Earnings Preview · 05 November 2026
Where our screen stands going in
Screens compliant (on our anchor standard; the faith-based screen is stricter here). A name values-conscious investors can weigh on the merits.
What the Street expects
Consensus looks for earnings of about $-0.02 a share on revenue near $8.7B. The median analyst target is $31 (range $28 to $31), 0% above the $30.95 share price, across 8 analysts.
How it has traded on past prints
Across the last 24 reports, the shares moved an average of +0.6% in the five sessions after the print and +2.2% over twenty. After a beat the average follow-through was +10.3%; after a miss, -0.5%. The post-earnings drift has been consistent: the first move has tended to keep going.
Levels that matter
At $30.95 the shares sit 0% below the 52-week high of $30.99 and 72% above the low of $18.00 (100% of the way up the range). The 50-day average is $28.33, below the price. The 200-day average is $27.69, below the price.
Valuation going in
The shares trade close to our fair-value estimate (+0% margin of safety): fairly priced, little cushion for a miss. Our fair-value estimate is $31.00 against the current share price of $30.95. Revenue is growing about -11% 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
Underlying money flow reads as accumulation (21-day Chaikin Money Flow +0.09, five-day price change +0.2%, as of 2026-10-05, desk flow model).
This is analysis, not financial advice. Always manage your risk.
