Legacy And AI Risks Will Constrain Outlook But Allow Progress

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

12 Aug 25

Updated

01 Jul 26

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Not Invested

Shared on 01 Jul 26

Fair value Decreased 58%

NOTE: Cost Reset And Expanded Policy Data Access Will Support Re Rating

FiscalNote shakes up leadership and cuts staff as it tries to simplify the business and lower costs after losing its main stock market listing. At the same time, it expands access to its policy data tools for customers and developers, which could help drive renewed interest if execution holds.

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Shared on 10 May 26

Fair value Decreased 40%

NOTE: Expanded AI Policy Data Access Will Support Future Earnings Re Rating

Analysts have lowered their fair value estimate for FiscalNote Holdings from $5.00 to $3.00, citing slightly softer assumptions for revenue growth, profit margins, and future P/E, along with a small adjustment to the discount rate. What's in the News FiscalNote received a delisting notice from the New York Stock Exchange for not meeting the US$1.00 minimum average share price requirement over 30 trading days, with trading in its Class A common stock and warrants suspended on the NYSE and expected to move to OTC markets starting March 26, 2026 (Delistings).

3 views

Shared on 27 Jan 26

NOTE: Expanding AI Policy Tools Will Support Future Earnings Re Rating

Analysts have nudged their price target on FiscalNote Holdings to US$5.00 from US$5.00, reflecting small tweaks to revenue growth, profit margin, and assumed future P/E that leave their overall valuation view essentially unchanged. What's in the News Launched Epstein Unboxed, an AI enhanced database that aggregates thousands of documents related to the Epstein investigations into a single searchable archive, with rapid processing of new government document releases and AI generated summaries and tags.

6 views

Shared on 12 Jan 26

Fair value Decreased 72%

NOTE: Long Term Policy Platform Adoption Will Support Future Earnings Re Rating

Analysts have reset their price target on FiscalNote Holdings from US$18.00 to US$5.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a lower future P/E multiple. What's in the News FiscalNote launched Epstein Unboxed, an AI driven database that organizes thousands of Epstein investigation documents into a single searchable resource, with ongoing updates planned as new public records are released (Product related announcement).

5 views

Legacy And AI Risks Will Constrain Outlook But Allow Progress

NOTE: Cost Reset And Expanded Policy Data Access Will Support Re Rating

NOTE: Expanded AI Policy Data Access Will Support Future Earnings Re Rating

NOTE: Expanding AI Policy Tools Will Support Future Earnings Re Rating

NOTE: Long Term Policy Platform Adoption Will Support Future Earnings Re Rating

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