Refresh, Build, Buy Strategy Will Drive New Opportunities Despite Impairment Charges

AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
23 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$41.00
31.0% undervalued intrinsic discount
31 Jul
US$28.29
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1Y
-7.1%
7D
-10.2%

Author's Valuation

US$41.0

31.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 24%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget has increased revenue growth from 7.2% to 8.8% and decreased future PE multiple from 29.7x to 26.6x.

Shared on19 Mar 25
Fair value Increased 364%

AnalystConsensusTarget has decreased revenue growth from -49.6% to 7.2% and decreased future PE multiple from 62.4x to 29.7x.

Shared on13 Mar 25
Fair value Decreased 71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.