Analyst	Recommendation	Action	Price target	Projected	Date
Joshua Spector UBS	Buy	Maintained	$40.00	+35%	11/06/2026
Joe Laetsch Morgan Stanley	Buy	Reiterated	$38.00	+28.2%	11/06/2026
Tomohiko Sano J.P. Morgan	Buy	Reiterated	$40.00	+35%	10/13/2026
Unknown Analyst CJS Securities	Buy	Initiated	$48.00	+62%	06/09/2026

All values in USD	Dec 2025	Mar 2026	Jun 2026	Sep 2026
Revenue	102.75M	125.07M	213.81M	389.86M
Cost of goods sold	56.36M	74.28M	95.94M	151.51M
Cost of revenue	56.36M	74.28M	95.94M	151.51M
Research and development expenses	-	-	-	-
Total research and development expenses	-	-	-	-
Selling, general, and admin expenses	193.04M	-53.32M	293.25M	-208.73M
Operating expense	211.56M	-30.10M	320.89M	-178.10M
Total operating expenses	267.91M	44.18M	416.83M	-26.59M
Operating income	-165.16M	80.89M	-203.02M	416.46M
Other non operating income	638.00K	364.00K	-27.00K	-383.00K
EBT including unusual items	-174.43M	49.85M	-221.44M	395.41M
EBT excluding unusual items	-174.43M	58.25M	-221.44M	395.41M
Income tax expense	-34.20M	-23.09M	-39.80M	90.94M
Effective tax rate	19.61%	-46.32%	17.97%	23.00%
Other operating expenses	2.72M	618.00K	3.61M	5.86M
Net income	-140.23M	72.94M	-181.64M	304.47M
Net profit margin	-136.48%	58.32%	-84.95%	78.10%
Earnings per share	0.13	0.06	0.35	0.85
Interest and investment income	-	-	-	-
Interest expense	-9.69M	-24.36M	-19.59M	-20.37M
Net interest expenses	-9.69M	-24.36M	-19.59M	-20.37M
Depreciation and amortization charges	-	-	-	-
EBITDA	-144.74M	108.03M	-174.11M	446.58M
Gain or loss from assets sale	139.00K	17.00K	-	180.00K

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