Earnings Preview · 05 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 $0.30 a share on revenue near $2.5B. Over the next twelve months analysts pencil in $1.31 of earnings per share against $1.08 over the last twelve, growth of about 21%. The median analyst target is $50 (range $35 to $57), 2% above the $49.23 share price, across 23 analysts.
How it has traded on past prints
Across the last 25 reports, the shares moved an average of +2.0% in the five sessions after the print and +6.3% over twenty. After a beat the average follow-through was +6.4%; after a miss, +6.1%. The post-earnings drift has been consistent: the first move has tended to keep going.
Levels that matter
At $49.23 the shares sit 2% below the 52-week high of $50.17 and 49% above the low of $32.94 (95% of the way up the range). The 50-day average is $44.82, below the price. The 200-day average is $65.99, above the price.
Valuation going in
The shares trade about 29% above our fair-value estimate: priced for things to go right. Our fair-value estimate is $38.07 against the current share price of $49.23. The shares trade at 42.9 times trailing earnings and 35.5 times forward earnings. Revenue is growing about 20% with net margins near 23%.
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 +0.03, five-day price change +6.8%, as of 2026-11-04, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
