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Energy Transition Will Accelerate Copper And Lithium Expansion Despite Headwinds

Published
23 Feb 25
Updated
20 Sep 25
AnalystConsensusTarget's Fair Value
UK£52.27
6.0% undervalued intrinsic discount
20 Sep
UK£49.15
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1Y
-7.2%
7D
4.7%

Author's Valuation

UK£52.276.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Sep 25
Fair value Increased 1.51%

Analyst price targets for Rio Tinto Group have increased modestly to £52.27 as bullish analysts cited strong operational performance despite iron ore demand concerns and sector headwinds, though target upgrades remain incremental. Analyst Commentary Rising downside risks to iron ore prices, particularly in the near term, have led to more cautious outlooks and downgrades by bearish analysts.

Shared on04 Sep 25
Fair value Decreased 0.28%

Analysts have modestly lowered their price target for Rio Tinto Group to £51.49, reflecting increased caution due to downside risks in iron ore prices and muted Chinese stimulus, with earnings estimates trimmed and consensus now factoring a more conservative commodity outlook. Analyst Commentary Bearish analysts flag downside risks to iron ore prices, particularly in the months ahead, impacting Rio Tinto’s earnings outlook.

Shared on01 May 25
Fair value Decreased 8.25%

Shared on23 Apr 25
Fair value Decreased 1.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.83%

AnalystConsensusTarget has increased revenue growth from 1.5% to 1.8%.

Shared on26 Mar 25
Fair value Decreased 0.60%

AnalystConsensusTarget has increased revenue growth from 1.3% to 1.5%.

Shared on19 Mar 25
Fair value Increased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 9.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.