Earnings Preview · 05 November 2026
Where our screen stands going in
Screens compliant (both standards agree). A name values-conscious investors can weigh on the merits.
What the Street expects
Consensus looks for earnings of about $4.45 a share on revenue near $7.3B. Over the next twelve months analysts pencil in $16.21 of earnings per share against $12.85 over the last twelve, growth of about 26%. The median analyst target is $164 (range $141 to $213), 12% above the $147.06 share price, across 29 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +1.3% in the five sessions after the print and +3.6% over twenty. After a beat the average follow-through was +4.3%; after a miss, +1.7%.
Levels that matter
At $147.06 the shares sit 11% below the 52-week high of $165.11 and 45% above the low of $101.59 (72% of the way up the range). The 50-day average is $147.56, above the price. The 200-day average is $135.30, below the price.
Valuation going in
The shares trade close to our fair-value estimate (+2% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $150.49 against the current share price of $147.06. The shares trade at 12.6 times trailing earnings and 10.0 times forward earnings. Revenue is growing about 59% with net margins near 26%.
Our stance
The name clears our screen; the print tells us whether the valuation is earning its keep.
What the flow says going in
Underlying money flow is neutral (21-day Chaikin Money Flow +0.01, five-day price change -8.6%, as of 2026-11-04, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
