Consensus EPS · Q2 2026
-$1.45
Consensus revenue · Q2 2026
$2.6B
Analysts
12
Expected report
Aug 11, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $2.5B | $2.6B | $2.7B |
| EPS | -$1.77 | -$1.45 | -$0.89 |
| EBITDA | -$748.7M | -$731.5M | -$719.9M |
| EBIT | -$1.4B | -$1.4B | -$1.4B |
| Net income | -$846.3M | -$631.7M | -$257.6M |
- Revenue$2.6B
- EPS-$1.45
- EBITDA-$731.5M
- EBIT-$1.4B
- Net income-$631.7M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $2.1B | $2B | +5.5% | -$1.11 | -$0.92 | -20.7% |
| Q4 2025 | $1.6B | $1.5B | +1.3% | -$0.89 | -$0.50 | -78.1% |
- Q1 2026+5.5%-20.7%
- Q4 2025+1.3%-78.1%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
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Analyst price target
Based on price targets from 3 analysts.
- Low
- $67.00
- Consensus
- $131.44
- Median
- $142.50
- High
- $192.00
- Current
- $71.77
- Upside
- +83.1%
Upside calculated vs most recent trading price of $71.77.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 28 analyst ratings.
17-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 22, 2026 | Truist Securities | upgrade | Hold | Buy |
| Jul 21, 2026 | Jefferies | maintain | Buy | Buy |
| Jul 21, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| Jul 15, 2026 | Mizuho | maintain | Neutral | Neutral |
| Jul 15, 2026 | Macquarie | maintain | Outperform | Outperform |
| Jul 2, 2026 | Rosenblatt | maintain | Buy | Buy |
| Jun 16, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jun 11, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| May 18, 2026 | DA Davidson | downgrade | Buy | Neutral |
| May 14, 2026 | Citigroup | maintain | Buy | Buy |
- Jul 22, 2026Truist SecuritiesBuy
- Jul 21, 2026JefferiesBuy
- Jul 21, 2026BarclaysEqual Weight
- Jul 15, 2026MizuhoNeutral
- Jul 15, 2026MacquarieOutperform
- Jul 2, 2026RosenblattBuy
- Jun 16, 2026Cantor FitzgeraldOverweight
- Jun 11, 2026Cantor FitzgeraldOverweight
- May 18, 2026DA DavidsonNeutral
- May 14, 2026CitigroupBuy
Frequently asked questions
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