Subject: Re: Q1 25 Results
Here are some numbers on a valuation model I sometimes use

              Actual     Model
EPS            $2.81      $2.06
EPS (TTM)      $8.22      $8.97

Revenue        $90.2B    $87.9B
Revenue (TTM) $360.0B   $357.0B

Stock Price     $163     $170  ($163-$176)

Stock Price Forecasts
2025-Q2            $180-$213 ($196)
2025-Q3            $189-$214 ($198)
2025-Q4            $198-$219 ($202)
2026-Q1            $202-$223 ($209)

Note: The volatile EPS number creates more variability in the forecast for sure, but I am pretty confident that $200 share is "fair value" that we would see in the next 12 months (based on a forecast of $392B in revenue and $9.77 in earnings per share.

tecmo
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