Forward models

What the numbers do next

All 21 models R40 publishes, grouped by sector. Each one projects revenue segment by segment from the last reported quarter and discounts it to a fair value per share. Open one to change the assumptions and watch every number move with them.

AI Infrastructure 6 models

SPCX FORWARD MODEL $187.12 +40%

Space Exploration Technologies Corp.

ORCL FORWARD MODEL $216.97 +53%

Oracle Corporation

BE FORWARD MODEL $83.16 -59%

Bloom Energy Corporation

RKLB FORWARD MODEL $33.09 -55%

Rocket Lab Corporation

CRWV FORWARD MODEL $61.24 -32%

CoreWeave, Inc.

SMCI FORWARD MODEL $60.79 +67%

Super Micro Computer, Inc.

Consumer 3 models

UBER FORWARD MODEL $137.73 +75%

Uber Technologies, Inc.

XIACY FORWARD MODEL $18.59 +5%

Xiaomi Corporation

BIDU FORWARD MODEL $136.65 +49%

Baidu, Inc.

Enterprise SaaS 1 model

CRM FORWARD MODEL $287.15 +40%

Salesforce, Inc.

Fintech 2 models

HOOD FORWARD MODEL $94.42 -1%

Robinhood Markets Inc.

AFRM FORWARD MODEL $107.49 +43%

Affirm Holdings, Inc.

Healthcare 1 model

HIMS FORWARD MODEL $47.91 +50%

Hims & Hers Health, Inc.

Mega-Cap Tech 4 models

NVDA FORWARD MODEL $245.07 +13%

NVIDIA Corporation

AMZN FORWARD MODEL $335.46 +29%

Amazon.com, Inc.

META FORWARD MODEL $757.11 +39%

Meta Platforms, Inc.

TSLA FORWARD MODEL $272.39 -21%

Tesla, Inc.

Networking & Security 2 models

CRWD FORWARD MODEL $103.72 -46%

CrowdStrike Holdings, Inc.

NET FORWARD MODEL $216.65 -22%

Cloudflare, Inc.

Semiconductors 2 models

AVGO FORWARD MODEL $282.09 -23%

Broadcom Inc.

MU FORWARD MODEL $706.33 -28%

Micron Technology, Inc.