Subject: Earnings

https://www.cnbc.com/2025/08/0...

EPS     : $1.61  (up from $1.21 last year)
Revenue : $23.65B (up from $22.08B last year)

My assessment is that they have control over costs, but are still struggling with top-line growth; and that is likely putting a ceiling on the stock price. They seem very likely to earn $5.85 (maybe even as high as $6.00) this year; so valuation remains somewhat attractive. At $115.00 the forward PE is now at 19.

tecmo
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