Fading Hybrid Demand Will Diminish Margins Amid Fierce Competition

AnalystLowTarget

Not Invested

Consensus Narrative from 27 Analysts

Published

24 Aug 25

Updated

27 Aug 25

AnalystLowTarget's Fair Value

US$69.45

16.6% overvalued

27 Aug

US$80.96

14.5%

12.2%

14.5%

12.2%

Author's Valuation

US$69.5

16.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$69.5

16.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

3.27%

Software revenue growth rate

1.45%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.41%

Calculation

US$811.71m

Earnings '28

29.98x

PE Ratio '28

US$24.34b

Market Cap '28

US$24.34b

Market Cap '28

275.17m

No. shares '28

US$88.44

Share Price '28

US$88.44 Share Price '28

Discounted to 2025 @ 8.41% p.a.

US$69.41

Fair Value '25