Thesis

Street consensus, scenarios, merits, risks, and invalidation triggers

AI-assisted
Thesis Summary
This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today.
Street view · analyst 12-month targets17 analysts · as of 18 Aug 2026
Low · most bearish analyst$62.00
Mean target$227.00
High · most bullish analyst$800.00
Our research · scenarios, merits, risks, and invalidation triggersResearch as of 4 Aug 2026
Scenarios · 12-month scenario targetsAnchored at research date

All scenarios are estimates and subject to change. Past performance is not indicative of future results.

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AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.