Update shared on 20 Nov 2025
Fair value Decreased 0.68%Analysts have slightly lowered their price target for Anheuser-Busch InBev, trimming it from $69.05 to $68.58 as they adjust their expectations based on updated growth and profitability estimates.
What's in the News
- Anheuser-Busch InBev has announced a major partnership with Netflix to launch collaborative marketing campaigns across global and regional titles. This includes live event advertising and product integrations (company announcement).
- The company revealed a new $7.4 million investment in its Los Angeles Brewery, focused on expanding capacity and supporting the growth of Michelob ULTRA. This is part of its broader $300 million U.S. Brewing Futures initiative (company announcement).
- The Board of Directors has authorized a share buyback program with a value of up to $6 billion. The program is intended for future stock plan commitments or possible capital reduction, to be executed within the next 24 months (company announcement).
- Budweiser Brewing Company APAC Limited and AB InBev have agreed to recommence their General Services Framework Agreement for an additional three years, beginning October 2025, continuing IT and administrative service arrangements (company announcement).
Valuation Changes
- Consensus Analyst Price Target has declined slightly, moving from $69.05 to $68.58 per share.
- Discount Rate has risen modestly, increasing from 5.97% to 6.16%.
- Revenue Growth estimates have been adjusted downward, now at 5.06% compared to the previous 5.33%.
- Net Profit Margin projections have increased slightly, from 14.19% to 14.31%.
- Future P/E Ratio is expected to be higher, rising from 17.55x to 18.35x.
Disclaimer
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