Redeye returns with an update following Guldbrev's strong Q1 report, which beat our estimates across the board. With increased confidence in its relative performance, demonstrated by strong customer intake and efficient marketing, and supported by favorable market dynamics, we raise our top-line forecast by 12-10% for 26e-28e, resulting in an EPS upgrade of 20-10% for the same period. These changes support a higher base case valuation.
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