5G Competition And Surging Capex Will Decimate Broadband Returns

AN
AnalystLowTarget
AnalystLowTarget
Not Invested
Consensus Narrative from 19 Analysts
Published
11 Apr 25
Updated
30 Jul 25
AnalystLowTarget's Fair Value
US$275.00
6.7% undervalued intrinsic discount
30 Jul
US$256.57
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1Y
-29.6%
7D
-3.1%

Author's Valuation

US$275.0

6.7% undervalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 28%

Shared on30 Apr 25
Fair value Decreased 1.23%

AnalystLowTarget has decreased revenue growth from -0.0% to 0.0%.

Shared on23 Apr 25
Fair value Increased 4.69%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 18%

AnalystLowTarget made no meaningful changes to valuation assumptions.