Revenue Growth ChallengesApproximately two thirds of clients believe Grow Revenue will be below $1.5bn by CY26, which is necessary to justify current valuation.
Revenue GuidanceThe guidance for the third quarter is more conservative than expected, which may indicate cautiousness in the company's outlook.
Valuation ConcernsCurrent valuation is considered unrealistic compared to established peers, with expectations for substantial revisions in Grow forecasts or evidence of Create's profitability.