Infrastructure Projects In Northern Delaware And Permian Will Sustain Demand

Published
28 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$53.36
23.7% undervalued intrinsic discount
20 Aug
US$40.70
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1Y
-6.0%
7D
-0.3%

Author's Valuation

US$53.4

23.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 66%

Shared on30 Apr 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.19%

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 Increased 5.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.09%

AnalystConsensusTarget has decreased revenue growth from 33.2% to 23.5%, increased profit margin from 3.5% to 10.1% and decreased future PE multiple from 98.8x to 41.9x.

Shared on19 Mar 25
Fair value Decreased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 201%

AnalystConsensusTarget has increased revenue growth from 28.0% to 33.2%, decreased profit margin from 5.9% to 3.5% and increased future PE multiple from 26.6x to 99.5x.