Earnings Preview · 14 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 $0.34 a share on revenue near $2.4B. Over the next twelve months analysts pencil in $1.40 of earnings per share against $1.17 over the last twelve, growth of about 20%. The median analyst target is $49 (range $40 to $59), 0% below the $49.15 share price, across 13 analysts.
How it has traded on past prints
Across the last 24 reports, the shares moved an average of +1.4% in the five sessions after the print and +2.3% over twenty. After a beat the average follow-through was +3.5%; after a miss, -1.4%.
Levels that matter
At $49.15 the shares sit 7% below the 52-week high of $52.92 and 26% above the low of $38.97 (73% of the way up the range).
Valuation going in
The shares trade about 28% above our fair-value estimate: priced for things to go right. Our fair-value estimate is $38.53 against the current share price of $49.15. The shares trade at 43.1 times trailing earnings and 35.9 times forward earnings. Revenue is growing about 15% with net margins near 15%.
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 +0.06, five-day price change +1.2%, as of 2026-10-13, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
