Update shared on 09 Nov 2025
Fair value Increased 12%Analysts have raised their price target for Avio from $41.50 to $46.50. They cite improved revenue growth expectations and a lower discount rate, even though the profit margin outlook has been reduced.
What's in the News
- Avio and the European Space Agency have signed a 24-month contract for the development of reusable upper stage technology. This marks a major advancement toward next-generation launch systems (Client Announcements).
- Raytheon and Avio USA have secured up to $26 million in continued funding for engineering work on the Mk 104 dual-thrust rocket motor, supporting Raytheon's Standard Missile franchise (Client Announcements).
- Avio S.p.A. has filed a €400 million follow-on equity offering, featuring a rights offering for ordinary shares (Follow-on Equity Offerings).
- Intesa Sanpaolo S.p.A. has been both added as, and subsequently removed from, the role of Co-Lead Underwriter for Avio S.p.A.'s follow-on equity offering (Public Offering Lead Underwriter Change).
- An Avio S.p.A. board meeting is scheduled for October 27, 2025, to consider and approve the additional periodic financial information as of September 30, 2025 (Board Meeting).
Valuation Changes
- The consensus analyst price target has risen from €41.50 to €46.50, reflecting increased optimism in Avio's valuation.
- The discount rate has declined slightly from 10.27% to 9.90%, indicating reduced perceived risk.
- Revenue growth expectations have increased from 8.91% to 11.08% year-on-year.
- The net profit margin outlook has fallen significantly from 3.92% to 2.62%.
- The future P/E ratio has increased from 60.1x to 68.7x, suggesting a higher valuation multiple is being applied.
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.