AI Integration And Cost Pressures Will Redefine Market Opportunities

Published
18 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
JP¥2,150.00
13.7% overvalued intrinsic discount
14 Aug
JP¥2,444.00
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1Y
-14.4%
7D
-2.1%

Author's Valuation

JP¥2.2k

13.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 8.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25
Fair value Decreased 2.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 7.16%

AnalystConsensusTarget has decreased revenue growth from 9.2% to 5.3%, decreased profit margin from 21.1% to 16.9% and increased future PE multiple from 9.1x to 11.8x.

Shared on09 Apr 25
Fair value Increased 23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 22%

Shared on26 Mar 25
Fair value Increased 28%

AnalystConsensusTarget has increased revenue growth from 5.4% to 9.2%, increased profit margin from 16.7% to 21.1%, decreased future PE multiple from 10.4x to 9.2x and decreased shares outstanding growth rate from -0.0% to -0.0%.