Consensus EPS · Q2 2026
$1.23
Consensus revenue · Q2 2026
$1.1B
Analysts
11
Expected report
Jul 30, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 11 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.1B | $1.1B | $1.1B |
| EPS | $1.20 | $1.23 | $1.26 |
| EBITDA | -$126.6M | -$125.5M | -$123.2M |
| EBIT | -$213.4M | -$211.5M | -$207.8M |
| Net income | $185.8M | $188.9M | $193.5M |
- Revenue$1.1B
- EPS$1.23
- EBITDA-$125.5M
- EBIT-$211.5M
- Net income$188.9M
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 | $1.1B | $1.1B | +1.7% | $1.15 | $1.05 | +9.1% |
- Q1 2026+1.7%+9.1%
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 4 analysts.
- Low
- $122.00
- Consensus
- $165.82
- Median
- $170.00
- High
- $210.00
- Current
- $190.87
- Upside
- -13.1%
Upside calculated vs most recent trading price of $190.87.
Analyst ratings
Consensus: Buy — based on 50 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 17, 2026 | Leerink Partners | maintain | Outperform | Outperform |
| Jul 14, 2026 | Canaccord Genuity | maintain | Hold | Hold |
| Jul 6, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jul 1, 2026 | Piper Sandler | maintain | Overweight | Overweight |
| Jun 29, 2026 | Guggenheim | maintain | Buy | Buy |
| Jun 24, 2026 | Barclays | maintain | Underweight | Underweight |
| Jun 10, 2026 | JP Morgan | upgrade | Neutral | Overweight |
| Jun 1, 2026 | Guggenheim | maintain | Buy | Buy |
| May 4, 2026 | Citigroup | maintain | Sell | Sell |
| May 1, 2026 | JP Morgan | maintain | Neutral | Neutral |
- Jul 17, 2026Leerink PartnersOutperform
- Jul 14, 2026Canaccord GenuityHold
- Jul 6, 2026Evercore ISI GroupOutperform
- Jul 1, 2026Piper SandlerOverweight
- Jun 29, 2026GuggenheimBuy
- Jun 24, 2026BarclaysUnderweight
- Jun 10, 2026JP MorganOverweight
- Jun 1, 2026GuggenheimBuy
- May 4, 2026CitigroupSell
- May 1, 2026JP MorganNeutral
Frequently asked questions
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