Update shared on08 Oct 2025
Fair value Increased 1.38%AtkinsRéalis Group's analyst price target has risen modestly, increasing from approximately $110.71 to $112.24. Analysts highlight a stronger revenue growth outlook and improved future valuation multiples supporting the update.
Analyst Commentary
Recent Street Research reveals that analysts remain largely constructive on AtkinsRéalis Group, reflected by several price target increases over the past months. The following points summarize the key optimistic and cautious perspectives from the latest analyst updates.
Bullish Takeaways- Bullish analysts have increased their price targets substantially over the past quarter, indicating strengthening confidence in the company’s outlook.
- There is a prevailing expectation of robust revenue growth in the near future, which is contributing to improved valuation multiples.
- Positive ratings such as "Buy" and "Outperform" continue to be reiterated, suggesting strong execution and strategic momentum.
- Analysts cite the company’s steady transition and discipline in capital allocation as supporting factors for further upside potential.
- Some bearish analysts have opted to slightly reduce their price targets, which reflects lingering uncertainty about the pace of value realization.
- Concerns remain around the company’s ability to consistently deliver margin expansion amid changing market conditions.
- There is caution regarding the sustainability of recent growth drivers, particularly in the context of competitive pressures.
- Bearish perspectives also highlight potential challenges in meeting elevated valuation expectations following recent share appreciation.
What's in the News
- AtkinsRéalis Group Inc. (TSX:ATRL) has been added to the FTSE All-World Index, raising the company’s international profile (Key Developments).
- The company launched SIMULATOR, an advanced digital resilience planning suite, at the 2025 ITS World Congress. This suite offers asset owners and communities new capabilities for disaster preparedness and infrastructure modeling (Key Developments).
- AtkinsRéalis continues to prioritize mergers and acquisitions. Leadership is emphasizing targeted, bolt-on and tuck-in deals focused on strategic growth in core and new markets (Key Developments).
- From April to June 2025, AtkinsRéalis repurchased 1,604,500 shares for CAD 129.2 million, completing the announced share buyback program (Key Developments).
- The company raised its full-year 2025 Nuclear revenue outlook to between $2.0 billion and $2.1 billion due to strong growth and a record backlog. However, organic growth expectations for the Engineering Services Regions segment have been moderated (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from approximately CA$110.71 to CA$112.24.
- Discount Rate decreased marginally, from 7.39% to 7.38%.
- Revenue Growth forecast increased modestly, from 7.45% to 7.47%.
- Net Profit Margin estimate declined slightly, from 7.02% to 6.94%.
- Future P/E ratio climbed from 21.57x to 22.09x. This reflects higher future valuation expectations.
Disclaimer
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