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 $8.17 a share on revenue near $5.8B. Over the next twelve months analysts pencil in $39.75 of earnings per share against $28.48 over the last twelve, growth of about 40%. The median analyst target is $1205 (range $680 to $1358), 32% above the $910.19 share price, across 24 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +2.0% in the five sessions after the print and +2.2% over twenty.
Levels that matter
At $910.19 the shares sit 17% below the 52-week high of $1099.94 and 21% above the low of $755.10 (45% of the way up the range). The 50-day average is $968.58, above the price. The 200-day average is $948.49, above 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 $999.97 against the current share price of $910.19. The shares trade at 32.6 times trailing earnings and 23.4 times forward earnings. Revenue is growing about 10% with net margins near 17%.
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 -0.02, five-day price change -0.2%, as of 2026-11-04, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
