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AI Investment Will Erode Semiconductor Margins Despite Weak Upside

Published
18 Apr 25
Updated
07 May 25
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AnalystLowTarget's Fair Value
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1Y
65.7%
7D
-6.8%

Author's Valuation

US$74129.7% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on 07 May 25

Fair value Decreased 14%

AnalystLowTarget has decreased future PE multiple from 20.8x to 16.5x.

Shared on 30 Apr 25

Fair value Decreased 7.33%

AnalystLowTarget has decreased revenue growth from 7.1% to 5.1%.

Shared on 23 Apr 25

Fair value Increased 1.58%

AnalystLowTarget made no meaningful changes to valuation assumptions.