Enterprise AI Expansion Will Drive Opportunities Despite Early Adoption Uncertainties

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

08 Dec 25

Views

1.1k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

22.5%

7D

7.7%

Loading

1Y

22.5%

7D

7.7%

You can edit this narrative until Dec 9 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$93.7543.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

INOD: Early Enterprise AI Adoption Will Drive Expanding Customer Base Opportunities

Analysts have raised their price target on Innodata shares from $74 to $110, citing the company’s strong positioning to benefit from early stage enterprise AI adoption and a broadening customer base beyond traditional technology companies. Analyst Commentary Bullish analysts point to the latest price target increase as evidence that expectations for Innodata's growth trajectory are accelerating, particularly as enterprises begin to scale AI initiatives across more functions.

Shared on 24 Nov 25

Fair value Increased 9.01%

INOD: Expanding Customer Base Will Drive Sustained AI Demand Momentum

Analysts have raised their fair value estimate for Innodata from $86 to $93.75. This reflects expectations of stronger revenue growth and expanding opportunities as enterprise adoption of artificial intelligence accelerates.

Shared on 08 Nov 25

Fair value Increased 10%

INOD: Expanding Enterprise AI Adoption Will Drive Stronger Profitability Momentum

Innodata's analyst price target increased from $78 to $86, as analysts cite the company's expanding role in early-stage enterprise AI adoption and its potential to capitalize on growing industry demand. Analyst Commentary Analyst perspectives on Innodata have highlighted both the opportunities and risks associated with the company's evolving role within the enterprise AI sector.

Shared on 25 Oct 25

Fair value Increased 4.00%

Analysts have raised their fair value estimate for Innodata from $75 to $78.00, citing increased confidence in the company’s potential to capitalize on expanding enterprise AI adoption and growth in customer base. Analyst Commentary Recent reports reflect a growing sense of optimism among analysts regarding Innodata’s trajectory in the evolving artificial intelligence landscape.

Shared on 10 Oct 25

Fair value Increased 11%

Narrative Update on Innodata: Analyst Price Target Revision Analysts have raised their price target for Innodata significantly, increasing it from $67.80 to $75.00. They cited the company's strong position to capitalize on expanding enterprise AI adoption and improved profit margin expectations.

Shared on 19 Sep 25

Fair value Increased 5.28%

The upward revision in Innodata’s consensus price target largely reflects increased future P/E expectations, with valuation rising from $64.40 to $67.80. What's in the News Innodata raised full-year 2025 revenue guidance, now expecting 45% or more organic revenue growth, up from 40%.

Shared on 01 May 25

Fair value Decreased 21%

Shared on 23 Apr 25

Fair value Decreased 5.02%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 14%

AnalystConsensusTarget has decreased profit margin from 13.2% to 11.3% and increased future PE multiple from 49.9x to 81.3x.

AnalystConsensusTarget Fair Value

US$93.75

43.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

22.91%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.15%

Calculation

US$53.62m

Earnings '28

x

70.94x

PE Ratio '28

=

US$3.80b

Market Cap '28

US$3.80b

Market Cap '28

/

33.61m

No. shares '28

=

US$113.20

Share Price '28

US$113.20 Share Price '28

Discounted to 2025 @ 7.13% p.a.

=

US$92.06

Fair Value '25