US Communications And Data Centers Will Fuel Storage Demand

Published
03 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$111.69
10.1% undervalued intrinsic discount
14 Aug
US$100.41
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1Y
6.0%
7D
10.2%

Author's Valuation

US$111.7

10.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 6.01%

Despite declines in both revenue growth and net profit margin forecasts, the consensus analyst price target for EnerSys has increased to $111.69, suggesting expectations for improved valuation drivers beyond these top-line and bottom-line metrics. What's in the News EnerSys increased its quarterly cash dividend by 9% to $0.2625 per share, marking the third consecutive annual raise.

Shared on08 May 25
Fair value Decreased 4.96%

Shared on30 Apr 25
Fair value Decreased 2.13%

AnalystConsensusTarget has decreased revenue growth from 4.1% to 3.3%.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.04%

AnalystConsensusTarget has decreased revenue growth from 5.2% to 4.1%.

Shared on09 Apr 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 7.64%

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 on11 Mar 25
Fair value Increased 8.28%

AnalystConsensusTarget has decreased future PE multiple from 16.4x to 13.5x.