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Accelerating 5G And AI Expansion Will Drive Telecom Modernization

Published
07 Nov 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
SEK 78.65
5.1% undervalued intrinsic discount
04 Sep
SEK 74.62
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1Y
-1.0%
7D
-0.2%

Author's Valuation

SEK 78.6

5.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

As both the forward P/E and revenue growth forecasts for Telefonaktiebolaget LM Ericsson remained essentially flat, analyst estimates on fair value were unchanged, with the price target holding steady at SEK78.65. What's in the News Ericsson is in advanced talks to invest several hundred million dollars for a minority stake in Intel's newly spun-off networking and edge business, NEX, deepening an already close supplier relationship; Intel is seeking additional investors and continues to retain a stake in NEX (Bloomberg, Key Developments).

Shared on01 May 25
Fair value Decreased 3.55%

Shared on23 Apr 25
Fair value Increased 0.34%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 1.2%.

Shared on17 Apr 25
Fair value Decreased 0.78%

AnalystConsensusTarget has decreased revenue growth from 2.1% to 1.3%, increased profit margin from 7.6% to 10.7% and decreased future PE multiple from 16.1x to 11.6x.

Shared on09 Apr 25
Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.