Do the analysts give reasons for their assumed revenue growth?
I guess if we just look into the past ... 5 yrs revenue CAGR for VHT is 53.5% ... i.e. Scott Power seems to assume that things stay (after a Covid blib) as they used to be in the past. Fair assumption, if markets have (still) unlimited growth (which may or may not be true - market share in the US is already material).
Why is John Hester that much more conservative? Does he see something Scott doesn't see?
VHT Price at posting:
87.0¢ Sentiment: Buy Disclosure: Held