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NOTE: Expanding AI Policy Platform Will Drive Future Profit Margin Strength

Global Policy Intelligence Will Fuel Transition Amid Challenges

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NOTE
AnalystConsensusTarget
Not Invested
Published 03 Apr 2025

Update shared on 12 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-88.3%
7D
-13.4%

Analysts have modestly lowered their price target on FiscalNote Holdings to $19.25, reflecting slightly improved profit margin expectations along with a marginally lower assumed future price to earnings multiple.

What's in the News

  • Launched Impact Summaries in PolicyNote, adding AI powered, organization specific analysis that clarifies how legislation and regulations affect individual customers and reduces manual review time for policy teams (Product related announcement)
  • Reported continued global commercial momentum, driven by expanding adoption of the Global Policy Dashboard within PolicyNote among large enterprises across technology, healthcare, energy, insurance, and other industries (Product related announcement)
  • Introduced voterVoice grassroots advocacy data into PolicyNote, giving policy professionals a unified view of grasstops and grassroots influence with district level insights and integrated campaign activity (Product related announcement)
  • Rolled out AI powered Bill Comparison in PolicyNote, enabling instant redline comparisons of legislation and regulatory texts, with search and AI Assistant summaries to highlight key changes and policy impacts (Product related announcement)
  • Expanded PolicyNote with personalized tariff impact reports that combine comprehensive tariff data and customer specific inputs to model country level exposure and support faster supply chain decisions (Product related announcement)

Valuation Changes

  • Fair Value Estimate: Unchanged at $19.25 per share, indicating no revision to the intrinsic value assessment.
  • Discount Rate: Stable at 12.5%, reflecting no change in the assumed risk profile or required return.
  • Revenue Growth: Effectively unchanged, with the long term assumption remaining at approximately minus 3.97% annually.
  • Net Profit Margin: Risen slightly, with the long term margin assumption increasing from about 7.39% to 7.48%.
  • Future P/E: Fallen slightly, with the assumed long term valuation multiple reduced from 77.50x to 76.56x earnings.

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Disclaimer

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