Consensus EPS · Q2 2026
-$0.33
Consensus revenue · Q2 2026
$1.6B
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 | $1.5B | $1.6B | $1.7B |
| EPS | -$0.36 | -$0.33 | -$0.29 |
| EBITDA | -$401.1M | -$396.2M | -$393.7M |
| EBIT | -$492.3M | -$486.2M | -$483.1M |
| Net income | -$259.4M | -$245M | -$216.2M |
- Revenue$1.6B
- EPS-$0.33
- EBITDA-$396.2M
- EBIT-$486.2M
- Net income-$245M
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 | $1.7B | $1.7B | -0.6% | -$0.35 | -$0.41 | +14.5% |
- Q1 2026-0.6%+14.5%
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
- $45.00
- Consensus
- $77.40
- Median
- $65.00
- High
- $141.00
- Current
- $49.64
- Upside
- +55.9%
Upside calculated vs most recent trading price of $49.64.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 37 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 30, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 22, 2026 | DA Davidson | maintain | Neutral | Neutral |
| May 5, 2026 | Piper Sandler | downgrade | Overweight | Neutral |
| May 4, 2026 | Goldman Sachs | maintain | Buy | Buy |
| May 4, 2026 | Citigroup | maintain | Buy | Buy |
| May 1, 2026 | Wedbush | maintain | Outperform | Outperform |
| May 1, 2026 | UBS | maintain | Neutral | Neutral |
| May 1, 2026 | TD Cowen | upgrade | Sell | Hold |
| May 1, 2026 | Needham | maintain | Buy | Buy |
| May 1, 2026 | Macquarie | maintain | Outperform | Outperform |
- Jun 30, 2026Wells FargoOverweight
- May 22, 2026DA DavidsonNeutral
- May 5, 2026Piper SandlerNeutral
- May 4, 2026Goldman SachsBuy
- May 4, 2026CitigroupBuy
- May 1, 2026WedbushOutperform
- May 1, 2026UBSNeutral
- May 1, 2026TD CowenHold
- May 1, 2026NeedhamBuy
- May 1, 2026MacquarieOutperform
Frequently asked questions
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