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Subscription Model Shift And Generative AI Will Strengthen Future Competitiveness

Published
11 Sep 24
Updated
17 Apr 25
AnalystConsensusTarget's Fair Value
US$17.12
8.0% overvalued intrinsic discount
17 Apr
US$18.49
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1Y
74.6%
7D
0.7%

Author's Valuation

US$17.1

8.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 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.