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ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead

Published
02 Mar 25
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
75.7%
7D
6.0%

Author's Valuation

€62.0821.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 1.31%

Analysts have raised their price target for ACS Actividades de Construcción y Servicios to approximately €78, up significantly from €52.50. They cite expectations of robust earnings growth driven by the company's expanding U.S. construction operations.

Shared on 17 Oct 25

Fair value Increased 1.69%

Digital Infrastructure And Demographic Trends Will Expand Horizons

Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €60.25 to €61.27, citing improved revenue growth projections and stronger U.S. construction exposure as key factors supporting this upward revision. Analyst Commentary As ACS Actividades de Construcción y Servicios attracts renewed attention from investment firms, analysts are weighing the company’s strategic positioning and outlook.

Shared on 03 Oct 25

Fair value Increased 4.81%

Digital Infrastructure And Demographic Trends Will Expand Horizons

Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €78 from €52.50, citing stronger expected earnings growth due to the company's exposure to U.S. construction. Analyst Commentary Bullish Takeaways Bullish analysts highlight ACS's increased exposure to the U.S. construction market, which is expected to be a major driver of growth over the coming years.

Shared on 29 Jul 25

Fair value Increased 8.75%

Digital Infrastructure And Demographic Trends Will Expand Horizons

Despite a slight downgrade in revenue growth forecasts, the significant increase in ACS’s future P/E multiple suggests improved market sentiment and expectations of higher earnings quality, resulting in a higher analyst price target rising from €52.86 to €55.79. What's in the News ACS to implement a 1.26117-for-1 stock split or significant stock dividend.

Shared on 01 May 25

Fair value Increased 10%

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.35%

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 2.97%

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

AnalystConsensusTarget has increased revenue growth from 5.1% to 5.7%.

Shared on 12 Mar 25

Fair value Decreased 11%

Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.