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Consensus Narrative from 8 Analysts
Inflation And Geopolitical Risks Threaten Earnings Despite AI And Cloud Growth
Key Takeaways Weakness in renewable energy and EV markets may hinder Regulated Industries revenue growth, while relocation costs pressure net margins. Inflation, interest expenses, and geopolitical risks could challenge earnings, despite AI and cloud services offering potential revenue growth.
View narrativeUS$161.25
FV
8.4% undervalued intrinsic discount2.76%
Revenue growth p.a.
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1 day ago author updated this narrative