AI Investment And Advanced Fabs Will Unlock Enduring Value

AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
17 Feb 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$31.25
26.8% undervalued intrinsic discount
31 Jul
US$22.89
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1Y
-37.0%
7D
1.6%

Author's Valuation

US$31.3

26.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 23%

Shared on23 Apr 25
Fair value Increased 32%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on17 Apr 25
Fair value Decreased 36%

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 53%

AnalystConsensusTarget has decreased revenue growth from 8.5% to 3.5%, decreased profit margin from 2.9% to 2.3%, increased future PE multiple from 47.2x to 55.0x and increased discount rate from 9.5% to 10.5%.