STAN: Revenue Outlook And Digital Partnerships Will Define Near-Term Performance

Standard Chartered's analyst price target has been increased, rising from approximately £14.53 to £15.88. Analysts highlight improved revenue growth and profit margin expectations, which support a more positive outlook for the bank.

Analyst Commentary

• Bullish analysts have raised their price targets for Standard Chartered based on signs of improving revenue growth and expectations of enhanced profitability.
• Recent target increases reflect growing confidence in the bank's ability to execute its strategy and capture market opportunities.
• Upward revisions support a more positive valuation outlook, as analysts see potential for further margin expansion and stronger earnings momentum.
• Major institutions such as JPMorgan have maintained an Overweight rating, which underlines continued belief in Standard Chartered's growth profile and market position.

• Bearish analysts have issued modest downward adjustments to price targets, indicating caution around the pace of execution and near-term challenges.
• Concerns remain about maintaining the momentum in profit margins, especially in a volatile macroeconomic environment.
• Some analysts retain a Neutral or Equal Weight stance, highlighting uncertainties around sustained revenue growth and operational efficiency.

What's in the News

• JPMorgan increased its price target for Standard Chartered to 1,690 GBp and maintained an Overweight rating on the shares (Periodicals).
• The company completed a buyback of 6,086,001 shares, representing 0.26% of shares outstanding, for $135 million between August 1 and September 30, 2025 (Key Developments).
• Standard Chartered, together with QNB Group and DMZ Finance, serves as custodian in the launch of the first regulated tokenized money market fund in the Dubai International Financial Centre. This marks a significant step in digital asset custody services (Key Developments).
• In partnership with Ant International, Standard Chartered conducted successful live trials of a bank-to-wallet payment solution using ISO 20022 standards. This solution connects customer accounts to global digital wallets for more seamless international payments (Key Developments).

Valuation Changes

• Consensus Analyst Price Target has risen from approximately £14.53 to £15.88, reflecting increased confidence in the bank's future value.
• Discount Rate has fallen slightly from 8.41% to 8.21%, indicating a modest decrease in perceived risk or required return.
• Revenue Growth assumptions have increased from 3.47% to 4.27%, suggesting analysts expect higher future sales.
• Net Profit Margin forecast has improved marginally, moving from 23.55% to 23.91%.
• Future P/E multiple is virtually unchanged and has risen only slightly from 8.83x to 8.86x.