Earnings Preview · 03 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 $2.00 a share on revenue near $2.0B. Over the next twelve months analysts pencil in $9.63 of earnings per share against $3.51 over the last twelve, growth of about 174%. The median analyst target is $210 (range $168 to $210), 0% above the $209.70 share price, across 13 analysts.
How it has traded on past prints
Across the last 24 reports, the shares moved an average of +2.5% in the five sessions after the print and +5.2% over twenty. After a beat the average follow-through was +5.3%; after a miss, +5.0%. The post-earnings drift has been consistent: the first move has tended to keep going.
Levels that matter
At $209.70 the shares sit 0% below the 52-week high of $210.20 and 27% above the low of $164.50 (99% of the way up the range). The 50-day average is $204.61, below the price. The 200-day average is $200.06, below the price.
Valuation going in
The shares trade close to our fair-value estimate (+0% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $210.00 against the current share price of $209.70. The shares trade at 59.7 times trailing earnings and 21.7 times forward earnings. Revenue is growing about 19% with net margins near 14%.
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 distribution (21-day Chaikin Money Flow -0.60, five-day price change -0.1%, as of 2026-08-10, desk flow model).
This is analysis, not financial advice. Always manage your risk.
