Earnings Preview · 20 October 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 $2.64 a share on revenue near $2.9B. Over the next twelve months analysts pencil in $12.11 of earnings per share against $8.72 over the last twelve, growth of about 39%. The median analyst target is $484 (range $324 to $685), 11% above the $436.80 share price, across 30 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +0.6% in the five sessions after the print and +3.2% over twenty. After a beat the average follow-through was +3.8%; after a miss, -3.7%.
Levels that matter
At $436.80 the shares sit 28% below the 52-week high of $603.88 and 33% above the low of $328.57 (39% of the way up the range). The 50-day average is $391.67, below the price. The 200-day average is $439.64, above the price.
Valuation going in
The shares trade about 16% above our fair-value estimate: priced for things to go right. Our fair-value estimate is $375.18 against the current share price of $436.80. The shares trade at 49.1 times trailing earnings and 35.3 times forward earnings. Revenue is growing about 18% with net margins near 28%.
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 reads as accumulation (21-day Chaikin Money Flow +0.23, five-day price change +1.3%, as of 2026-10-19, desk flow model).
This is analysis, not financial advice. Always manage your risk.
