Update shared on15 Aug 2025
Fair value Increased 30%Analysts have slightly raised their price target for Temple & Webster Group to A$23.76, reflecting moderate optimism despite trimmed earnings expectations and lingering concerns about investors paying up for uncertain long-term growth.
Analyst Commentary
- Despite a solid trading update, earnings expectations were reduced to align with the mid-point of FY26 guidance.
- Growth assumptions remain largely unchanged from previous forecasts.
- The price target was slightly increased, reflecting moderate optimism.
- Analysts believe current valuations imply investors are pre-paying for uncertain and long-dated earnings.
- Downgrade to a more neutral stance on concerns over risk/reward balance given future earnings uncertainties.
What's in the News
- Board authorized a new buyback plan.
- Announced a share repurchase program for up to 11,878,999 shares (10% of issued capital), with purchases capped at 5% above recent average price, expiring June 19, 2026.
- Completed repurchase of 274,761 shares (0.23%) for AUD 2.9 million under a previous buyback.
Valuation Changes
Summary of Valuation Changes for Temple & Webster Group
- The Consensus Analyst Price Target has significantly risen from A$21.04 to A$23.76.
- The Future P/E for Temple & Webster Group has significantly risen from 66.06x to 86.88x.
- The Net Profit Margin for Temple & Webster Group has significantly fallen from 4.92% to 4.15%.
Disclaimer
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