VNP: Renewed Supply Agreements Will Drive Long-Term Clean Energy Momentum

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Mar 25

Updated

14 Dec 25

Views

294

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

148.6%

7D

3.1%

Loading

1Y

148.6%

7D

3.1%

You can edit this narrative until Dec 15 8:10 AM. Then, changes will post as Updates.

Author's Valuation

CA$25.8830.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

VNP: Resilient Margins Expected To Support Share Gains After Rating Reaffirmation

Analysts have raised their price target on 5N Plus to C$24 from C$19, citing sustained expectations for double digit revenue growth, resilient profit margins, and a modestly higher future P/E multiple to reflect the company's improving outlook. Analyst Commentary Recent research updates highlight a more constructive stance on 5N Plus, with bullish analysts pointing to improved growth visibility and a stronger fundamental backdrop as justification for a higher valuation.

Shared on 29 Nov 25

VNP: Margin Expansion Expected To Support Share Gains After Price Target Increase

Analysts have increased their price target for 5N Plus from C$19 to C$24, citing continued confidence in the company's growth outlook and profitability metrics. Analyst Commentary Bullish Takeaways Bullish analysts have increased confidence in 5N Plus's growth trajectory, supported by consistent operating results and a robust financial outlook.

Shared on 15 Nov 25

Fair value Increased 13%

VNP: Improved Margins Will Drive Share Performance Following Price Target Hike

The analyst price target for 5N Plus has been raised from C$19 to C$24. This change reflects improved profit margin forecasts and increased confidence among analysts in the company’s earnings outlook.

Shared on 01 Nov 25

Fair value Increased 6.68%

5N Plus's analyst price target has been raised from C$21.47 to C$22.91, reflecting updated forecasts and continued optimism from analysts following recent sector research and improved growth estimates. Analyst Commentary Recent price target adjustments reflect increasing optimism among analysts about 5N Plus’s outlook.

Shared on 18 Oct 25

Fair value Increased 9.11%

Narrative Update on 5N Plus The average analyst price target for 5N Plus has increased significantly, rising from approximately C$19.68 to C$21.47. Analysts cite improved profit margin outlook and sustained outperform ratings as key drivers for the upward revision.

Shared on 26 Sep 25

Fair value Increased 6.64%

The consensus price target for 5N Plus was revised upward, primarily driven by a sharp increase in its future P/E multiple, resulting in a new fair value of CA$19.68. What's in the News 5N Plus expanded and extended its supply agreement with First Solar, significantly increasing contracted volumes of semiconductor compounds.

Shared on 04 Aug 25

Fair value Increased 52%

The consensus analyst price target for 5N Plus has been revised upward, primarily driven by a substantial increase in the future P/E ratio alongside a modest improvement in revenue growth forecasts, resulting in a new fair value estimate of CA$12.83. What's in the News 5N Plus Inc.

Shared on 01 May 25

Fair value Increased 16%

Shared on 24 Apr 25

Fair value Increased 1.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 7.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 16%

AnalystConsensusTarget has increased revenue growth from 8.6% to 10.5% and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

CA$25.88

30.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

13.78%

Chemicals revenue growth rate

0.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.65%

Calculation

US$71.64m

Earnings '28

x

28.33x

PE Ratio '28

=

US$2.03b

Market Cap '28

US$2.03b

Market Cap '28

/

89.17m

No. shares '28

=

US$22.77

Share Price '28

US$22.77 Share Price '28

Discounted to 2025 @ 6.65% p.a.

=

US$18.77

Fair Value '25

US$18.77 Fair Value '25

Converted to CAD @ 1.3766 USD/CAD Exchange Rate

=

CA$25.84

Fair Value '25