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Donaldson Company (DCI) shares have shown steady performance this month, rising as investors continue to consider the company’s latest financial results and broader industry trends. With steady revenue and net income growth, DCI remains a point of conversation.

See our latest analysis for Donaldson Company.

Donaldson Company’s share price continues to build positive momentum, climbing more than 4% over the past month and racking up an impressive year-to-date share price return of 29%. While recent gains have attracted attention, the company’s long-term results speak for themselves, with a total shareholder return of 53% over three years and more than 75% over five years. This reflects sustained performance and market confidence.

If you’re interested in what else is showing strong momentum, this is a great time to broaden your view and discover fast growing stocks with high insider ownership

But after such strong recent returns, investors may be wondering if Donaldson’s share price is undervalued and offering further upside, or if the market is now fully factoring in the company’s future growth prospects.

Donaldson Company’s share price closed at $86.86, comfortably above the $80.00 fair value estimated in the most popular narrative. This invites a closer look at what analysts believe is powering the company’s valuation, and why the market may have already priced in much of the anticipated upside.

Global expansion of environmental regulations and emissions standards is increasing demand for advanced filtration across industrial and transportation sectors. This is positioning Donaldson to achieve record sales in both Industrial Solutions and Mobile Solutions, with a direct positive impact on revenue and earnings growth in FY26 and beyond.

Read the complete narrative.

Curious about the projections driving this premium? There is a bold profit margin shift and potential record earnings on the table. Find out the financial levers behind this outlook and the one number that could turn the whole story upside down.

Result: Fair Value of $80.00 (OVERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent delays in bioprocessing and a heavy reliance on aftermarket sales could slow revenue growth or disrupt earnings predictability in the future.

Find out about the key risks to this Donaldson Company narrative.

If you see the story differently or want to dig into the details yourself, you can build your own perspective in just a few minutes. Do it your way

A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Donaldson Company.

Get ahead of the market and unlock fresh investment ideas tailored to your strategy by exploring these standout stock selections. Don’t let your next winner slip by.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DCI.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

AvePoint (AVPT) just delivered a notable update for investors, announcing strong quarterly earnings with significant increases in revenue and profit compared to the previous year. The company also raised its full-year guidance, signaling renewed momentum.

See our latest analysis for AvePoint.

Despite posting standout earnings and forming a strategic partnership with a key Microsoft channel group, AvePoint’s share price has pulled back recently, dropping over 20% in the past month and sitting down roughly 27% year-to-date. However, its three-year total shareholder return is an impressive 159%, showing long-term holders have been well rewarded even as short-term momentum has faded.

If AvePoint’s run of news has you thinking bigger, this could be an ideal time to broaden your investing lens and explore fast growing stocks with high insider ownership

With AvePoint delivering robust growth, boosting guidance, and gaining fresh Wall Street support, investors are left to consider if the recent selloff is an overreaction that offers value or if all future gains are already reflected in the price.

With AvePoint closing at $12.08 and the most-followed narrative putting fair value over 40% higher, expectations are diverging from the current market pricing. The narrative’s thesis leans heavily on the company’s platform expansion and its evolving industry role.

The accelerating enterprise adoption of AI tools like Microsoft Copilot, alongside increasing security and data governance challenges, is positioning AvePoint’s data management and governance solutions as mission-critical, which is driving robust customer expansions and higher spending per customer. This acts as a catalyst for sustained revenue growth and stronger net retention rates.

Read the complete narrative.

Curious about the bold numerical leaps this narrative is built on? The valuation hinges on a future profit metric more commonly reserved for elite software players and is underpinned by a growth outlook that defies conventional sector averages. Ready to see what is powering this valuation gap? Dive deep to discover which financial projections carry the most weight in the narrative’s fair value.

Result: Fair Value of $21.02 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, rising competition from cloud giants and AvePoint’s continued reliance on Microsoft’s ecosystem could dampen the outlook and limit future gains.

Find out about the key risks to this AvePoint narrative.

Looking from a market multiples angle, AvePoint’s price-to-sales ratio stands at 6.6x, which is notably higher than both the US Software industry average of 4.9x and the peer group average of 4.8x. This premium could signal higher expectations baked into the price, increasing the risk if growth falls short. The fair ratio, calculated at 5.8x, sits below the current mark. Could the market eventually reset closer to this benchmark, or will AvePoint’s momentum justify its elevated valuation?

See what the numbers say about this price — find out in our valuation breakdown.

If you see things differently or want to run the numbers your own way, it only takes a few minutes to craft your own perspective, so why not Do it your way

A great starting point for your AvePoint research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

Smart investors know that real opportunity comes from expanding their watchlist. Unlock fresh insights and jump ahead by scoping out these powerful market themes now:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include AVPT.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com