Flattened Structure And AI Focus Will Drive Operational Efficiency

AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Published
18 Jul 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$21.95
11.2% undervalued intrinsic discount
31 Jul
US$19.50
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1Y
-3.0%
7D
-5.7%

Author's Valuation

US$21.9

11.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 0.81%

Shared on30 Apr 25
Fair value Increased 0.42%

AnalystConsensusTarget has decreased revenue growth from 3.7% to 1.8%, increased profit margin from 8.1% to 10.9% and decreased future PE multiple from 29.1x to 22.7x.

Shared on23 Apr 25
Fair value Increased 0.75%

AnalystConsensusTarget has increased profit margin from 7.3% to 8.1% and decreased future PE multiple from 32.9x to 29.1x.

Shared on16 Apr 25
Fair value Decreased 5.87%

Shared on09 Apr 25
Fair value Increased 0.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 6.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 19%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 1.6%, increased profit margin from 6.2% to 11.2%, decreased future PE multiple from 28.1x to 21.9x, increased discount rate from 8.6% to 11.5% and increased shares outstanding growth rate from 0.0% to 0.0%.