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Analysts Weigh Givaudan’s Outlook Amid CEO Transition and Adjusted Growth Forecasts

Published
26 Jan 25
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-10.9%
7D
0.8%

Author's Valuation

CHF 4.01k15.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

GIVN: Peer-Leading Organic Sales Growth Will Support Share Price Recovery

Analysts have decreased their price targets for Givaudan, citing persistent challenges in the consumer chemicals sector and a cautious outlook on peer-relative performance. The targets now range from CHF 3,300 to CHF 3,725, down from previous estimates by several hundred francs.

Shared on 22 Oct 25

Fair value Increased 0.22%

Analysts have slightly raised Givaudan's fair value estimate from CHF 3,996.53 to CHF 4,005.42. This change reflects updated expectations in light of moderated growth forecasts and cautious sentiment highlighted in recent price target revisions.

Shared on 08 Oct 25

Fair value Decreased 2.09%

Givaudan's analyst price target has been revised downward from CHF 4,081.95 to CHF 3,996.53, reflecting slightly lower revenue growth expectations and profit margin forecasts according to recent analyst updates. Analyst Commentary Recent analyst activity on Givaudan has resulted in a mix of revised targets and sentiment shifts that reflect both optimism around the company's strengths and caution regarding its outlook in the current market environment.

Shared on 23 Sep 25

Fair value Decreased 1.09%

Despite near-term pressures and a sector-wide derating, analysts remain positive on Givaudan's strong organic sales growth and long-term structural opportunities—particularly from regulatory-driven reformulation trends—resulting in only a marginal reduction of the consensus price target from CHF4127 to CHF4082. Analyst Commentary Givaudan is recognized for peer-leading organic sales growth, positioning it as a best-in-class flavor and fragrance company.

Shared on 04 Sep 25

Analysts remain moderately optimistic on Givaudan, citing long-term benefits from regulatory-driven reformulation and market share gains tempered by near-term margin pressures and valuation concerns, resulting in an unchanged consensus price target of CHF4127. Analyst Commentary Bullish analysts expect Givaudan to benefit from industry-wide reformulation trends starting in 2026 as regulatory pressures phase out synthetic colors and ingredients, particularly in the U.S. Increases in price targets reflect confidence in Givaudan’s ability to capture incremental market share and drive organic growth amid evolving consumer preferences.

Shared on 01 May 25

Fair value Increased 1.85%

Shared on 23 Apr 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.057%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 3.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.