Consensus EPS · Q2 2026
-$0.75
Consensus revenue · Q2 2026
$582.8M
Analysts
4
Expected report
Aug 6, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 4 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $427M | $582.8M | $665.3M |
| EPS | -$1.16 | -$0.75 | -$0.40 |
| EBITDA | -$276.6M | -$233.9M | -$153M |
| EBIT | -$389.5M | -$329.4M | -$215.5M |
| Net income | -$345.4M | -$174.1M | -$125.1M |
- Revenue$582.8M
- EPS-$0.75
- EBITDA-$233.9M
- EBIT-$329.4M
- Net income-$174.1M
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 | $399M | $375.1M | +6.4% | -$0.23 | -$0.77 | +70.0% |
- Q1 2026+6.4%+70.0%
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 2 analysts.
- Low
- $129.00
- Consensus
- $226.86
- Median
- $250.00
- High
- $410.00
- Current
- $218.16
- Upside
- +4.0%
Upside calculated vs most recent trading price of $218.16.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 9 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 20, 2026 | Northland Capital Markets | maintain | Outperform | Outperform |
| Jul 20, 2026 | Freedom Capital Markets | upgrade | Hold | Buy |
| Jun 8, 2026 | B of A Securities | maintain | Buy | Buy |
| May 15, 2026 | Citigroup | maintain | Buy | Buy |
| May 14, 2026 | Morgan Stanley | maintain | Equal Weight | Equal Weight |
| May 14, 2026 | DA Davidson | maintain | Buy | Buy |
| May 14, 2026 | Citizens | maintain | Market Outperform | Market Outperform |
| May 14, 2026 | B of A Securities | maintain | Buy | Buy |
| May 11, 2026 | B of A Securities | maintain | Buy | Buy |
| Mar 16, 2026 | DA Davidson | maintain | Buy | Buy |
- Jul 20, 2026Northland Capital MarketsOutperform
- Jul 20, 2026Freedom Capital MarketsBuy
- Jun 8, 2026B of A SecuritiesBuy
- May 15, 2026CitigroupBuy
- May 14, 2026Morgan StanleyEqual Weight
- May 14, 2026DA DavidsonBuy
- May 14, 2026CitizensMarket Outperform
- May 14, 2026B of A SecuritiesBuy
- May 11, 2026B of A SecuritiesBuy
- Mar 16, 2026DA DavidsonBuy
Frequently asked questions
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