US Manufacturing Reshoring And Automation Will Unlock Future Value

AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Published
08 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$38.00
19.2% undervalued intrinsic discount
08 Aug
US$30.71
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1Y
-26.8%
7D
-1.3%

Author's Valuation

US$38.0

19.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 8.65%

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
Fair value Increased 4.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 5.75%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 3.51%

AnalystConsensusTarget has increased revenue growth from 3.4% to 3.8%, decreased profit margin from 2.6% to 2.0%, increased future PE multiple from 10.4x to 14.6x and increased discount rate from 8.5% to 9.6%.