Update shared on 07 Nov 2025
Johnson Matthey's analyst price target has been revised upward to £21.00. This reflects a consensus among analysts who cite improved market outlook despite maintaining a cautious stance on the shares.
Analyst Commentary
Recent price target increases reflect a shift in analyst perspectives regarding Johnson Matthey's future performance. While the overall consensus is cautiously optimistic, both the positive outlook and ongoing reservations are evident in the latest research notes.
Bullish Takeaways- Bullish analysts have raised their price targets, suggesting improved confidence in the company's medium-term valuation.
- Industry sentiment points to an enhanced market outlook, which is positively affecting the company's perceived growth trajectory.
- There is recognition of Johnson Matthey's solid fundamentals and ability to navigate challenges in the broader sector environment.
- Upward adjustments in recommendations indicate support for management's execution and strategic direction.
- Bearish analysts continue to exhibit caution, retaining neutral or hold ratings despite the raised price targets.
- Concerns persist regarding the company's ability to generate sustained growth in a dynamic and competitive market.
- Some analysts note that valuation is now closer to fair value, which limits the potential for significant short-term upside.
Valuation Changes
- Fair Value remains unchanged at £20.29.
- Discount Rate has risen slightly from 8.49% to approximately 8.53%.
- Revenue Growth continues to be negative, holding steady at -37.85%.
- Net Profit Margin remains effectively stable at 8.35%.
- Future P/E ratio has increased marginally from 14.83x to 14.85x.
Disclaimer
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