Thesis
Written thesis in progress. We’re starting this library with the live quote, price chart, and financial snapshot first, then adding full commentary name by name.
Valuation and financials
Enterprise value
$10.4B
Market cap + debt − cash
Cash
$259M
Q1 FY2026 balance sheet
Debt
$132M
Q1 FY2026 balance sheet
Revenue
$4.6B
FY2027E
Next-year growth
14.3%
FY2028E vs FY2027E
Gross margin
25.3%
Q1 FY2026 reported
Operating margin
11.2%
Q1 FY2026 reported
Forward EV/S
2.2x
Enterprise value divided by forward revenue
Forward EV / op income
20.0x
EV over forward revenue × latest op margin
Price chart
Last 6 months
$529.22
+36.5%
Oct 13, 2025Apr 15, 2026