Global Data Center Expansion Will Unlock Future AI Demand

Published
19 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$956.76
18.3% undervalued intrinsic discount
14 Aug
US$781.31
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1Y
-5.7%
7D
0.7%

Author's Valuation

US$956.8

18.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 3.50%

Shared on30 Apr 25
Fair value Decreased 2.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 0.014%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.047%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 5.45%

AnalystConsensusTarget has decreased revenue growth from 11.2% to 7.3%.