Update shared on03 Oct 2025
Fair value Decreased 2.68%Solvay's analyst price target has been revised downward by approximately EUR 0.80 per share. Analysts cite ongoing revenue pressure and updated profit margin forecasts to support the adjustment.
Analyst Commentary
Recent research updates highlight mixed perspectives on Solvay’s outlook, with both encouraging signals and ongoing concerns reflected in updated equity research.
Bullish Takeaways
- Bullish analysts see long-term potential for Solvay’s profitability and keep positive stock ratings even as price targets are slightly lowered.
- Major brokers, such as JPMorgan, continue to maintain an Overweight stance, suggesting confidence in Solvay's strategic initiatives and its ability to outperform sector peers over time.
- Despite recent downward revisions, upper-bound price targets remain meaningfully above the current share price. This signals expectations of future recovery and growth.
Bearish Takeaways
- Several analysts have lowered their price targets in response to persistent margin and revenue pressures, reflecting concerns about near-term execution challenges.
- Neutral and Hold ratings dominate, indicating skepticism over Solvay’s ability to deliver significant upside in the current operating environment.
- Downward revisions to earnings forecasts point to uncertainty around end-market demand and limited visibility on margin expansion for upcoming quarters.
- Bearish analysts emphasize the need for clearer signs of stabilization in Solvay’s key businesses before recommending a more constructive outlook.
Valuation Changes
- Fair Value Estimate has decreased modestly from €29.83 to €29.03 per share.
- Discount Rate has risen slightly from 8.15% to 8.21%.
- Revenue Growth projections have softened from -2.68% to -2.78%, indicating a slightly larger expected decline.
- Net Profit Margin forecasts have improved substantially, rising from 6.76% to 10.13%.
- Future P/E Ratio estimate has fallen significantly from 12.83x to 8.38x, reflecting a lower expected valuation multiple.
Disclaimer
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