Rising European Defense Budgets Will Create New Opportunities

AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Published
28 Sep 24
Updated
25 Jun 25
AnalystConsensusTarget's Fair Value
US$16.35
35.6% undervalued intrinsic discount
25 Jun
US$10.53
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1Y
9.1%
7D
0.9%

Author's Valuation

US$16.4

35.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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 Decreased 9.17%

AnalystConsensusTarget has decreased profit margin from 21.5% to 16.8%, increased future PE multiple from 9.8x to 13.2x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on26 Mar 25
Fair value Increased 12%

Shared on19 Mar 25
Fair value Increased 3.35%

AnalystConsensusTarget has increased revenue growth from 9.5% to 12.3%, increased profit margin from 15.1% to 16.8% and decreased future PE multiple from 15.1x to 13.2x.

Shared on11 Mar 25

AnalystConsensusTarget has increased discount rate from 8.4% to 9.9%.