Earnings Preview · 26 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
Over the next twelve months analysts pencil in $2.68 of earnings per share against $1.96 over the last twelve, growth of about 37%. The median analyst target is $77 (range $76 to $86), 6% above the $72.81 share price, across 3 analysts.
Levels that matter
At $72.81 the shares sit 2% below the 52-week high of $74.36 and 24% above the low of $58.53 (90% of the way up the range). The 50-day average is $70.13, below the price. The 200-day average is $66.66, below the price.
Valuation going in
The shares trade close to our fair-value estimate (-6% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $68.22 against the current share price of $72.81. The shares trade at 37.1 times trailing earnings and 27.2 times forward earnings. Revenue is growing about 11% with net margins near -2%.
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 +0.19, five-day price change +5.2%, as of 2026-10-23, desk flow model).
This is analysis, not financial advice. Always manage your risk.
