Update shared on27 Aug 2025
Fair value Increased 2.37%The upward revision in Goodman Group's price target reflects analysts' confidence in its strategically positioned asset portfolio—especially its core industrial and data center holdings—and high conviction in future growth potential, raising the consensus fair value from A$36.95 to A$37.82.
Analyst Commentary
- Positive view on Goodman's strategic asset portfolio.
- Core industrial business seen as well positioned for growth.
- Highly strategic data center portfolio drives optimism.
- Inclusion on APAC Conviction List indicates high conviction in upside potential.
- Overall business mix considered attractive for future performance.
What's in the News
- Goodman Group issued FY26 earnings guidance, targeting 9% operating EPS growth and over $2.6 billion in operating profit.
Valuation Changes
Summary of Valuation Changes for Goodman Group
- The Consensus Analyst Price Target has risen slightly from A$36.95 to A$37.82.
- The Consensus Revenue Growth forecasts for Goodman Group has significantly fallen from 9.8% per annum to 7.4% per annum.
- The Future P/E for Goodman Group has significantly risen from 28.56x to 32.00x.
Disclaimer
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