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Cloud Migration Will Erode Hardware Margins Amid Global Rivalry

Published
10 Apr 25
Updated
07 May 25
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AnalystLowTarget's Fair Value
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1Y
9.3%
7D
-9.5%

Author's Valuation

US$112.1930.8% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on 07 May 25

Fair value Increased 7.64%

Cloud Migration Will Erode Hardware Margins Amid Global Rivalry

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

Shared on 30 Apr 25

Fair value Decreased 0.75%

Modernization And AI Automation Will Improve Efficiency

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.63%

Modernization And AI Automation Will Improve Efficiency

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.94%

Modernization And AI Automation Will Improve Efficiency

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