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Digital Investments And Clubcard Offers Will Transform Retail Experiences

Published
07 Nov 24
Updated
16 Sep 25
AnalystConsensusTarget's Fair Value
UK£4.40
2.8% overvalued intrinsic discount
16 Sep
UK£4.52
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1Y
24.3%
7D
4.1%

Author's Valuation

UK£4.42.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Sep 25
Fair value Increased 2.54%

Tesco’s analyst price target has been raised from £4.29 to £4.40 as analysts express increased confidence driven by stronger earnings forecasts, anticipated positive catalysts, and sustained operational momentum. Analyst Commentary Bullish analysts are anticipating strong upcoming earnings, with first half and full year estimates raised significantly, placing forecasts comfortably above current guidance.

Shared on01 Sep 25
Fair value Increased 1.78%

Tesco’s fair value estimate was marginally revised upward to £4.29, primarily reflecting a modest increase in its future P/E multiple while revenue growth forecasts remained steady. What's in the News Tractor Supply is expanding its final-mile delivery network by hiring drivers and renting vehicles to serve rural customers more effectively, aiming to boost digital and B2B sales (WSJ).

Shared on01 May 25
Fair value Increased 11%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 0.94%

AnalystConsensusTarget has decreased revenue growth from 2.8% to 2.5% and decreased shares outstanding growth rate from -0.0% to -0.0%.