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Update shared on04 Sep 2025

AnalystConsensusTarget's Fair Value
UK£2.50
12.4% undervalued intrinsic discount
04 Sep
UK£2.19
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1Y
-22.8%
7D
2.1%

Morgan Advanced Materials’ revenue growth forecasts have been revised downward from 2.6% to 2.3%, while valuation metrics such as Future P/E remain broadly stable, resulting in an unchanged consensus price target of £2.50.


What's in the News


  • RBC Capital has lowered its price target for Morgan Advanced Materials from 275 GBp to 250 GBp but maintained an Outperform rating (Periodicals).
  • Morgan Advanced Materials has reaffirmed its revenue guidance for 2025, expecting organic constant currency revenue to decline by a mid single-digit percentage (Key Developments).
  • The revenue outlook is based on continued market stabilisation observed in the first half of 2025, with no anticipated recovery in the second half (Key Developments).
  • No changes have been made to previously communicated revenue guidance, reflecting management’s cautious stance on market conditions (Key Developments).
  • Analyst sentiment remains relatively constructive despite reduced price targets, indicating confidence in the company’s performance amidst a challenging market environment (Periodicals & Key Developments).

Valuation Changes


Summary of Valuation Changes for Morgan Advanced Materials

  • The Consensus Analyst Price Target remained effectively unchanged, at £2.50.
  • The Consensus Revenue Growth forecasts for Morgan Advanced Materials has fallen from 2.6% per annum to 2.3% per annum.
  • The Future P/E for Morgan Advanced Materials remained effectively unchanged, moving only marginally from 10.05x to 10.19x.

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.