Update shared on 29 Nov 2025
Fair value Increased 2.05%Enel's analyst price target has been raised slightly, increasing from €8.63 to €8.80. Analysts cite updated revenue growth forecasts and adjustments to discount rates as the main factors behind the change.
Analyst Commentary
Recent updates from the analyst community reflect a mix of cautious and optimistic perspectives regarding Enel’s valuation and growth outlook. The following summarizes key takeaways from the latest research coverage:
Bullish Takeaways- Bullish analysts point to updated revenue forecasts as a signal of continued underlying business growth for Enel, supporting a slightly higher price target.
- Adjustments to discount rates by some analysts reflect improved macroeconomic conditions, which could make future cash flows more valuable.
- Some view Enel’s core operations as resilient and anticipate operational execution to support its long-term earnings trajectory.
- Despite a recent cautious downgrade, target prices remain above the current market price in several cases, suggesting some ongoing upside potential.
- Bearish analysts have expressed concern about valuation, as recent changes reflect a moderation in sentiment with price targets either downgraded or marginally increased.
- Execution risk has been cited as a reason for shifting to more neutral outlooks, with concerns that macroeconomic uncertainty could pose challenges to meeting growth targets.
- Some caution is warranted due to competitive pressures and the potential impact of fluctuating discount rates on future estimates.
- The persistence of Equal Weight or Neutral recommendations indicates that, despite revised targets, confidence in substantial near-term outperformance is limited.
What's in the News
- Enel SpA updated its earnings guidance for 2025 and now expects net income to be slightly above the top of the previously provided range (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly, increasing from €8.63 to €8.80.
- The discount rate has edged higher, moving from 9.09% to 9.22%.
- Revenue growth expectations have improved, going from 4.04% to 4.51%.
- The net profit margin has declined modestly, falling from 8.36% to 8.17%.
- The future P/E ratio is nearly unchanged, ticking up from 15.53x to 15.57x.
Disclaimer
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