Global AI Infrastructure And Cybersecurity Will Drive Long-Term Value

Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$21.83
21.5% undervalued intrinsic discount
07 Aug
US$17.13
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1Y
35.3%
7D
-5.7%

Author's Valuation

US$21.8

21.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25

Shared on23 Apr 25
Fair value Decreased 7.72%

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.78%

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 1.85%

AnalystConsensusTarget has increased profit margin from 20.8% to 26.1% and decreased future PE multiple from 29.4x to 24.4x.

Shared on11 Mar 25
Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.