Subject: Re: Valuation @ $250
Same.

I have a 3 year price target of $395 based off 12% eps growth and 30 TM. Gives 16% compound pa from here. Doesn't seem unreasonable given they're performing well.

Depends on market sentiment of course. We could have a run up past 300 before the end on the year or we could head back down to 200, take your pick.