Co-Packaged Optics Will Transform Future AI Data Centers

AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Published
02 Sep 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$90.31
16.6% undervalued intrinsic discount
06 Aug
US$75.32
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1Y
34.1%
7D
-7.9%

Author's Valuation

US$90.3

16.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 13%

Shared on30 Apr 25
Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.46%

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 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.28%