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Cloud Adoption And AI Integration Will Drive Supply Chain Modernization

Published
08 Aug 24
Updated
07 May 25
AnalystConsensusTarget's Fair Value
US$227.89
4.5% undervalued intrinsic discount
10 Sep
US$217.71
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1Y
-21.1%
7D
0.7%

Author's Valuation

US$227.9

4.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 12%

Shared on30 Apr 25
Fair value Decreased 6.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 1.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget has decreased future PE multiple from 66.0x to 57.6x.

Shared on09 Apr 25
Fair value Increased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 33%

AnalystConsensusTarget has decreased revenue growth from 10.2% to 6.9%, decreased future PE multiple from 78.1x to 54.7x, increased discount rate from 7.0% to 7.9% and decreased shares outstanding growth rate from -0.0% to -0.0%.