Cloud Transition And AI Adoption Will Drive Long Term Expansion

Published
02 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$262.11
11.9% undervalued intrinsic discount
14 Aug
US$230.98
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1Y
30.1%
7D
3.5%

Author's Valuation

US$262.1

11.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 5.86%

Shared on30 Apr 25
Fair value Decreased 2.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 8.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 7.22%

Shared on26 Mar 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget has increased discount rate from 7.2% to 8.0% and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on11 Mar 25
Fair value Increased 6.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.