Update shared on 01 Nov 2025
Fair value Increased 5.18%Analysts have raised their price target for Semiconductor Manufacturing International from $56.64 to $59.57, citing modest improvements in projected revenue growth and profit margins.
What's in the News
- A board meeting is scheduled for November 13, 2025, to consider and approve the unaudited financial results for the three months ended September 30, 2025 (Key Developments).
- The board meeting held on August 28, 2025, focused on the approval of the publication of the unaudited interim results for the six months ended June 30, 2025 (Key Developments).
- The company has issued new earnings guidance for the third quarter of 2025, projecting revenue to increase by 5% to 7% quarter over quarter, and a gross margin of 18% to 20% (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from HK$56.64 to HK$59.57.
- Discount Rate has edged up marginally, changing from 11.24% to 11.26%.
- Revenue Growth expectation increased modestly from 12.64% to 12.74%.
- Net Profit Margin projection has improved, moving from 12.12% to 12.28%.
- Future P/E ratio is up, rising from 52.90x to 54.77x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.