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%

Analysts Adjust CSL Outlook as Valuation Rises Amid Mixed Market Sentiment and Company Updates

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%

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

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%

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

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%

Operational Improvements Will Unlock Biotech Potential And China Market Expansion

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%