Update shared on 11 Nov 2025
Fair value Decreased 2.45%Syensqo’s analyst-derived price target has decreased slightly, from approximately €83.88 to €81.82. Analysts cite modest adjustments to profit outlook and a cautious view amid ongoing demand uncertainty.
Analyst Commentary
Recent commentary from equity analysts highlights a balanced outlook for Syensqo, reflecting both confidence in the company’s strategic positioning and concerns regarding near-term demand headwinds.
Bullish Takeaways
- Bullish analysts have initiated coverage with a Buy rating. They believe the company’s materials end market exposure and supply side positioning could drive superior growth relative to peers through 2027.
- Some price targets still point to significant potential upside, underpinned by the company’s robust growth outlook and execution strength in value-added markets.
- Despite recent target cuts, bullish sentiment persists. This is based on Syensqo’s ability to outperform its sector on growth due to favorable trends and innovation within its core portfolios.
Bearish Takeaways
- Several bearish analysts have lowered price targets and adopted more cautious ratings, acknowledging persistent uncertainty in end demand that could limit near-term upside.
- Ongoing subdued volumes are a concern, with the risk that weaker operating environments may continue to weigh on the company’s performance and valuation multiples.
- Analysts opting for Hold or Neutral ratings cite moderation in profit outlook and limited catalysts. They suggest Syensqo may face challenges delivering above-consensus execution in the near term.
- Market sentiment remains cautious overall, reflected by a cluster of downward price target revisions as analysts await clearer signs of a demand rebound.
What's in the News
- Chief Executive Officer Ilham Kadri will step down effective January 1, 2026, after a six-year transformative tenure leading Syensqo and its predecessor company. (Key Developments)
- Mike Radossich, President of Performance & Care and Other Solutions segments, will succeed Ilham Kadri as CEO. He brings more than 30 years of experience with the company and its predecessor companies. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Decreased slightly from €83.88 to €81.82.
- Discount Rate: Increased modestly from 7.34% to 7.41%.
- Revenue Growth: Rose marginally from 2.37% to 2.38%.
- Net Profit Margin: Increased from 8.93% to 9.50%.
- Future P/E: Declined from 15.60x to 14.45x, reflecting lower expected valuation multiples.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.