Update shared on 05 Nov 2025
Fair value Decreased 0.83%Fugro's analyst price target has been revised downward from €10.08 to €10.00, as analysts cite tempered growth expectations and a more cautious outlook on future profitability.
Analyst Commentary
Recent street research highlights differing perspectives on Fugro's outlook, resulting in a mixed but cautious sentiment around the company's valuation and growth trajectory.
Bullish Takeaways
- Bullish analysts note that cost-cutting measures are expected to support profit margins and drive operational efficiency.
- Continued sales growth is seen as a catalyst for the stock’s potential re-rating in the future.
- Some analysts predict that if performance targets are met, there is room for further upward momentum in Fugro’s share price beyond current levels.
Bearish Takeaways
- Bearish analysts express caution regarding the achievability of Fugro’s medium-term profitability targets, particularly in the second half of 2025.
- There are concerns that recent growth expectations may be overly optimistic, which has led to more tempered price targets.
- A more risk-averse view reflects uncertainty about whether the company can maintain its recent pace of growth in a changing market environment.
- Some believe valuation may be stretched if operational targets are not fully delivered within the anticipated timeline.
What's in the News
- Jefferies downgraded Fugro to Underperform from Hold and reduced its price target to EUR 10, citing "relatively optimistic" profitability targets for the second half of 2025 (Jefferies).
- Fugro N.V. withdrew its financial guidance for the full year 2025, citing significant recent market changes, and no longer anticipates meeting previously stated revenue and EBIT margin targets (Key Developments).
- Fugro N.V. was removed from the Euronext 150 Index (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Reduced marginally from €10.08 to €10.00, reflecting more conservative expectations.
- Discount Rate: Increased from 7.59% to 7.77%, signaling higher perceived risk in Fugro's future cash flows.
- Revenue Growth: Lowered from -1.12% to -1.45%, indicating slightly deeper declines anticipated in top-line performance.
- Net Profit Margin: Edged up from 7.40% to 7.42%, showing a minor improvement in expected profitability.
- Future P/E: Increased slightly from 9.24x to 9.28x, suggesting a modest uplift in future valuation multiples.
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.