AI Data Centers And Clean Gas Will Drive Future Success

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
03 Sep 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$32.15
9.1% undervalued intrinsic discount
30 Jul
US$29.22
Loading
1Y
19.7%
7D
-3.6%

Author's Valuation

US$32.2

9.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Increased 6.33%

Shared on30 Apr 25
Fair value Decreased 33%

AnalystConsensusTarget has decreased revenue growth from 21.0% to 15.9%, increased profit margin from 27.9% to 42.4% and decreased future PE multiple from 8.8x to 4.4x.

Shared on23 Apr 25
Fair value Increased 8.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.97%

AnalystConsensusTarget has decreased revenue growth from 26.8% to 21.0%.

Shared on09 Apr 25
Fair value Decreased 0.75%

AnalystConsensusTarget has increased revenue growth from 21.7% to 26.8%, decreased profit margin from 31.8% to 26.4% and decreased discount rate from 8.3% to 7.4%.

Shared on02 Apr 25
Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 31.9% to 21.7% and increased profit margin from 25.0% to 31.8%.

Shared on26 Mar 25
Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 4.14%

AnalystConsensusTarget has increased profit margin from 22.9% to 26.4%.

Shared on11 Mar 25
Fair value Increased 9.25%

AnalystConsensusTarget has increased revenue growth from 15.4% to 32.6%, decreased profit margin from 44.6% to 22.9%, increased future PE multiple from 4.5x to 8.2x, increased discount rate from 7.1% to 8.3% and increased shares outstanding growth rate from -0.0% to -0.0%.