Digital Transformation And AI Will Expand Global Infrastructure

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
29 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$154.82
5.3% undervalued intrinsic discount
07 Aug
US$146.57
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1Y
30.9%
7D
4.1%

Author's Valuation

US$154.8

5.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 15%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 5.11%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 3.7% and increased future PE multiple from 11.7x to 13.0x.

Shared on09 Apr 25
Fair value Decreased 4.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased revenue growth from 5.6% to 4.2% and decreased future PE multiple from 13.6x to 11.5x.

Shared on26 Mar 25
Fair value Increased 6.42%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 9.62%

AnalystConsensusTarget has increased revenue growth from 4.1% to 5.6% and decreased shares outstanding growth rate from -0.0% to -0.0%.