tradernomad
Oct 25, 8:56 AM
$BE valuation check at
$193.30
Model assumptions (through 12/31/28):
• Revenue CAGR: 20% (vs 37% last year, 19% over 3 yrs)
• Operating margin: −2.5% (vs 1.6% last year, −21.8% over 3 yrs)
• P/E: 45x
Output: negative earnings, so there is no valuation floor. The model target goes below zero.
That's not a price call. It's the point: at
$193, BE prices in a margin turnaround that hasn't happened yet. 3-yr return 1,680%. Margins are the whole story.
Institutional research bundles (NVDA, AMD, MU, TSLA, PLTR, CRWD, SPCX…):
prosignaltrades.com/bundles/?utm_source=stocktwits&utm_medium=social&utm_campaign=be_valuation
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