Expanding Global Infrastructure Will Unlock Opportunities But Face Transition Risks

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
23 Jan 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
€17.54
12.2% undervalued intrinsic discount
08 Aug
€15.40
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1Y
20.8%
7D
2.4%

Author's Valuation

€17.5

12.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 0.92%

Shared on23 Apr 25
Fair value Increased 0.35%

AnalystConsensusTarget has increased revenue growth from -0.0% to 0.2%.

Shared on17 Apr 25
Fair value Decreased 0.12%

AnalystConsensusTarget has decreased revenue growth from 0.3% to -0.0%.

Shared on09 Apr 25
Fair value Decreased 9.97%

AnalystConsensusTarget has increased revenue growth from 0.2% to 0.3% and decreased discount rate from 7.9% to 6.9%.

Shared on02 Apr 25
Fair value Increased 1.00%

AnalystConsensusTarget has decreased revenue growth from 0.6% to 0.2% and decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on26 Mar 25
Fair value Decreased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 16%

AnalystConsensusTarget has increased revenue growth from 0.3% to 0.6%, decreased future PE multiple from 13.8x to 12.1x and increased discount rate from 6.8% to 7.8%.