$189.40+0.65 ▲ +0.34%Oct 5, 4:00 PM ET
Target price$26.87by DCF85.8% below the price
Crowd score43/100Crowd-driven · 1 confirming
Sentiment+0.04FinBERT, −1 to +1
Mentions · 24h16▲ +77.8% vs 7-day avg
Price × crowd
━ Price┅ Target price● Mention spike· Sample history
Why this score
2 sources
Each part compares today with this ticker's own last 60 trading days. The centre line is normal.
- Attention 35%+0.8σ
- Opinion 35%+2.0σ
- Breadth 15%+0.7σ
- Momentum 15%+1.1σ
Wikipedia +0.8σBluesky +2.0σ
- Sources confirming
- 1
- Driven by
- The crowd (no big news)
- Consensus
- 100% one side
Herd behaviour
score, last year
Fades in9.7 daysBursts of attention halve in about this many trading days.
Talk vs pricemove −0.7σToday'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
- Phone−0.0341% of mentions
- Database−0.1921% of mentions
- Evil0.0014% of mentions
Valuation
drag to change
Target priceDCF$26.8785.8% below today's price of $189.40
FILINGS TO 2026-06-30
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%
28.4%
Share of revenue left as cash · starts at 28.36%
11.7%
What all investors demand each year · starts at 11.66%
2.50%
Forever, after year 10 · starts at 2.50%
How the value adds up
10 years of free cash flow, today's value$26.9B
+Everything after year 10$28.4B
Business value (EV)$55.3B
+Cash and investments$9.4B
−Debt and minority interests$111M
Owners' value$64.6B
÷Shares2.40B
Per share$26.87
51% 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% |
|---|---|---|---|---|---|
| 10.7% | 28 | 29 | 30 | 32 | 33 |
| 11.2% | 26 | 27 | 28 | 30 | 31 |
| 11.7% | 25 | 26 | 27 | 28 | 29 |
| 12.2% | 24 | 25 | 25 | 26 | 28 |
| 12.7% | 23 | 23 | 24 | 25 | 26 |
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 | $8.0B | $10.2B | $12.6B | $15.2B | $17.9B | $20.5B | $22.9B | $24.9B | $26.3B | $27.0B |
| Free cash flow | $2.3B | $2.9B | $3.6B | $4.3B | $5.1B | $5.8B | $6.5B | $7.1B | $7.5B | $7.6B |
| Worth today | $2.0B | $2.3B | $2.6B | $2.8B | $2.9B | $3.0B | $3.0B | $2.9B | $2.8B | $2.5B |
Where the starting numbers come from
- Revenue, last 12 months
- $6.2B
- Revenue growth: 3-yr avg / last yr
- 32.9% / 56.2%
- FCF margin: last 12 mo / 3-yr median
- 41.0% / 15.7%
- Risk-free rate
- 5.28%
- Beta (Finnhub, adjusted toward 1)
- 1.42
- Stock premium over Treasuries
- 4.5%
- Cost of equity = rf + β × premium
- 11.7%
- Cost of debt (before tax)
- 5.8%
- Tax rate
- 1.3%
- Equity share of funding
- 100%
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 · debt_long not reported on the latest balance sheet; treated as 0
Key stats
Market cap$453.6B
P/E (TTM)150.4
Gross margin84.8%
Operating margin42.8%
52-week range$106.37 – $207.52
Avg volume (10 days)20.7M
Beta1.62
From Finnhub, updated a few times a day.