Overvaluation And Rising Costs Will Erode Semiconductor Margins

AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$843.23
4.4% undervalued intrinsic discount
06 Aug
US$805.85
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1Y
6.4%
7D
10.3%

Author's Valuation

US$843.2

4.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 3.95%

Shared on30 Apr 25
Fair value Decreased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.35%

AnalystConsensusTarget has increased profit margin from 11.4% to 26.2% and decreased future PE multiple from 118.3x to 50.6x.

Shared on10 Mar 25
Fair value Increased 4.41%

AnalystConsensusTarget has decreased profit margin from 27.0% to 11.4% and increased future PE multiple from 51.6x to 118.3x.