AD8 Share Price Performance
AU$0
-8.55 (-100.00%)
Price AU$0
Fair ValueAU$8.46
Share Pricen/a
Audinate Group Limited (ASX:AD8) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
Oct 09
Audinate Group Limited Stock Price
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AD8 Community Narratives
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Fair Value AU$8.46 50.0% undervalued intrinsic discount
Cloud And Software Trends Will Transform AV Industry
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Fair Value AU$14.58 71.0% undervalued intrinsic discount
Cloud And Digital Trends Will Drive AV Integration
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Fair Value AU$4.3 1.6% undervalued intrinsic discount
Elevated Costs And Intense Rivalry Will Drain Value
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Cloud And Digital Trends Will Drive AV Integration
Key Takeaways Dominance in AV networking and unified cloud SaaS integration positions Audinate for strong customer lock-in, recurring software revenue, and margin expansion. Strategic M&A, industry-leading innovation, and first-mover advantage in AI/cloud enable outsized market expansion and sustained long-term growth opportunities.Read more
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AN
AU$14.58
71.0% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
20.9% p.a.
Profit Margin
9.69%
Future PE
144.07x
Price in 2028
AU$18.36
Cloud And Software Trends Will Transform AV Industry
Key Takeaways Expansion into integrated cloud-based AV solutions and recurring SaaS products strengthens gross margins and revenue predictability. Strategic moves in video and increased adoption of Dante technology drive multi-year growth and capitalize on AV industry digitization trends.Read more
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AN
AU$8.46
50.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
15.56% p.a.
Profit Margin
9.69%
Future PE
95.49x
Price in 2028
AU$10.63
Elevated Costs And Intense Rivalry Will Drain Value
Key Takeaways Intensifying open-source adoption and industry shift to open standards threaten Audinate's technology edge, margin sustainability, and long-term market relevance. Persistent cost increases and slow enterprise spending risk an inflated cost base and declining earnings if new investments fail to yield strong adoption.Read more
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AN
AU$4.3
1.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
9.56% p.a.
Profit Margin
9.09%
Future PE
60.72x
Price in 2028
AU$5.4
Trending Discussion
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Cloud And Software Trends Will Transform AV Industry
Fair Value: AU$8.46 50.0% undervalued intrinsic discount
35 followersusers have followed this narrative
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Elevated Costs And Intense Rivalry Will Drain Value
Fair Value: AU$4.3 1.6% undervalued intrinsic discount
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Cloud And Digital Trends Will Drive AV Integration
Fair Value: AU$14.58 71.0% undervalued intrinsic discount
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Snowflake Analysis
Audinate Group Limited Key Details
About AD8
- Founded
- 2003
- Employees
- 235
- CEO
- WebsiteView website
Audinate Group Limited engages in develops and sells digital audio visual (AV) networking solutions Australia and internationally. It provides Dante, a technology platform that distributes digital audio and video signals over computer networks to original equipment manufacturers. The company provides software products, such as Dante Controller, a real-time network monitoring device; Dante Virtual Soundcard that provides access to various audio devices on the network; Dante Via, a software application that route audio between applications, devices connected to computer; Dante Studio; Dante Director, a cloud-based SaaS application; Dante Managed API; Dante connect, a cloud-based broadcast production; and Dante Domain Manager, as well as Dante AVIO adapters. It also, offers Dante-enabled products; and solutions for manufacturers. The company was founded in 2003 and is headquartered in Surry Hills, Australia.
