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Subscription Model Shift And Generative AI Will Strengthen Future Competitiveness

Published
11 Sep 24
Updated
17 Apr 25
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AnalystConsensusTarget's Fair Value
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1Y
74.6%
7D
0.7%

Author's Valuation

US$17.128.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 8.22%

AnalystConsensusTarget has decreased profit margin from 20.0% to 15.8% and increased future PE multiple from 20.7x to 28.5x.