Warehouse Automation And AI Will Transform Global Supply Chains

Published
24 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$37.00
35.8% undervalued intrinsic discount
14 Aug
US$23.77
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1Y
-6.6%
7D
0.8%

Author's Valuation

US$37.0

35.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 5.06%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.55%

AnalystConsensusTarget has increased revenue growth from -18.2% to 0.3%, increased profit margin from 3.4% to 5.5%, decreased future PE multiple from 47.9x to 16.9x and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on09 Apr 25
Fair value Decreased 2.49%

Shared on02 Apr 25
Fair value Increased 0.72%

AnalystConsensusTarget has increased revenue growth from -18.2% to 0.3%, increased profit margin from 3.4% to 5.5%, decreased future PE multiple from 49.9x to 17.1x and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on26 Mar 25
Fair value Decreased 3.32%

AnalystConsensusTarget has decreased revenue growth from 0.3% to -18.2%, decreased profit margin from 5.5% to 3.4%, increased future PE multiple from 17.1x to 49.9x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 2.75%

AnalystConsensusTarget has decreased revenue growth from 0.7% to 0.3%, increased profit margin from 2.6% to 5.5% and decreased future PE multiple from 33.9x to 17.0x.