Audinate Group Ltd
AD8: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|>> | LOCK|%q>L | LOCK|V&#gL?< |
Audinate Earnings: Transition Year Appears Well Underway
We raise our fair value estimate for narrow-moat Audinate to AUD 19 per share from AUD 18.50 with first-half results. The company’s results aligned with fiscal 2025 being a transition year for the company, and growth resuming in fiscal 2026. Share prices jumped on the result but still screen as undervalued.
