Shared on 11 Jan 26

Fair value Decreased 1.74%

CSL: Shares Will Recover As Seqirus Reset And Demerger Deferral Settle

Analysts have trimmed their CSL price target slightly, with fair value moving from about A$236.57 to A$232.45, as they factor in softer Seqirus vaccination trends and the deferred vaccine demerger, while still seeing the recent share pullback as an opportunity to re-engage with the stock. Analyst Commentary Recent research on CSL focuses heavily on the updated outlook for Seqirus, the indefinitely deferred vaccine demerger, and where the current share price sits relative to revised fair value estimates.

Shared on 17 Dec 25

Fair value Decreased 3.12%

CSL: Shares Will Recover As Seqirus Drag Fades After AGM Downgrade

Analysts have nudged down their price target on CSL by A$5 to reflect slightly softer long term revenue growth assumptions and a modestly higher discount rate, even as they highlight resilient margins and view the recent selloff as an opportunity to re engage with the shares. Analyst Commentary Recent commentary around CSL reflects a more constructive stance on the stock despite near term earnings noise, with valuation support emerging after the sharp pullback.

Shared on 03 Dec 25

Fair value Decreased 1.12%

CSL: Shares Will Recover As Seqirus Headwinds Ease After Recent Pullback

Analysts have trimmed their price target on CSL slightly, from about A$230 to A$225, reflecting tempered expectations for Seqirus amid weaker U.S. vaccination trends and the indefinite deferral of the planned vaccine business demerger, even as they note that the recent share price correction has opened a more attractive entry point. Analyst Commentary Analyst views on CSL have turned more constructive following the share price pullback, even as earnings expectations have been nudged lower to reflect the softer outlook for Seqirus.

Shared on 19 Nov 25

Fair value Increased 0.19%

CSL: Share Price Will Rebound After Vaccine Demerger Deferral And Segment Headwinds

Analysts have marginally increased their fair value estimate for CSL from $246.49 to $246.96. This reflects a cautiously optimistic outlook as concerns over segment performance and revised vaccination forecasts are balanced by expectations of a market overreaction and longer-term recovery potential.

Shared on 04 Nov 25

Fair value Decreased 12%

CSL's analyst price target has been lowered from A$280.61 to A$246.49, reflecting analysts' revised expectations following recent updates about weaker revenue growth, a more cautious profit margin outlook, and continued challenges in key business units. Analyst Commentary Market analysts have offered mixed perspectives on CSL following recent trading updates and management commentary, resulting in shifts in both ratings and price targets.

Shared on 21 Oct 25

Fair value Increased 0.081%

CSL's fair value estimate has increased modestly by $0.23 to $280.61, as analysts factor in softened revenue and profit margin assumptions in light of near-term challenges in end-market demand and distributor activity. Analyst Commentary Recent street research reflects both cautious and optimistic views toward CSL's near-term execution and longer-term prospects.

Shared on 03 Oct 25

Fair value Decreased 1.55%

The analyst consensus price target for CSL has been revised downward by 1.5% to $280.38. Analysts cite near-term uncertainties in end-market demand and distribution dynamics as key factors in the updated valuation.

Shared on 04 Sep 25

Fair value Decreased 1.18%

Despite the consensus Analyst Price Target for CSL remaining largely unchanged, the significant increase in Future P/E from 26.27x to 40.16x indicates investor expectations for higher earnings growth or a premium valuation, resulting in only a marginal fair value decrease to A$284.79. What's in the News CSL plans to demerge its influenza vaccine division, CSL Seqirus, into a separately listed company by end of FY26, along with job cuts and a share repurchase program to allow strategic autonomy.

Shared on 20 Aug 25

Fair value Decreased 7.34%

CSL's consensus price target has been revised downward, reflecting a material drop in expected revenue growth alongside a sharply higher future P/E ratio, with fair value now set at A$291.99. What's in the News CSL expects group revenue growth of approximately 4-5% and NPATA growth of 7-10% for FY26, excluding non-recurring restructuring costs.

Shared on 01 May 25

Fair value Decreased 0.53%

Shared on 23 Apr 25

Fair value Increased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

CSL: Share Price Correction Will Present Opportunity As Vaccine Uncertainty Eases

CSL: Shares Will Recover As Seqirus Reset And Demerger Deferral Settle

CSL: Shares Will Recover As Seqirus Drag Fades After AGM Downgrade

CSL: Shares Will Recover As Seqirus Headwinds Ease After Recent Pullback

CSL: Share Price Will Rebound After Vaccine Demerger Deferral And Segment Headwinds

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