Update shared on04 Sep 2025
Analyst price targets for AtkinsRéalis Group remain steady at CA$110.71, as robust revenue growth, expanding project backlog, and operational efficiencies offset mild valuation concerns.
Analyst Commentary
- Bullish analysts cite continued strong revenue growth momentum and increasing project backlog as justification for higher price targets.
- Improved margin outlook due to operational efficiencies and cost discipline is a key reason for upward target revisions.
- Confidence in management's ability to execute on strategic priorities and growth initiatives supports analyst optimism.
- Increased exposure to infrastructure and energy transition projects is seen as enhancing long-term earnings visibility.
- The sole bearish adjustment attributes a lower price target to valuation concerns despite maintaining a positive fundamental view.
What's in the News
- Launched SIMULATOR, an enhanced digital resilience planning suite, enabling asset owners in sectors such as cities and transportation to model risks, develop data-driven resilience strategies, and secure funding; early deployments are delivering measurable results for clients in the US.
- Prioritizing M&A for inorganic growth, focusing on bolt-on and tuck-in acquisitions in strategic geographic "white space" markets, especially in the US; no major transformational deals planned.
- Completed share buyback of 1,973,058 shares (1.13%) for CAD 154.9 million; remaining buybacks expected to be small.
- Raised full-year 2025 Nuclear revenue guidance to $2.0–$2.1 billion on record-high backlog; reduced Engineering Services organic growth outlook to mid-single digits due to USLA and AMEA segment softness.
- Secured major strategic alliances and contracts, including: joint venture consultancy agreement for Hong Kong-Shenzhen Western Rail Link, appointment to provide sustainability services for UK National Highways, partnership with BWT Alpine Formula One Team, and expanded nuclear collaboration with Electricite de France.
Valuation Changes
Summary of Valuation Changes for AtkinsRéalis Group
- The Consensus Analyst Price Target remained effectively unchanged, at CA$110.71.
- The Net Profit Margin for AtkinsRéalis Group remained effectively unchanged, at 7.02%.
- The Consensus Revenue Growth forecasts for AtkinsRéalis Group remained effectively unchanged, at 7.4% per annum.
Disclaimer
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