Blackwell GPUs And Global Facilities Will Improve Data Center Performance

AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Published
20 Aug 24
Updated
23 Jul 25
AnalystConsensusTarget's Fair Value
US$44.88
26.2% overvalued intrinsic discount
23 Jul
US$56.64
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1Y
-9.3%
7D
4.0%

Author's Valuation

US$44.9

26.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 14%

Shared on30 Apr 25
Fair value Decreased 2.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased revenue growth from 28.9% to 24.5% and decreased future PE multiple from 17.1x to 12.2x.