M. V. Cunha(@mvcinvesting):$OMDA estimates keep moving in one direction. At IPO, 2026 consensus was: $265M revenue ($5M) EBITDA Today: $339M revenue $26M EBITDA Since the start of the year, 2027 consensus moved from $373M to $408M revenue and $15M to $38M EBITDA. These charts will only get better.

M. V. Cunha

@mvcinvesting

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

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M. V. Cunha@mvcinvesting

2026.10.07 17:23

$OMDA estimates keep moving in one direction. At IPO, 2026 consensus was: $265M revenue ($5M) EBITDA Today: $339M revenue $26M EBITDA Since the start of the year, 2027 consensus moved from $373M to $408M revenue and $15M to $38M EBITDA. These charts will only get better.