B+
Bull case
25%
Probability
Target price
$125.00
+140.7% vs current
Consensus targets (median ~106.27) imply significant upside vs the broker anchor, producing a constructive analyst tone ahead of earnings; sentiment will pivot sharply on guidance and subscription metrics.
No evidence quality warning is currently attached to this memo.
FY2025 results and guidance due 2026-02-24; guidance and subscription KPIs will drive immediate re-pricing.
Wide analyst dispersion means downside if growth or churn metrics disappoint; expect target and rating updates in the 90-day window.
Sustained enterprise penetration and upsell-driven ARR growth could support multiple expansion toward analyst highs.
No formal recommendation provided.