Loading...

Global Decarbonization And Asia Demand Will Underpin Durable Metals Performance

Published
11 Feb 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
AU$42.87
2.9% undervalued intrinsic discount
04 Sep
AU$41.61
Loading
1Y
8.2%
7D
-3.7%

Author's Valuation

AU$42.9

2.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 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 on01 May 25
Fair value Decreased 3.31%

Shared on23 Apr 25
Fair value Increased 3.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.36%

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

Shared on02 Apr 25
Fair value Increased 3.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.022%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 65%

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