Cloud Consolidation And Regulation Will Undermine Contracts Yet Spur Recovery

AnalystLowTarget

Not Invested

Consensus Narrative from 19 Analysts

Published

10 Aug 25

Updated

16 Aug 25

AnalystLowTarget's Fair Value

US$23.00

8.0% undervalued

16 Aug

US$21.15

-26.3%

5.1%

Author's Valuation

US$23.0

8.0% undervalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$23.0

8.0% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

16.47%

Software revenue growth rate

1.54%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.44%

Calculation

US$91.69m

Earnings '28

73.02x

PE Ratio '28

US$6.70b

Market Cap '28

US$6.70b

Market Cap '28

228.28m

No. shares '28

US$29.33

Share Price '28

US$29.33 Share Price '28

Discounted to 2025 @ 8.44% p.a.

US$23.00

Fair Value '25