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Global AI Infrastructure And Cybersecurity Will Drive Long-Term Value

Published
24 Sep 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$23.00
22.9% undervalued intrinsic discount
10 Sep
US$17.74
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1Y
21.3%
7D
-2.1%

Author's Valuation

US$2322.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Analysts maintain a balanced view on A10 Networks, citing its strong margins, cash flow, and positioning for AI-driven security demand, but flagging competitive and upmarket challenges in cybersecurity; the consensus price target remains unchanged at $23.00. Analyst Commentary Bullish analysts highlight A10's unique position as an SMID-cap with a differentiated product mix, featuring high-single digit revenue growth and industry-leading gross and EBITDA margins.

Shared on01 May 25
Fair value Increased 5.34%

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.