Shared on27 Aug 25Fair value Decreased 6.17%
Analysts have lowered their price target for Usinas Siderúrgicas de Minas Gerais to R$5.43, citing ongoing pressure on steel prices from Chinese exports, persistent external and structural challenges, and the need for further operational improvements despite recent profitability gains. Analyst Commentary Ongoing elevated steel exports from China in 2025 continue to pressure global steel prices and weigh on Usiminas' profitability outlook.
Shared on23 Apr 25Fair value Decreased 0.93%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Increased 0.27%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 0.80%
AnalystConsensusTarget has decreased profit margin from 4.2% to 3.7% and increased future PE multiple from 14.0x to 16.0x.
Shared on02 Apr 25Fair value Increased 2.47%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 0.27%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on12 Mar 25Fair value Increased 11%
AnalystConsensusTarget has decreased revenue growth from 3.6% to 3.1%, increased profit margin from 3.4% to 4.1% and decreased future PE multiple from 17.3x to 14.3x.