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 $8.65 of earnings per share against $7.38 over the last twelve, growth of about 17%. The median analyst target is $102 (range $88 to $125), 8% above the $94.09 share price, across 9 analysts.
Levels that matter
At $94.09 the shares sit 16% below the 52-week high of $112.58 and 44% above the low of $65.29 (61% of the way up the range).
Valuation going in
The shares trade close to our fair-value estimate (-8% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $87.55 against the current share price of $94.09. The shares trade at 12.8 times trailing earnings and 10.9 times forward earnings. Revenue is growing about 16% with net margins near 20%.
Our stance
The name clears our screen; the print tells us whether the valuation is earning its keep.
What the flow says going in
Money has been flowing IN underneath a flat-to-lower price: quiet accumulation, the kind of positioning that tends to show up before a name moves, not after. (21-day Chaikin Money Flow +0.28, five-day price change +0.6%, as of 2026-10-09, desk flow model).
This is analysis, not financial advice. Always manage your risk.
