Update shared on 27 Oct 2025
Fair value Increased 2.10%JD Sports Fashion has seen its analyst price target increase modestly, with the consensus rising to £1.04 from £0.95 as analysts cite improved fair value assumptions and more optimistic sector sentiment.
Analyst Commentary
Recent street research on JD Sports Fashion reflects a mix of optimistic and cautious sentiment among analysts regarding the company’s valuation and outlook. While many have moved targets upward on improved sector positioning, a few note ongoing challenges that could impact performance.
Bullish Takeaways- Bullish analysts have raised price targets, with several citing increased confidence in JD Sports Fashion’s fair value based on improving sector conditions.
- Rising price targets, in some cases significantly, suggest renewed optimism around the company’s growth prospects and ability to execute on strategic initiatives.
- The company’s consistent rating stability, with most analysts maintaining either Buy, Hold, or Outperform views, indicates belief in resilience amid broader market uncertainties.
- Certain analysts highlight stronger execution and momentum as key drivers of the positive re-rating in valuation.
- Bearish analysts have made moderate reductions in price targets, flagging potential headwinds in execution and market performance that could limit upside potential.
- Neutral ratings from several firms point to concerns over near-term earnings growth and possible sector volatility.
- Declines in target price, even if modest, illustrate some reservations about the sustainability of the company’s growth rate in a competitive retail environment.
- Uncertainty regarding macroeconomic trends and consumer sentiment remains an overhang on overall valuation for some analysts.
What's in the News
- RBC Capital raised its price target on JD Sports Fashion to 95 GBp from 90 GBp and maintained an Outperform rating (RBC Capital).
- JD Sports Fashion announced a share repurchase program authorizing up to £100 million in buybacks (Company announcement).
- The Board of Directors authorized the new buyback plan on August 27, 2025 (Company announcement).
- JD Sports Fashion provided fiscal 2026 sales guidance, stating that like-for-like sales are forecast to be below fiscal year 2025 (Company guidance).
Valuation Changes
- Fair Value Estimate has risen slightly, increasing from £1.17 to £1.20 per share.
- Discount Rate has fallen marginally, moving from 10.70% to 10.53%. This reflects a modest decrease in perceived risk.
- Revenue Growth Forecast has declined notably, dropping from 6.98% to 5.33%.
- Net Profit Margin has edged down from 5.35% to 5.18%.
- Future P/E Ratio is nearly unchanged and remains steady at around 10.73x.
Disclaimer
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