Earnings Preview · 06 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 $4.25 a share on revenue near $977M. Over the next twelve months analysts pencil in $19.58 of earnings per share against $15.85 over the last twelve, growth of about 24%. The median analyst target is $734 (range $489 to $980), 43% above the $514.20 share price, across 2 analysts.
How it has traded on past prints
Across the last 23 reports, the shares moved an average of +0.1% in the five sessions after the print and -0.4% over twenty. After a beat the average follow-through was +2.6%; after a miss, -4.3%. There is no reliable drift pattern: the first move has often faded, so chasing the gap has not paid.
Levels that matter
At $514.20 the shares sit 53% below the 52-week high of $1099.99 and 3% above the low of $500.23 (2% of the way up the range).
Valuation going in
The shares trade about 15% below our fair-value estimate: a modest cushion. Our fair-value estimate is $606.79 against the current share price of $514.20. The shares trade at 34.4 times trailing earnings and 27.9 times forward earnings. Revenue is growing about 24% with net margins near 29%.
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 +0.04, five-day price change -15.2%, as of 2026-11-05, desk flow model): no strong accumulation or distribution signature.
This is analysis, not financial advice. Always manage your risk.
