Utility Agreements And Grid Upgrades Will Boost Infrastructure Momentum

Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$200.75
7.8% undervalued intrinsic discount
07 Aug
US$185.05
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1Y
85.6%
7D
-1.9%

Author's Valuation

US$200.8

7.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 38%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 29%

Shared on11 Mar 25
Fair value Decreased 24%

AnalystConsensusTarget has increased revenue growth from 2.6% to 6.3%, increased profit margin from 4.9% to 6.4%, decreased future PE multiple from 19.0x to 9.0x and decreased shares outstanding growth rate from -0.0% to -0.1%.