Update shared on 10 Dec 2025
Analysts have modestly raised their price target on Pembina Pipeline to approximately $59.06, citing stable long term revenue growth expectations and resilient profit margins that support maintaining a similar valuation multiple.
What's in the News
- Pembina and PETRONAS signed a 20 year agreement for 1.0 mtpa of liquefaction capacity at the USD 4 billion Cedar LNG project, which remains on time and on budget with an expected in service date in late 2028 (company news release).
- Pembina and partner Kineticor advanced the proposed 1,800 MW Greenlight Electricity Centre in Alberta, including a land sale that is expected to generate approximately $190 million net to Pembina in the fourth quarter of 2025 and a path to final investment decision in the first half of 2026 (company update).
- Pembina provided notice of the redemption price and date for its Series 9 Class A Preferred Shares, progressing the planned redemption process through its transfer agent, Computershare Investor Services (corporate action notice).
- The Canada Energy Regulator approved a negotiated settlement between Alliance Pipeline and shippers covering the Canadian portion of the Alliance Pipeline system, which supports regulatory certainty for Pembina (regulatory filing).
- Pembina's Series 9 Class A Preferred Shares were removed from the S&P/TSX Preferred Share Index, which may affect index linked investor demand for the security (index provider update).
Valuation Changes
- Fair Value Estimate unchanged at approximately CA$59.06 per share, indicating no material revision to the intrinsic value assessment.
- Discount Rate edged down slightly from 6.118 percent to 6.118 percent, reflecting an immaterial change in the cost of capital assumptions.
- Revenue Growth effectively unchanged at about 0.71 percent, suggesting stable long term top line expectations.
- Net Profit Margin remained steady at roughly 24.63 percent, indicating no meaningful shift in long term profitability assumptions.
- Future P/E consistent at about 20.39 times, implying no significant change in the valuation multiple applied to projected earnings.
Have other thoughts on Pembina Pipeline?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.