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ASNS: Expanding Critical Infrastructure Contracts Will Drive Future Upside Potential

Federal Certification And SaaS Offerings Will Unlock Smart City Prospects

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ASNS
AnalystConsensusTarget
Not Invested
Published 18 Apr 2025

Update shared on 03 Dec 2025

Fair value Decreased 48%
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AnalystConsensusTarget's Fair Value
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1Y
-78.6%
7D
-9.6%

Analysts have lowered their price target on Actelis Networks from approximately 40 dollars to 21 dollars, citing more moderate expectations for revenue growth and valuation multiples, despite slightly improved margin assumptions.

What's in the News

  • Follow-on orders from the Washington DC Department of Transportation totaling nearly 100,000 dollars extend Actelis' role in modernizing the capital's intelligent transportation systems and build on a prior 2.3 million dollar contract (Client announcement).
  • A major Japanese railway operator placed a roughly 100,000 dollar order for Actelis' hybrid fiber networking to support critical rail infrastructure modernization, reinforcing the company's presence in Japan's transportation sector (Client announcement).
  • Actelis announced a 1-for-10 stock split or significant stock dividend effective November 18, 2025, adjusting its share structure amid broader capital markets activity (Stock split announcement).
  • The company secured multiple new European infrastructure orders, including urban smart city networking in Germany and cyber-hardened connectivity for a regional utility, highlighting momentum in critical infrastructure and smart city markets (Client announcements).
  • Actelis completed a 4.667 million dollar follow-on equity offering and entered an up to 30 million dollar common stock purchase agreement with White Lion Capital, supplemented by additional equity and warrant issuances to bolster liquidity (Capital markets filings).

Valuation Changes

  • Fair Value: reduced significantly from approximately 40 dollars to 21 dollars, reflecting a more conservative assessment of upside.
  • Discount Rate: increased slightly from about 8.34 percent to 8.39 percent, modestly raising the required return on equity.
  • Revenue Growth: lowered materially from roughly 166.4 percent to 119.0 percent, indicating more moderate expectations for top line expansion.
  • Net Profit Margin: raised slightly from around 9.1 percent to 10.0 percent, incorporating somewhat stronger long term profitability assumptions.
  • Future P/E: cut sharply from about 185.2 times to 15.1 times, bringing valuation multiples closer to more typical market levels.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.