Update shared on08 Oct 2025
Fair value Increased 2.68%The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
Analyst Commentary
Recent updates from notable financial institutions reflect a mixed outlook for Acerinox, with both positive and cautious perspectives shaping price targets and recommendations. Below, we highlight the key bullish and bearish takeaways from the latest street research on the company's valuation and growth prospects.
Bullish Takeaways- Bullish analysts maintain confidence in Acerinox, keeping Overweight recommendations despite recent target adjustments.
- The willingness to uphold positive ratings suggests that long-term fundamentals and revenue growth potential remain attractive.
- Ongoing efforts to optimize operational efficiency and manage market challenges are viewed as supportive of the company's overall execution strategy.
- Some major banks have reduced their price targets, indicating near-term caution around valuation and future growth rates.
- Neutral ratings from certain analysts point to uncertainty in the company’s ability to surpass current expectations for market and earnings performance.
- Downward target revisions highlight concerns about potential headwinds in the broader sector, as well as the impact of global economic conditions on demand.
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €13.04 to €13.39. This reflects modest optimism in forecasted value.
- Discount Rate has increased marginally from 10.76 percent to 10.86 percent. This indicates a slightly higher risk assessment by analysts.
- Revenue Growth is expected to be slightly stronger, increasing from 8.45 percent to 8.53 percent in updated forecasts.
- Net Profit Margin has edged down from 5.64 percent to 5.62 percent. This points to a minor reduction in expected profitability.
- Future P/E Ratio has increased from 10.78x to 11.12x. This suggests higher expected valuation relative to future earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.