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Rising Supply Chain Risks And Slowing Demand Will Undercut Margins

Published
02 Mar 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
UK£10.95
3.4% undervalued intrinsic discount
27 Aug
UK£10.59
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1Y
111.6%
7D
1.7%

Author's Valuation

UK£11.0

3.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 23%

Analysts have raised their price target for Rolls-Royce Holdings to £9.97, citing stronger cash flow forecasts, sustained operational improvements, and a more optimistic long-term aerospace outlook. Analyst Commentary Valuation concerns leading to a more cautious outlook after strong share price appreciation.

Shared on29 Jul 25
Fair value Increased 13%

Analysts have raised their price targets for Rolls-Royce Holdings due to strong earnings momentum, improving operational performance, margin improvement, and a better outlook for aerospace and defense, resulting in the consensus analyst price target increasing from £7.91 to £8.90. Analyst Commentary Valuation concerns driving downgrades from some analysts after the recent share price rally.

Shared on19 Mar 25
Fair value Increased 0.0075%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget has increased revenue growth from 4.7% to 5.2% and increased future PE multiple from 31.0x to 34.6x.