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New OEM Partnerships And Motorcycle Telematics Will Open Untapped Markets

Published
19 Sep 24
Updated
01 May 25
AnalystConsensusTarget's Fair Value
US$44.60
21.6% undervalued intrinsic discount
28 May
US$34.97
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1Y
27.3%
7D
1.5%

Author's Valuation

US$44.6

21.6% 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 Increased 0.43%

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 Decreased 4.49%

AnalystConsensusTarget has decreased revenue growth from 8.8% to 6.7%, increased future PE multiple from 11.7x to 16.6x and increased discount rate from 7.4% to 8.6%.