The score rose 1 point, mainly due to valuation and price changes. Price rose 4.7%, from $75.87 to $79.40.

Valuation and price changes added 1.1 points. The comparison uses the same available inputs on both dates. Displayed changes are rounded to whole points.

Historical cheapness: current PE is 41.8× versus the full-history median of 45.9× shown in the valuation table, producing 56.4/100. Positive weekly observations receive equal weight; lower past EPS alone does not disqualify them.

Outlook-adjusted valuation: 64.9/100. The model applies a 34% earnings-growth assumption and a 10% annual return hurdle, with positive credit limited by evidence coverage and confidence.

Forward price scenarios use recent PE history separately. Recent history has a separately weighted median of 50.7× (18-month half-life). The favorable scenario uses 51.7× PE and $2.8 projected EPS, informed by growth, margins and earnings-quality checks. This is a model scenario, not an analyst target. A return to the full-history median is not assumed.

Business trends are mixed. Over the past year: revenue +53.5%, earnings +29.9%, operating margin -1.2 percentage points. Free cash flow is -6.1% of revenue. The business score is 62.1/100. Growth, margins and cash generation drive the score. Missing or older data receives less weight.

Stronger earnings and valuation could support a higher share price.

Our favorable case uses $2.78 of EPS and a 51.7× PE, suggesting a share price of about $143.57. Valuation history and outlook inform the PE.

The displayed favorable scenario is 79.9% upside, or about $143.56.

This is a scenario based on our model, not a forecast or probability.

Weaker than expected earnings could put pressure on the share price.

Our downside case uses $1.64 of EPS and a 37.4× PE, suggesting a share price of about $61.40 — 23% below today’s price. Valuation history and outlook inform the PE.

This is a scenario based on our model, not a forecast or probability.