Price Competition And Commoditization Will Erode Future Margins

AN
AnalystLowTarget
AnalystLowTarget
Not Invested
Consensus Narrative from 14 Analysts
Published
16 Apr 25
Updated
30 Jul 25
AnalystLowTarget's Fair Value
US$182.92
23.7% undervalued intrinsic discount
30 Jul
US$139.65
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1Y
-32.3%
7D
-32.1%

Author's Valuation

US$182.9

23.7% undervalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Increased 0.22%

AnalystLowTarget has increased revenue growth from 2.5% to 4.0% and decreased future PE multiple from 23.3x to 20.8x.

Shared on30 Apr 25
Fair value Increased 13%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 18%