Earnings Preview · 13 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 $2.50 of earnings per share against $1.82 over the last twelve, growth of about 37%. The median analyst target is $36 (range $34 to $37), 31% above the $27.31 share price, across 2 analysts.
Levels that matter
At $27.31 the shares sit 11% below the 52-week high of $30.57 and 38% above the low of $19.72 (70% of the way up the range).
Valuation going in
Our fair-value work puts the shares about 37% below what the business is worth: value on offer. Our fair-value estimate is $37.30 against the current share price of $27.31. The shares trade at 15.0 times trailing earnings and 11.0 times forward earnings. Revenue is growing about 3% with net margins near 9%.
Our stance
The name clears our screen; the print tells us whether the valuation is earning its keep.
What the flow says going in
Price has run up but the money has been quietly leaving: distribution into strength. For a holder that is a trim-or-take-profit signal, not an add; the crowd sees the strength, the flow sees the exit. (21-day Chaikin Money Flow -0.20, five-day price change +4.0%, as of 2026-10-12, desk flow model).
This is analysis, not financial advice. Always manage your risk.
