Update shared on 31 Oct 2025
Fair value Increased 0.59%Analysts have raised Weir Group's price target from £29.15 to £29.32, reflecting increased confidence in the company's performance after positive revisions to its fair value and outlook metrics.
Analyst Commentary
Analyst updates have underlined key themes shaping sentiment on Weir Group, with a recent notable move in the price target by JPMorgan signaling shifting perspectives.
Bullish Takeaways- Analysts are raising price targets for Weir Group, citing increased confidence in the company's capacity to deliver on its growth strategy.
- Upward revisions in fair value and outlook suggest that Weir Group's fundamentals are viewed as strengthening, particularly in operational execution and market positioning.
- Growth prospects in core markets are contributing to expectations for improved earnings performance and margin expansion.
- Analysts note that Weir Group's product offering and innovation pipeline position the company favorably for continued outperformance compared to sector peers.
- A focus on execution means any future missteps in delivering against guidance could put recent valuation optimism at risk.
- Analysts remain cautious about industry volatility, which could impact near-term growth momentum.
- There are ongoing concerns about global macro pressures and potential headwinds to capital expenditure in key sectors that could limit upside potential.
Valuation Changes
- Fair Value: increased slightly from £29.15 to £29.32 per share, reflecting a modest upward revision to analyst assessments.
- Discount Rate: edged up marginally from 8.90% to 8.90%, indicating a minimal change in perceived risk or return expectations.
- Revenue Growth: remained virtually unchanged at 8.34% year-on-year, showing continued stable growth projections.
- Net Profit Margin: steady at approximately 12.82%, suggesting profitability expectations are consistent with prior forecasts.
- Future P/E: moved up modestly from 23.90x to 24.04x. This signals a slightly higher valuation placed on prospective earnings.
Disclaimer
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