Earnings Preview · 29 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 $46.41 a share on revenue near $10.7B. Over the next twelve months analysts pencil in $266.30 of earnings per share against $73.76 over the last twelve, growth of about 261%. The median analyst target is $2150 (range $1000 to $3600), 58% above the $1363.52 share price, across 24 analysts.
How it has traded on past prints
Across the last 6 reports, the shares moved an average of +10.5% in the five sessions after the print and +32.3% over twenty. The post-earnings drift has been consistent: the first move has tended to keep going.
Levels that matter
At $1363.52 the shares sit 42% below the 52-week high of $2354.39 and 729% above the low of $164.56 (55% of the way up the range). The 50-day average is $1593.32, above the price. The 200-day average is $1236.49, below the price.
Valuation going in
Our fair-value work puts the shares about 49% below what the business is worth: value on offer. Our fair-value estimate is $2687.50 against the current share price of $1363.52. The shares trade at 17.0 times trailing earnings and 4.7 times forward earnings. Revenue is growing about 372% with net margins near 56%.
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 -0.08, five-day price change +1.9%, as of 2026-10-28, desk flow model).
This is analysis, not financial advice. Always manage your risk.
