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Update shared on06 Aug 2025

Fair value Increased 54%
AnalystConsensusTarget's Fair Value
US$10.00
36.7% undervalued intrinsic discount
08 Aug
US$6.33
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1Y
48.9%
7D
-2.9%

The notable increase in 908 Devices’ price target reflects improved outlook due to higher expected revenue growth and an expanded forward P/E, raising the consensus fair value from $6.50 to $9.00.


What's in the News


  • 908 Devices raised its 2025 revenue guidance to $54–56 million (13–17% growth), up from prior guidance of $53–55 million.
  • Launched VipIR, a 3-in-1 handheld analyzer for rapid field-based chemical identification, featuring proprietary Smart Spectral Processing and a database of over 39,000 chemical spectra.
  • Partnered with Asylon to deploy 908 Devices’ InterceptIR sensors on security robots at the Indianapolis 500, enhancing real-time situational awareness and air monitoring for public safety.
  • Metropolitan Washington Council of Governments purchased eight XplorIR devices to enhance emergency response and public safety across the DC region.
  • Romanian Customs Authority fully deployed 27 MX908 devices to improve border chemical detection and screening, supported by EU equipment funding.

Valuation Changes


Summary of Valuation Changes for 908 Devices

  • The Consensus Analyst Price Target has significantly risen from $6.50 to $9.00.
  • The Future P/E for 908 Devices has significantly risen from 47.24x to 63.38x.
  • The Consensus Revenue Growth forecasts for 908 Devices has significantly risen from 5.2% per annum to 6.8% per annum.

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.