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Consensus Narrative from 11 Analysts
Infrastructure Optimization Will Address Data Center Demand, But Regulatory Challenges May Hinder Stability
Key Takeaways Strategic acquisition and infrastructure optimization could boost revenue and margins amid growing electricity demands from data centers. Increased market perception and liquidity, along with share repurchase plans, support shareholder value and earnings growth confidence.
View narrativeUS$251.60
FV
18.0% undervalued intrinsic discount11.92%
Revenue growth p.a.
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2 days ago author updated this narrative