Shared on20 Aug 25Fair value Decreased 22%
The consensus price target for HMC Capital has been revised down from A$6.49 to A$5.56 due to analysts’ concerns that, despite some tariff relief improving Honda’s U.S. market access, overall trade barriers remain elevated and risk/reward has become more balanced. Analyst Commentary Japanese trade deal reduces tariffs on vehicles imported to the U.S. from Japan to 15% (from 25%), improving Honda's competitiveness versus U.S. domestic automakers.
Shared on23 Apr 25Fair value Decreased 9.33%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 13%
AnalystConsensusTarget has decreased revenue growth from 39.4% to 26.9% and increased profit margin from 44.0% to 50.9%.
Shared on09 Apr 25Fair value Decreased 2.74%
AnalystConsensusTarget has decreased profit margin from 50.2% to 44.0% and increased future PE multiple from 25.4x to 28.1x.
Shared on02 Apr 25Fair value Decreased 7.11%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 49%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 14%
AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.