FabNext Facility And AI Demand Will Fuel Semiconductor Resurgence

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AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Published
09 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
€45.89
20.8% undervalued intrinsic discount
08 Aug
€36.32
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1Y
-50.3%
7D
-4.9%

Author's Valuation

€45.9

20.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 14%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 5.60%

AnalystConsensusTarget has increased profit margin from 1.5% to 2.1% and decreased future PE multiple from 88.8x to 59.7x.

Shared on09 Apr 25
Fair value Decreased 1.26%

AnalystConsensusTarget has decreased profit margin from 11.6% to 1.5% and increased future PE multiple from 11.6x to 88.8x.

Shared on02 Apr 25
Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 36%

AnalystConsensusTarget has increased discount rate from 8.7% to 9.8%.