Update shared on13 Sep 2025
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.
- Indications of strong traffic recovery in airport operations and toll road assets contributed positively to revised valuations.
- Upward revisions reflected expectations of robust cash flow generation and margin resilience despite macroeconomic headwinds.
- Bearish analysts highlighted concerns about limited near-term upside potential, leading to downgrades or more cautious price targets.
- Some analysts noted heightened regulatory and geopolitical uncertainties as factors tempering enthusiasm and prompting rating adjustments.
What's in the News
- Ferrovial will develop a new 250 MW solar photovoltaic facility in Milam County, Texas, with a total investment of approximately $355 million.
- The company will handle construction, operation, and maintenance of the facility, which is expected to supply 450 GWh of electricity annually to 43,000 homes.
- Construction will create nearly 300 jobs and is set to begin soon; the facility is projected to be operational by 2027.
- This project expands Ferrovial’s energy portfolio in Texas, supplementing existing and near-completion plants in Leon County and the Houston area.
Valuation Changes
Summary of Valuation Changes for Ferrovial
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €46.99 to €47.62.
- The Discount Rate for Ferrovial remained effectively unchanged, moving only marginally from 7.57% to 7.48%.
- The Future P/E for Ferrovial remained effectively unchanged, moving only marginally from 49.39x to 49.92x.
Disclaimer
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