AnalystConsensusTarget has decreased revenue growth from 14.8% to 13.1%, decreased profit margin from 26.7% to 23.0% and increased future PE multiple from 16.1x to 18.5x.

Shared on19 Mar 25
Fair value Decreased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has increased profit margin from 20.9% to 26.6%, decreased future PE multiple from 18.7x to 16.3x and decreased shares outstanding growth rate from 0.0% to 0.0%.

AI And Data Center Demand Will Drive Advanced Memory Expansion

Shared on07 May 25Fair value Increased 21%

Shared on30 Apr 25Fair value Decreased 1.59%

Shared on23 Apr 25Fair value Decreased 1.42%

Shared on16 Apr 25Fair value Decreased 1.51%

Shared on09 Apr 25Fair value Increased 0.40%

Shared on02 Apr 25Fair value Decreased 0.77%

Shared on26 Mar 25Fair value Decreased 5.67%

Shared on19 Mar 25Fair value Decreased 1.25%

Shared on10 Mar 25Fair value Increased 12%

Shared on07 May 25
Fair value Increased 21%

Shared on30 Apr 25
Fair value Decreased 1.59%

Shared on23 Apr 25
Fair value Decreased 1.42%

Shared on16 Apr 25
Fair value Decreased 1.51%

Shared on09 Apr 25
Fair value Increased 0.40%

Shared on02 Apr 25
Fair value Decreased 0.77%

Shared on26 Mar 25
Fair value Decreased 5.67%

Shared on19 Mar 25
Fair value Decreased 1.25%

Shared on10 Mar 25
Fair value Increased 12%