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Government Investments And Automation Will Transform Green Hydrogen Infrastructure

Published
01 Apr 25
Updated
26 Aug 25
AnalystConsensusTarget's Fair Value
UK£0.94
33.3% undervalued intrinsic discount
28 Aug
UK£0.63
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1Y
26.2%
7D
-9.9%

Author's Valuation

UK£0.9

33.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Aug 25
Fair value Increased 8.12%

The analyst price target for ITM Power has increased, primarily reflecting a higher future P/E multiple rather than any meaningful change in revenue growth forecasts, with the new fair value now at £0.945. What's in the News ITM Power expects fiscal 2026 revenue of £35–40 million, representing approximately 50% year-on-year growth and over 600% increase in three years, predominantly from its contracted order backlog.

Shared on01 May 25
Fair value Increased 20%

Shared on24 Apr 25
Fair value Decreased 5.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 8.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.