Analysts Trim Suzano Price Target as Board Meetings Drive Valuation Adjustments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

12 Nov 24

Updated

20 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-23.5%

7D

-1.0%

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1Y

-23.5%

7D

-1.0%

You can edit this narrative until Nov 21 2:10 AM. Then, changes will post as Updates.

Author's Valuation

R$73.8635.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 20 Nov 25

Fair value Decreased 0.42%

SUZB3: Upcoming Board Decisions Will Drive Robust Momentum Into Next Year

Narrative Update on Suzano Analysts have slightly lowered their price target for Suzano from $74.18 to $73.86. This adjustment reflects modest changes to revenue growth, profit margin, and future earnings expectations.

Shared on 05 Nov 25

SUZB3: Upcoming Board Decisions Will Drive Robust Momentum Into Next Year

Narrative Update on Suzano Analysts have maintained Suzano's fair value estimate at R$74.18. They cite a stable fundamental outlook and unchanged revenue growth assumptions in their latest price target review.

Shared on 22 Oct 25

Fair value Decreased 0.79%

Analysts have slightly reduced their price target for Suzano from R$74.77 to R$74.18. This change reflects modest adjustments in key valuation assumptions.

Shared on 08 Oct 25

Fair value Decreased 1.16%

Analysts have slightly lowered their fair value estimate for Suzano. The target has been reduced from $75.64 to $74.77, reflecting updated expectations for revenue growth, profit margins, and discount rates.

Shared on 02 Sep 25

Fair value Increased 2.76%

Suzano’s fair value target was marginally raised as a higher future P/E offset concerns over a declining net profit margin, resulting in an increase from R$73.61 to R$74.92. What's in the News Suzano and Kimberly-Clark announced a strategic partnership to create a leading international tissue and professional products company, with Suzano holding a 51% stake and Kimberly-Clark 49%.

Shared on 01 May 25

Fair value Decreased 12%

Shared on 23 Apr 25

Fair value Increased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 12%

AnalystConsensusTarget has increased revenue growth from 7.0% to 8.3% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 09 Apr 25

Fair value Decreased 12%

Shared on 02 Apr 25

Fair value Increased 3.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 27%

AnalystConsensusTarget has decreased revenue growth from 10.3% to 8.7% and decreased future PE multiple from 18.9x to 15.4x.

AnalystConsensusTarget Fair Value

R$73.86

35.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

9.03%

Paper and Forestry Products revenue growth rate

0.12%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

26.89%

Calculation

R$10.27b

Earnings '28

x

17.88x

PE Ratio '28

=

R$183.57b

Market Cap '28

R$183.57b

Market Cap '28

/

1.23b

No. shares '28

=

R$149.74

Share Price '28

R$149.74 Share Price '28

Discounted to 2025 @ 26.59% p.a.

=

R$73.80

Fair Value '25