Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

05 Dec 24

Updated

07 Dec 25

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AnalystConsensusTarget's Fair Value

n/a

1Y

-29.6%

7D

3.4%

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1Y

-29.6%

7D

3.4%

You can edit this narrative until Dec 8 9:05 AM. Then, changes will post as Updates.

Author's Valuation

€65.0618.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Decreased 1.51%

AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade

Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.

Shared on 23 Nov 25

Fair value Decreased 6.46%

AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions

Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.

Shared on 06 Nov 25

AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside

The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.

Shared on 23 Oct 25

Fair value Decreased 2.92%

Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.

Shared on 09 Oct 25

Fair value Decreased 4.35%

Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.

Shared on 25 Sep 25

Fair value Decreased 1.30%

Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.

Shared on 01 May 25

Fair value Decreased 20%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 22%

Shared on 26 Mar 25

Fair value Decreased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 5.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

€65.06

18.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.17%

Chemicals revenue growth rate

0.62%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.80%

Calculation

€434.84m

Earnings '28

x

13.52x

PE Ratio '28

=

€5.88b

Market Cap '28

€5.88b

Market Cap '28

/

70.60m

No. shares '28

=

€83.24

Share Price '28

€83.24 Share Price '28

Discounted to 2025 @ 8.87% p.a.

=

€64.51

Fair Value '25