Update shared on 23 Nov 2025
Fair value Decreased 0.10%Analysts have marginally lowered their price target for Goodman Group from $37.39 to $37.35, citing updated forecasts and minor adjustments to growth and discount rate assumptions.
What's in the News
- Singapore's GIC is considering investing in Goodman Group's data centre assets. Discussions are taking place between GIC dealmakers and Goodman’s internal team. (Australian Financial Review)
- The talks regarding a potential investment are in the early stages, and no agreement has been reached yet. (Australian Financial Review)
- Representatives from both GIC and Goodman Group have declined to comment publicly on the ongoing discussions. (Australian Financial Review)
Valuation Changes
- The consensus analyst price target has decreased slightly from A$37.39 to A$37.35.
- The discount rate has increased from 7.85% to 7.88%.
- The revenue growth expectation has risen from 6.89% to 7.07%.
- The net profit margin estimate has decreased from 83.92% to 83.48%.
- The future P/E ratio has edged down from 32.70x to 32.69x.
Disclaimer
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