Update shared on27 Sep 2025
Fair value Increased 3.44%Analysts have slightly increased Ashtead Group’s fair value target to £58.06, reflecting an improved operational outlook and sector adjustments but tempered by concerns over near-term earnings momentum and ongoing market weakness.
Analyst Commentary
- Bullish analysts cite an improved operational outlook and potential for outperformance as reasons for upgrades and higher price targets.
- Bearish analysts highlight muted near-term earnings momentum, leading to downgrades and reduced price targets.
- Several analysts note adjustments reflecting sector-wide rating changes within European staffing and equipment rental peers.
- Some analysts believe that despite recent share price stabilization, it is premature to expect a full market recovery, justifying a more cautious stance.
- Lowered price targets in multiple reports suggest caution due to ongoing market weakness and tempered expectations for Ashtead’s earnings growth.
What's in the News
- Ashtead Group reaffirmed earnings guidance for 2025-2026, expecting rental revenue growth of 0% to 4%.
- The company completed the repurchase of 11,400,000 shares (2.63% of issued shares) for $684 million under its buyback program.
Valuation Changes
Summary of Valuation Changes for Ashtead Group
- The Consensus Analyst Price Target has risen slightly from £56.12 to £58.06.
- The Consensus Revenue Growth forecasts for Ashtead Group has significantly risen from 5.5% per annum to 6.1% per annum.
- The Net Profit Margin for Ashtead Group remained effectively unchanged, moving only marginally from 16.41% to 16.62%.
Disclaimer
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