Shared on18 Sep 25Fair value Increased 2.08%
Analysts increased Holcim’s target price to CHF68.35, citing resilient earnings, long-term growth from decarbonization, and value realization post-North America spin-off, despite concerns over full near-term valuation and earnings risks. Analyst Commentary Bullish analysts cited Holcim's resilient heavy side business performance and stable earnings outlook, even amid soft U.S. construction trends.
Shared on03 Sep 25Fair value Increased 1.42%
Holcim’s modestly higher price target reflects mixed analyst views on the Amrize spin-off, with bullish arguments centered on exposure to European recovery, structural decarbonization growth, and valuation appeal, while concerns over fair value and post-spin dynamics temper optimism—leading to a revised consensus price target of CHF66.96. Analyst Commentary Diverging analyst reactions to the spin-out of Holcim's North American operations into Amrize, with some seeing reduced value and others focusing on stronger balance sheet and potential margin improvement.
Shared on07 Aug 25Fair value Increased 0.38%
Given the absence of new analyst reasoning, both Holcim’s consensus price target and key valuation metrics such as Future P/E and discount rate have remained essentially unchanged, with the fair value holding steady at CHF65.77. What's in the News Holcim AG expects full-year 2025 post spin-off recurring EBIT growth of 6% to 10% in local currency.
Shared on21 Jul 25Fair value Decreased 32%
The significant downward revision of Holcim's consensus price target reflects sharply reduced revenue growth expectations and a rising future P/E, resulting in a new fair value of CHF62.24. What's in the News Holcim has initiated the OLYMPUS project at its Milaki, Greece plant, targeting 2 million tons of near-zero cement annually from 2029; the EUR 400 million project is supported by the EU Innovation Fund and Air Liquide, creating over 1,000 jobs while employing advanced carbon capture technologies.
Shared on01 May 25Fair value Increased 0.093%
AnalystConsensusTarget has decreased revenue growth from 4.5% to 3.8%.
Shared on23 Apr 25Fair value Decreased 1.15%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Increased 0.61%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 0.15%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Decreased 0.45%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 0.56%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 1.37%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on12 Mar 25Fair value Decreased 3.28%
AnalystConsensusTarget has increased discount rate from 4.6% to 5.2%.