Baseline underwriting
2028 revenue shortfall
Multiple contraction
How a 2028 revenue forecast and a comp multiple set the IPO price
current earnings
compute spend heavy
near-term earnings
can't anchor price
reported run rate
starting point
extrapolated forward curve
comp multiples
fast-growth comps
2028 revenue anchor
2028E revenue forecast
times EV/rev multiple
offer price
derived forward
2028 revenue
comes in short
forward multiples
contract post-listing
anchor sits two years forward — far and fragile
price support breaks