Shared on 14 Dec 25

Fair value Decreased 0.60%

BHP: Commodity Cycles And Legal Liabilities Will Shape Future Performance Outlook

Analysts have trimmed their price target on BHP Group slightly, from 2,200 GBp to 2,100 GBp, reflecting a modestly higher discount rate and only incremental changes to long term revenue growth, margins, and valuation assumptions. Analyst Commentary Recent research suggests that sentiment on BHP Group is balanced, with the latest adjustment to the price target framed more as a fine tuning of assumptions than a fundamental change in outlook.

Shared on 30 Nov 25

Fair value Increased 1.06%

BHP: Sector Volatility And Legal Risks Will Influence Performance Outlook

Analysts have slightly increased their target fair value for BHP Group, raising it from $44.73 to $45.21. They cite modest improvements in projected revenue growth and valuation outlook as the reasons for this adjustment.

Shared on 16 Nov 25

Fair value Increased 1.79%

BHP: Mixed Market Signals And Legal Headwinds Will Shape Near-Term Performance

BHP Group’s analyst fair value target has increased modestly from $43.95 to $44.73. Analysts are factoring in revised financial assumptions and recent price target adjustments, despite mixed short-term sentiment.

Shared on 01 Nov 25

Fair value Decreased 1.06%

BHP Group’s analyst price target was recently lowered by £1.00 to £21.00 per share. Analysts cite softer assumptions for profit margin and revenue growth as factors contributing to their revised outlook.

Shared on 17 Oct 25

Fair value Increased 2.08%

BHP Group's analyst price target has been raised from 2,160 GBp to 2,200 GBp. Analysts cite improvements in projected profit margins and a more favorable revenue outlook as supporting factors for a higher valuation. Analyst Commentary Recent analyst activity on BHP Group reflects a mix of renewed optimism and lingering caution regarding the company's outlook, following updated earnings and operational guidance.

Shared on 03 Oct 25

Fair value Increased 2.80%

The analyst price target for BHP Group has been raised from A$42.33 to A$43.51, as analysts cite resilient financial performance and a stable margin outlook despite ongoing cost pressures. Analyst Commentary Recent reports reflect a mix of optimism and caution among analysts covering BHP Group.

Shared on 17 Sep 25

Fair value Decreased 1.27%

BHP Group's consensus price target was trimmed to A$42.33 as analysts cite valuation concerns amid reduced free cash flow yields, persistent cost pressures, and project execution risks, with the revision reflecting a more cautious outlook despite recent strong results. Analyst Commentary Mixed analyst sentiment with several downgrades to Neutral/Market Perform, citing valuation concerns after the recent share rally and reduced free cash flow yields.

Shared on 27 Aug 25

Fair value Increased 3.45%

Consensus analyst reasoning reflects cautious optimism for BHP Group, as improved underlying fiscal results and modest upgrades to revenue forecasts are tempered by ongoing execution risks, cost inflation, and less compelling valuation following a share price rally—resulting in a moderate increase in the analyst price target from A$41.44 to A$42.94. Analyst Commentary Bearish analysts pointed to execution risk related to significant cost overruns (“cost blow out”) at Jansen Stage 1, weighing on future outlook.

Shared on 01 May 25

Fair value Decreased 3.31%

Shared on 23 Apr 25

Fair value Increased 3.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 7.36%

AnalystConsensusTarget has decreased revenue growth from -2.5% to -2.8%.

Shared on 02 Apr 25

Fair value Increased 3.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.022%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 65%

AnalystConsensusTarget has increased revenue growth from -4.4% to -2.6%.

BHP: Earnings Outlook Will Balance Inflation Risks And China Demand Uncertainty

BHP: Commodity Cycles And Legal Liabilities Will Shape Future Performance Outlook

BHP: Sector Volatility And Legal Risks Will Influence Performance Outlook

BHP: Mixed Market Signals And Legal Headwinds Will Shape Near-Term Performance

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