Loading...

North American Tolls Will Crumble As Regulatory Pressures Intensify

Published
07 Nov 24
Updated
12 Oct 25
AnalystConsensusTarget's Fair Value
€49.58
10.5% overvalued intrinsic discount
12 Oct
€54.80
Loading
1Y
47.3%
7D
1.6%

Author's Valuation

€49.5810.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Oct 25
Fair value Increased 2.15%

Ferrovial’s analyst price target has increased modestly from €48.54 to €49.58, as analysts cite improving revenue growth forecasts and incremental gains in profit margins. These factors support a slightly more favorable outlook for the company.

Shared on28 Sep 25
Fair value Increased 1.93%

Ferrovial’s consensus price target was revised upwards, driven by robust earnings momentum, expansion in North America, and higher expected returns from core assets, partially offset by macroeconomic and valuation concerns, resulting in a modest increase in fair value from €47.62 to €48.54. Analyst Commentary Bullish analysts cited robust earnings momentum and improved visibility in Ferrovial’s core infrastructure assets as key drivers for upward price target revisions.

Shared on13 Sep 25
Fair value Increased 1.34%

Ferrovial's consensus price target increased modestly to €47.62 as analysts cited improved outlook for infrastructure assets, strong traffic recovery, and robust cash flow expectations, though some caution remains due to near-term limitations and regulatory uncertainties. Analyst Commentary Bullish analysts raised price targets citing improved outlook for key infrastructure assets and ongoing expansion in core markets.

Shared on01 May 25
Fair value Increased 9.35%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.069%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 7.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.