AI Investment Will Erode Semiconductor Margins Despite Weak Upside

AN
AnalystLowTarget
AnalystLowTarget
Not Invested
Consensus Narrative from 16 Analysts
Published
18 Apr 25
Updated
30 Jul 25
AnalystLowTarget's Fair Value
US$74.00
45.2% overvalued intrinsic discount
30 Jul
US$107.47
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1Y
-11.7%
7D
3.2%

Author's Valuation

US$74.0

45.2% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 14%

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

Shared on30 Apr 25
Fair value Decreased 7.33%

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

Shared on23 Apr 25
Fair value Increased 1.58%

AnalystLowTarget made no meaningful changes to valuation assumptions.