Earnings AssessmentQ3 was solid with beats across the board: EPS 50%, revenue 10%, and EBIDTA 44% better than estimates. While revenue did slip from last year, it rose nicely from the prior quarter. Always good to see that margins increased by four points. Future estimates call for about 25% sales growth and EPS to nearly triple in 2021. Things look fine to us. Given the strong upward move in the SP, we would not view the recent decline in SP as a reflection on the future.
So said 5iResearch yesterday when asked for their assessment. Long and strong. GLTA