Earnings Preview · 30 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 $0.29 a share on revenue near $3.9B. Over the next twelve months analysts pencil in $1.24 of earnings per share against $0.87 over the last twelve, growth of about 42%. The median analyst target is $19 (range $18 to $23), 5% below the $19.92 share price, across 12 analysts.
How it has traded on past prints
Across the last 13 reports, the shares moved an average of +1.7% in the five sessions after the print and +0.0% over twenty. After a beat the average follow-through was -0.6%; after a miss, +3.6%. Misses have not been punished more than beats were rewarded, so the headline number alone has been a poor guide to the reaction here; guidance and the call matter more. There is no reliable drift pattern: the first move has often faded, so chasing the gap has not paid.
Levels that matter
At $19.92 the shares sit 1% below the 52-week high of $20.13 and 42% above the low of $14.02 (97% of the way up the range). The 50-day average is $18.36, below the price. The 200-day average is $18.02, below the price.
Valuation going in
The shares trade close to our fair-value estimate (+9% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $21.90 against the current share price of $19.92. The shares trade at 21.5 times trailing earnings and 15.1 times forward earnings. Revenue is growing about 3% with net margins near 11%.
Our stance
The name clears our screen; the print tells us whether the valuation is earning its keep.
What the flow says going in
Money has been flowing IN underneath a flat-to-lower price: quiet accumulation, the kind of positioning that tends to show up before a name moves, not after. (21-day Chaikin Money Flow +0.29, five-day price change -1.6%, as of 2026-10-29, desk flow model).
This is analysis, not financial advice. Always manage your risk.
