Update shared on12 Oct 2025
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.
Analyst Commentary
Recent Street research regarding Ferrovial reveals a range of perspectives among analysts, with several adjusting their price targets and outlooks in response to updated financial metrics and market positioning.
Bullish Takeaways- Bullish analysts have raised their price targets, reflecting increased confidence in Ferrovial's revenue growth forecasts and the resilience of its business model.
- Continued Buy and Overweight ratings suggest analysts view the company as well-placed to capitalize on operational improvements and profit margin expansion.
- The upward revisions in valuation are tied to expectations of effective execution in core markets and the company's ability to deliver incremental gains in profitability.
- Supportive outlooks indicate analysts anticipate favorable market conditions and see Ferrovial maintaining its competitive edge in the sector.
- Bearish analysts have introduced more cautious price targets, citing concerns about the pace of growth relative to previous expectations.
- Downgrades in stock rating point to heightened uncertainty or perceived risk related to execution or broader economic conditions.
- Some analysts express reservations regarding escalating valuations, indicating that recent gains may have already been priced into the stock.
What's in the News
- Ferrovial is developing a new 250 MW solar photovoltaic facility in Milam County, Texas, with a total investment of approximately $355 million. The project will generate about 300 jobs during construction. It is expected to produce enough electricity for 43,000 homes annually and will begin operations by 2027. This adds to Ferrovial's growing energy portfolio in the region, including existing and upcoming projects in Texas. (Key Developments)
- The company has completed a buyback of 630,000 shares, representing 0.09% of its stock, for €28 million, as part of the repurchase program announced in March 2025. (Key Developments)
Valuation Changes
- The consensus analyst price target has risen slightly from €48.54 to €49.58, reflecting incremental optimism in company valuation.
- The discount rate has decreased modestly from 7.51% to 7.47%, indicating marginally lower perceived risk in the valuation model.
- Revenue growth forecasts have increased from 3.87% to 3.99%, suggesting a more optimistic sales outlook.
- Net profit margin is up modestly from 8.06% to 8.12%, pointing to expectations of improved profitability.
- The future P/E has edged higher from 50.89x to 51.32x, signaling that the market is slightly more willing to pay for anticipated earnings.
Disclaimer
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