Cloud And AI Trends Will Drive Semiconductor Expansion

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AnalystHighTarget
AnalystHighTarget
Not Invested
Consensus Narrative from 35 Analysts
Published
08 Apr 25
Updated
23 Jul 25
AnalystHighTarget's Fair Value
US$27.24
25.1% undervalued intrinsic discount
23 Jul
US$20.41
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1Y
7.5%
7D
0.3%

Author's Valuation

US$27.2

25.1% undervalued intrinsic discount

AnalystHighTarget Fair Value

Shared on07 May 25
Fair value Decreased 2.16%

Shared on30 Apr 25
Fair value Increased 0.58%

AnalystHighTarget has decreased revenue growth from 6.9% to 4.9%, increased profit margin from 9.3% to 12.3% and decreased future PE multiple from 29.6x to 23.6x.

Shared on23 Apr 25
Fair value Increased 6.09%

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.09%

AnalystHighTarget has decreased profit margin from 12.8% to 9.3% and increased future PE multiple from 19.6x to 27.0x.