Record Leasing And US Fund Will Drive Data Center Demand

Published
20 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$195.44
13.4% undervalued intrinsic discount
07 Aug
US$169.27
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1Y
13.2%
7D
-1.7%

Author's Valuation

US$195.4

13.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 6.00%

Shared on30 Apr 25
Fair value Decreased 2.18%

AnalystConsensusTarget has increased profit margin from 9.5% to 11.8% and decreased future PE multiple from 135.6x to 105.7x.

Shared on23 Apr 25
Fair value Decreased 2.98%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on16 Apr 25
Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 2.54%

AnalystConsensusTarget has decreased revenue growth from 12.2% to 10.6% and increased future PE multiple from 96.6x to 129.8x.