“Hardware AI Stocks Reverse POST Jackson Hole”
IRN is trading very inexpensively (0.33 PEG) due to strong forecast growth, but this valuation reflects risks about terminal growth decline or ongoing capex debt needs.
Let me see what happened with Iron on expectation versus reality. So, I ran forecasts for the year ending June 2027, you're still sitting at 69 cents of earnings. However, then you get to a buck 46 and the growth from there looks starts looking pretty good.
So as they start getting a return on assets. So 3563 divided by $146. It's only trading for 24 times. And the forecast growth is is actually really good. So let's write this down because it actually looks like it's trading very inexpensively.
That said, that can come with its own risks of well, you know, what's the terminal growth rate for the company because it may not grow forever like that.