Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership

AN
AnalystConsensusTarget
Consensus Narrative from 40 Analysts
Published
17 Jul 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$295.16
0.8% undervalued intrinsic discount
06 Aug
US$292.93
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1Y
103.5%
7D
-1.5%

Author's Valuation

US$295.2

0.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 24%

Shared on30 Apr 25
Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Mar 25
Fair value Increased 4.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 18%

AnalystConsensusTarget has increased revenue growth from 16.3% to 18.0%, decreased future PE multiple from 46.4x to 40.0x and increased discount rate from 8.1% to 9.3%.