New Brazil Contracts And Deepwater Projects Will Boost Future Growth Despite Market Softening And Regulatory Risks

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AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
09 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$42.71
34.1% undervalued intrinsic discount
07 Aug
US$28.17
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1Y
-37.5%
7D
-3.4%

Author's Valuation

US$42.7

34.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Decreased 10%

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 has decreased discount rate from 9.0% to 8.1%.

Shared on02 Apr 25
Fair value Decreased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.19%

AnalystConsensusTarget has increased profit margin from 19.0% to 22.0% and decreased future PE multiple from 9.9x to 8.3x.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 18%

AnalystConsensusTarget has increased revenue growth from 7.0% to 9.4% and decreased future PE multiple from 13.8x to 9.9x.