Earnings Preview · 03 November 2026
Where our screen stands going in
Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.
What the Street expects
Consensus looks for earnings of about $0.36 a share on revenue near $32.4B. Over the next twelve months analysts pencil in $1.74 of earnings per share against $1.46 over the last twelve, growth of about 19%. The median analyst target is $25 (range $22 to $28), 22% above the $20.46 share price, across 23 analysts.
Levels that matter
At $20.46 the shares sit 6% below the 52-week high of $21.84 and 26% above the low of $16.18 (76% of the way up the range). The 50-day average is $20.82, above the price. The 200-day average is $18.99, below the price.
Valuation going in
The shares trade close to our fair-value estimate (-3% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $19.87 against the current share price of $20.46. The shares trade at 13.8 times trailing earnings and 11.5 times forward earnings. Revenue is growing about 78% with net margins near 5%.
Our stance
We are not participants, the name fails our principled screen, so we watch it as a sentiment gauge, not a holding.
What the flow says going in
Underlying money flow reads as accumulation (21-day Chaikin Money Flow +0.09, five-day price change +2.2%, as of 2026-10-30, desk flow model).
This is analysis, not financial advice. Always manage your risk.
