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![amitisinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1468103131737247748.png) amit [@amitisinvesting](/creator/twitter/amitisinvesting) on x 220K followers
Created: 2025-07-15 18:50:49 UTC

Agreed, I think 2026 is the year we see XX% topline on rev and closer to XX% EPS growth

My model is assuming around $850M of adjusted ebidta by 2026 which I think is possible but would just need their new products, regional consolidation, and margin expansion to happen at the same time

I think this is what the tutes are seeing right now and that’s why they are loading…Q3 2025 is when I expect to see much better growth but Q2 could be strong as well just might not be massive yet 

2026 is when they may begin to really establish themselves

Who knows if GoTo is able to even manage their cash burn next year…either we buy them CHEAP or they can’t compete and Grab wins anyway but it seems like regional consolidation is coming


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**Related Topics**
[$850m](/topic/$850m)
[eps](/topic/eps)
[rev](/topic/rev)
[amit](/topic/amit)

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