900MW Land In China Will Expand AI Data Centers

Published
23 Dec 24
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
US$45.15
29.1% undervalued intrinsic discount
21 Aug
US$32.00
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1Y
96.3%
7D
0.5%

Author's Valuation

US$45.2

29.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 25%

Shared on23 Apr 25
Fair value Decreased 19%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.1%.

Shared on17 Apr 25
Fair value Decreased 1.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.91%

AnalystConsensusTarget has decreased profit margin from 3.7% to 2.6% and increased future PE multiple from 162.4x to 243.6x.

Shared on02 Apr 25
Fair value Increased 1.85%

AnalystConsensusTarget has increased future PE multiple from 145.2x to 162.4x.

Shared on26 Mar 25
Fair value Increased 13%

AnalystConsensusTarget has decreased revenue growth from 18.7% to 13.5%, decreased profit margin from 8.0% to 4.1% and increased future PE multiple from 57.2x to 145.2x.

Shared on19 Mar 25
Fair value Increased 2.22%

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

Shared on12 Mar 25
Fair value Decreased 15%

AnalystConsensusTarget has increased revenue growth from 14.0% to 18.8%, increased profit margin from 3.1% to 7.9%, decreased future PE multiple from 203.4x to 54.9x and decreased shares outstanding growth rate from 0.1% to 0.0%.