Update shared on 25 Nov 2025
Fair value Increased 2.72%Altus Group's analyst price target has increased slightly from $58.53 to $60.13. Analysts cite recent upgrades and a mix of revised ratings, reflecting ongoing sector trends.
Analyst Commentary
Analyst perspectives on Altus Group currently reflect a mix of optimism about the company’s prospects along with some caution regarding its future performance. These viewpoints are closely related to both valuation targets and assessments of execution and growth potential.
Bullish Takeaways
- Bullish analysts believe recent improvements in the company’s execution justify an upgraded stance and a higher valuation.
- Increases in price targets suggest confidence in Altus Group’s long-term growth pathway and its ability to capitalize on opportunities within its sector.
- Upgrades from neutral to buy ratings indicate growing optimism that Altus can outperform sector peers in the near to medium term.
- Consistent upward price revisions point to a positive outlook on revenue and earnings growth.
Bearish Takeaways
- Bearish analysts have recently lowered their price targets, signaling caution around near-term valuation levels.
- Downgrades to neutral ratings reflect concerns about the sustainability of Altus Group’s growth in a changing market environment.
- Analyst sentiment suggests that execution risk remains, particularly as overall sector performance fluctuates.
- Some price target reductions are linked to a reassessment of future earnings visibility and competitive positioning.
What's in the News
- Jim Hannon is set to depart as Chief Executive Officer, effective November 6, 2025. Mike Gordon, the company’s former CEO and current Director, will resume the CEO role in the first quarter of 2026. (Key Developments)
- Altus Group revised its consolidated earnings guidance for the 2025 fiscal year, now projecting 0 to 2% revenue growth, down from the previous estimate of 2 to 4%. (Key Developments)
- The company expects 2% to 4% revenue growth for the fourth quarter of 2025, based on newly issued consolidated earnings guidance. (Key Developments)
- Altus Group recently hosted an Investor Day. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Has risen slightly to CA$60.13 from CA$58.53. This reflects a modest increase in fair value estimates.
- Discount Rate: Decreased marginally to 7.82% from 7.83%. This indicates a minimal reduction in perceived risk.
- Revenue Growth: Lowered to 6.46% from 7.27%. This represents a notable downward revision in forecasted growth rates.
- Net Profit Margin: Dropped significantly to 5.77% from 7.61%. This suggests that tighter margins are expected.
- Future P/E: Increased to 71.6x from 51.7x. This indicates a more expensive valuation based on forward earnings projections.
Disclaimer
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