$238.90+4.95 ▲ +2.12%Oct 5, 4:00 PM ET
Target price$130.08by DCF45.6% below the price
Crowd score19/100Crowd-driven · 0 confirming
Sentiment+0.04FinBERT, −1 to +1
Mentions · 24h128▲ +22.4% vs 7-day avg
Price × crowd
━ Price┅ Target price● Mention spike· Sample history
Why this score
1 sources
Each part compares today with this ticker's own last 60 trading days. The centre line is normal.
- Attention 35%−0.1σ
- Opinion 35%no data yet—
- Breadth 15%+0.1σ
- Momentum 15%+0.3σ
Wikipedia −0.1σ
- Sources confirming
- 0
- Driven by
- The crowd (no big news)
- Consensus
- 65% one side
Herd behaviour
score, last year
Fades in4.2 daysBursts of attention halve in about this many trading days.
Talk vs pricemove −0.2σToday's price move compared with the last 60 days.
StreaknoneTrading days in a row at a score of 60 or more.
What the crowd is saying
24h
- Game−0.0847% of mentions
- Https+0.0518% of mentions
- Open+0.0615% of mentions
Valuation
drag to change
Target priceDCF$130.0845.6% below today's price of $238.90
FILINGS TO 2026-07-26
Discounted cash flow. Valued on free cash flow: what the business generates for everyone who funds it.
30.0%
Fades to terminal growth by year 10 · starts at 30.00%
40.8%
Share of revenue left as cash · starts at 40.79%
13.5%
What all investors demand each year · starts at 13.52%
2.50%
Forever, after year 10 · starts at 2.50%
How the value adds up
10 years of free cash flow, today's value$1.73T
+Everything after year 10$1.42T
Business value (EV)$3.15T
+Cash and investments$22.4B
−Debt and minority interests$34.4B
Owners' value$3.13T
÷Shares24.10B
Per share$130.08
45% of the value comes after year 10.If the rates were different
Rows: WACC. Columns: terminal growth. Centre = your settings. Green = above today's price.
| WACC ↓ g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 12.5% | 134 | 140 | 146 | 152 | 159 |
| 13.0% | 128 | 132 | 137 | 143 | 149 |
| 13.5% | 121 | 125 | 130 | 135 | 141 |
| 14.0% | 115 | 119 | 123 | 128 | 133 |
| 14.5% | 110 | 113 | 117 | 121 | 126 |
The 10-year projection
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Growth | 30.0% | 26.9% | 23.9% | 20.8% | 17.8% | 14.7% | 11.7% | 8.6% | 5.6% | 2.5% |
| Revenue | $394B | $500B | $619B | $748B | $882B | $1.01T | $1.13T | $1.23T | $1.29T | $1.33T |
| Free cash flow | $161B | $204B | $253B | $305B | $360B | $412B | $461B | $500B | $528B | $541B |
| Worth today | $142B | $158B | $173B | $184B | $191B | $193B | $190B | $181B | $169B | $152B |
Where the starting numbers come from
- Revenue, last 12 months
- $303B
- Revenue growth: 3-yr avg / last yr
- 100.0% / 65.5%
- FCF margin: last 12 mo / 3-yr median
- 39.7% / 41.9%
- Risk-free rate
- 5.28%
- Beta (Finnhub, adjusted toward 1)
- 1.84
- Stock premium over Treasuries
- 4.5%
- Cost of equity = rf + β × premium
- 13.6%
- Cost of debt (before tax)
- 5.8%
- Tax rate
- 16.0%
- Equity share of funding
- 99%
Free cash flow = operating cash flow − capital spending − stock-based pay + after-tax interest. Growth starts at the average of the 3-year and last-year rates; the margin is the average of the last 12 months and the 3-year median.
SEC EDGAR XBRL · Risk-free: 10-year Treasury, 2026-10-02 · Beta: Finnhub, adjusted toward 1 · short_term_investments not reported on the latest balance sheet; treated as 0
Key stats
Market cap$5.64T
P/E (TTM)29.2
Gross margin74.7%
Operating margin65.2%
52-week range$164.27 – $237.88
Avg volume (10 days)106.2M
Beta2.26
From Finnhub, updated a few times a day.