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US Export Restrictions And Manufacturing Bottlenecks Will Undermine Future Prospects

Published
08 Apr 25
Updated
07 May 25
AnalystLowTarget's Fair Value
US$136.68
70.4% overvalued intrinsic discount
10 Sep
US$232.89
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1Y
41.9%
7D
37.2%

Author's Valuation

US$136.6870.4% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Increased 30%

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.