Backblaze

Concentrated AI Markets Will Squeeze Margins But Enable Resilience

AnalystLowTarget

Not Invested

Community Contributor

Published

12 Aug 25

AnalystLowTarget's Fair Value

US$8.00

24.9% overvalued

04 Sep

US$9.99

47.3%

3.6%

47.3%

3.6%

You can edit this narrative until Aug 12 10:09 PM. Then, changes will post as Updates.

Author's Valuation

US$824.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$8

24.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

13.08%

IT revenue growth rate

0.59%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.15%

Calculation

US$25.07m

Earnings '28

48.28x

PE Ratio '28

US$1.21b

Market Cap '28

US$1.21b

Market Cap '28

116.42m

No. shares '28

US$10.40

Share Price '28

US$10.40 Share Price '28

Discounted to 2025 @ 9.13% p.a.

US$8.00

Fair Value '25