Update shared on 07 Nov 2025
Fair value Increased 5.13%The analyst consensus price target for Stella-Jones has increased by approximately C$4 to C$89.63. This reflects analysts' expectations for improved revenue growth and profitability metrics in the latest forecasts.
Analyst Commentary
Recent Street Research updates reveal a dynamic period for Stella-Jones, with various analysts revising their ratings and price targets in response to company performance and forecasts.
Bullish Takeaways
- Bullish analysts have increased their price targets, reflecting confidence in Stella-Jones' capacity to deliver revenue growth and improve profitability.
- Recent upward adjustments to price targets suggest expectations for solid operational execution in the near term.
- Stable "Sector Perform" and "Outperformer" ratings from several analysts highlight resilient fundamentals in spite of industry challenges.
- Increases in valuation targets imply optimism surrounding management’s ability to meet or exceed upcoming guidance.
Bearish Takeaways
- Some analysts have shifted their ratings from Outperformer to Neutral. This indicates caution about the pace of future growth or potential headwinds.
- Lowered price targets reflect concerns over valuation stretching relative to current performance.
- Analysts exercising caution noted possible uncertainties in sustaining above-trend profitability over the coming quarters.
What's in the News
- Stella-Jones Inc. will hold an Analyst/Investor Day, signaling increased engagement with the investor community and providing an opportunity to outline strategic priorities (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from CA$85.25 to CA$89.63, indicating a cumulative upward revision of approximately CA$4.
- Discount Rate has declined modestly from 8.40% to 8.06%, reflecting perceived lower risk or improved business stability.
- Revenue Growth projections have risen from 3.65% to 4.99%, highlighting stronger anticipated top-line expansion.
- Net Profit Margin is marginally higher, moving from 8.02% to 8.07% in updated forecasts.
- Future P/E ratio has decreased from 18.31x to 17.67x, indicating an improved earnings outlook or a more attractive stock valuation.
Disclaimer
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