Data Center Demand And $28B Grid Investments Will Expand Infrastructure

Published
08 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$45.50
4.5% undervalued intrinsic discount
14 Aug
US$43.47
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1Y
2.1%
7D
0.5%

Author's Valuation

US$45.5

4.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 4.07%

Shared on30 Apr 25
Fair value Decreased 3.62%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.4%.

Shared on23 Apr 25
Fair value Increased 1.41%

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

Shared on16 Apr 25
Fair value Decreased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.84%

Shared on26 Mar 25
Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.11%

AnalystConsensusTarget has increased revenue growth from 4.3% to 5.3%.