Valuation Concerns

Investor sentiment has been tempered by valuation concerns. A DCF model values the shares at $79.72, implying a 40.8 % premium to the current market price. The P/E ratio sits at 95.67×, well above semiconductor peers, while the Fair Ratio of 71.76× signals over‑optimistic pricing. The stock has also experienced a 21.6 % YTD decline and a 9.5 % drop in the last week, underscoring potential for a price correction if cash‑flow expectations falter.