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AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Cloud And AI Adoption Will Boost Infrastructure Modernization
Key Takeaways Expanding cloud-based, AI-driven software and shifting to subscription models boost recurring revenues, margin performance, and long-term earnings predictability. Infrastructure growth, targeted acquisitions, and better SMB and enterprise penetration drive sustained demand and accelerate revenue and margin expansion.
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US$94.75
FV
14.6% undervalued
intrinsic discount
4.26%
Revenue growth p.a.
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