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![P14Capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1879959350946459648.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940431976265289984/c:line.svg)

**Related Topics**
[eps](/topic/eps)

[Post Link](https://x.com/P14Capital/status/1940431976265289984)