US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

Published
08 Apr 25
Updated
09 Aug 25
AnalystLowTarget's Fair Value
US$131.06
40.7% overvalued intrinsic discount
09 Aug
US$184.42
Loading
1Y
25.1%
7D
7.0%

Author's Valuation

US$131.1

40.7% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Increased 25%

Shared on30 Apr 25
Fair value Decreased 2.07%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 5.08%

AnalystLowTarget has decreased profit margin from 15.2% to 13.0% and increased future PE multiple from 45.4x to 50.4x.

Shared on16 Apr 25
Fair value Decreased 3.11%

AnalystLowTarget has increased revenue growth from 9.1% to 10.2%.

Shared on10 Apr 25
Fair value Increased 17%

AnalystLowTarget made no meaningful changes to valuation assumptions.