Overoptimistic Cybersecurity Trends Will Exacerbate Valuation Risks

Published
23 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$22.23
0.8% overvalued intrinsic discount
14 Aug
US$22.41
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1Y
13.6%
7D
3.8%

Author's Valuation

US$22.2

0.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 0.29%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 8.24%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.3%.

Shared on09 Apr 25
Fair value Increased 8.66%

AnalystConsensusTarget has increased revenue growth from 1.2% to 1.6%, increased profit margin from 12.3% to 14.7% and decreased future PE multiple from 20.3x to 16.9x.

Shared on02 Apr 25
Fair value Increased 1.30%

Shared on26 Mar 25
Fair value Decreased 1.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.