Cloud Migration And Price Pressures Will Erode Value

Published
10 Apr 25
Updated
20 Aug 25
AnalystLowTarget's Fair Value
US$107.99
21.2% overvalued intrinsic discount
20 Aug
US$130.84
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1Y
16.8%
7D
-5.4%

Author's Valuation

US$108.0

21.2% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Increased 3.62%

AnalystLowTarget has decreased future PE multiple from 14.5x to 12.4x.

Shared on30 Apr 25
Fair value Decreased 0.75%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.63%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.94%

AnalystLowTarget has decreased revenue growth from 5.1% to 4.6%.