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Digital Tracking And Circular Supply Chains Will Improve Efficiency

Published
22 Feb 25
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
22.5%
7D
-1.0%

Author's Valuation

AU$25.336.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

Fair value Increased 1.02%

BXB: Share Price Rally Will Limit Upside Despite Buyback Program

Analysts have marginally raised their price target for Brambles from A$25.07 to A$25.33. They cite continued strong performance and note that the recent share price rally has reduced the stock’s potential return.

Shared on 26 Sep 25

Fair value Increased 1.12%

Analysts have lifted Brambles’ price target slightly to A$25.07, citing the share price’s strong rally amid limited fundamental change and scarcity of quality offshore-exposed peers, but now see limited further upside, prompting a Neutral rating. Analyst Commentary The share price rally was considered "quite remarkable" despite results that did not meaningfully change forecasts.

Shared on 09 Sep 25

Fair value Decreased 1.12%

Analysts have trimmed Brambles' price target to A$24.80 amid concerns that the recent share price rally has outpaced fundamentals, with limited improvement in the financial outlook and valuation now exceeding intrinsic value. Analyst Commentary Share price rally seen as excessive relative to underlying fundamentals and forecasts.

Shared on 22 Aug 25

Fair value Increased 14%

Brambles' price target has been upgraded primarily due to its scarcity value as a high-quality offshore-exposed operator and a reassessment of valuation, though analysts are now more cautious given the elevated share price and limited further upside, resulting in the consensus price target rising from A$22.06 to A$24.85. Analyst Commentary Strong share price rally despite results not significantly exceeding forecasts.

Shared on 01 May 25

Fair value Increased 4.60%

Shared on 23 Apr 25

Fair value Increased 1.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 6.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.23%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 19 Mar 25

Fair value Increased 0.52%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 13 Mar 25

Fair value Increased 0.58%