Loading...

Overoptimistic US-China Trade Shifts Will Lower Earnings

Published
19 Feb 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
US$14.04
3.1% undervalued intrinsic discount
28 Aug
US$13.61
Loading
1Y
-25.5%
7D
-5.3%

Author's Valuation

US$14.0

3.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 8.46%

Shared on17 Apr 25
Fair value Increased 5.72%

AnalystConsensusTarget has increased profit margin from 3.3% to 19.1% and decreased future PE multiple from 17.5x to 3.0x.

Shared on02 Apr 25
Fair value Decreased 4.79%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 14%

AnalystConsensusTarget has increased revenue growth from -10.0% to -16.3%, decreased profit margin from 19.1% to 3.3% and increased future PE multiple from 2.8x to 17.4x.

Shared on13 Mar 25
Fair value Increased 23%

AnalystConsensusTarget has increased revenue growth from -8.6% to -10.0%, decreased profit margin from 23.3% to 19.1% and increased future PE multiple from 2.3x to 2.8x.