[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  P14 Capital [@P14Capital](/creator/twitter/P14Capital) on x XXX followers Created: 2025-07-02 15:26:49 UTC I think the biz does $XXXX in FY25E EPS (+16.4% Y/Y vs guidance 12-16%) and could re-rate to 18x (where the stock traded post-4Q23 results) implying a P14 FY25 Base case PT of $135, +30% upside. R/R remains attractive here. Thesis (free) remains unchanged: XXX engagements  **Related Topics** [eps](/topic/eps) [Post Link](https://x.com/P14Capital/status/1940431976265289984)
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P14 Capital @P14Capital on x XXX followers
Created: 2025-07-02 15:26:49 UTC
I think the biz does $XXXX in FY25E EPS (+16.4% Y/Y vs guidance 12-16%) and could re-rate to 18x (where the stock traded post-4Q23 results) implying a P14 FY25 Base case PT of $135, +30% upside. R/R remains attractive here. Thesis (free) remains unchanged:
XXX engagements
Related Topics eps
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