Google Cloud And Databricks Will Advance AI Adoption Amid Risks

Published
05 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$1.12
11.6% undervalued intrinsic discount
15 Aug
US$0.99
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1Y
-28.5%
7D
-18.4%

Author's Valuation

US$1.1

11.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Aug 25

With both Net Profit Margin and Future P/E remaining essentially flat, analyst sentiment on LivePerson's outlook has not shifted, resulting in an unchanged fair value estimate of $1.12. What's in the News LivePerson issued Q3 and full-year 2025 guidance, expecting a 21–26% year-over-year revenue decline with total revenue between $230 million–$240 million and 93% of revenue recurring.

Shared on30 Jul 25
Fair value Increased 30%

Despite a notably weaker revenue growth outlook and a higher future P/E, LivePerson's consensus price target has increased from $0.86 to $0.925, reflecting an upward adjustment in fair value expectations. What's in the News LivePerson provided Q2 2025 revenue guidance of $57–$60 million, representing a 29% to 25% year-over-year decline; recurring revenue to comprise 93% of total.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.03%

AnalystConsensusTarget has increased revenue growth from -12.8% to -10.2%, decreased profit margin from 13.3% to 11.7% and decreased shares outstanding growth rate from 0.1% to 0.0%.