Cloud Consolidation And Regulation Will Undermine Contracts Yet Spur Recovery

AnalystLowTarget

Not Invested

Community Contributor

Published

10 Aug 25

AnalystLowTarget's Fair Value

US$23.00

19.5% undervalued

04 Sep

US$18.51

-42.0%

-6.1%

-42.0%

-6.1%

You can edit this narrative until Aug 10 10:46 PM. Then, changes will post as Updates.

Author's Valuation

US$2319.5% undervalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$23

19.5% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

16.47%

Software revenue growth rate

1.46%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.48%

Calculation

US$89.95m

Earnings '28

74.37x

PE Ratio '28

US$6.69b

Market Cap '28

US$6.69b

Market Cap '28

228.28m

No. shares '28

US$29.30

Share Price '28

US$29.30 Share Price '28

Discounted to 2025 @ 8.41% p.a.

US$23.00

Fair Value '25