Licensing Deals And AI Adoption Will Transform Market Position

Published
13 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$4.43
59.5% undervalued intrinsic discount
14 Aug
US$1.79
Loading
1Y
-46.2%
7D
0.6%

Author's Valuation

US$4.4

59.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 9.32%

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 made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 15%

AnalystConsensusTarget has increased revenue growth from 1.2% to 1.5% and decreased future PE multiple from 49.1x to 41.8x.

Shared on19 Mar 25
Fair value Decreased 8.92%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 1.2%.

Shared on11 Mar 25
Fair value Increased 42%

AnalystConsensusTarget has increased future PE multiple from 46.1x to 54.1x and increased discount rate from 9.9% to 11.4%.