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Update shared on08 Oct 2025

Fair value Decreased 22%
AnalystConsensusTarget's Fair Value
€10.08
11.1% undervalued intrinsic discount
08 Oct
€8.97
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1Y
-58.3%
7D
-4.2%

Fugro's analyst price target has been reduced from €13.00 to €10.08 as analysts express concerns over declining revenue growth and challenges in achieving previously forecast profit margins.

Analyst Commentary

Recent shifts in analyst ratings for Fugro reflect divergent perspectives on the company’s growth prospects, profitability targets, and valuation. While some analysts point to encouraging trends that may drive positive share price momentum, others highlight notable headwinds and risks to execution.

Bullish Takeaways

  • Bullish analysts see ongoing sales growth and disciplined cost management as key drivers that can support a continued rerating of the stock.
  • They express confidence that operational improvements could pave the way for margin expansion, especially if cost-cutting initiatives yield expected results.
  • The recent upgrade notes a higher price target and suggests that upside potential exists if revenue momentum and cost discipline are sustained.

Bearish Takeaways

  • Bearish analysts point to lower revenue growth and challenges in reaching prior profit margin forecasts, driving a reduction in price targets.
  • Skepticism remains over the optimism embedded in profitability targets for 2025, with concerns that these may be difficult to achieve given current trends.
  • The prevailing consensus downgrade reflects tempered expectations around near-term execution and the likelihood that valuation could remain pressured until financial performance stabilizes.

What's in the News

  • Fugro downgraded to Underperform from Hold at Jefferies, with a price target lowered to EUR 10 from EUR 12.50. Jefferies considers profitability targets for the second half of 2025 to be "relatively optimistic." (Jefferies)
  • Fugro has withdrawn its financial guidance for the full year 2025 following significant recent market changes, stating that the previously forecast 20% revenue growth is no longer considered realistic. (Company)
  • The company has also withdrawn its EBIT margin guidance for the year, which was previously set at 8% to 11%. Fugro now indicates an expectation of margins below 8%. (Company)

Valuation Changes

  • Consensus analyst price target has decreased significantly from €13.00 to €10.08.
  • Discount rate has risen slightly, moving from 7.48% to 7.51%.
  • Revenue growth assumptions have shifted from a projected increase of 2.6% to a decline of -1.12%.
  • Net profit margin forecasts have fallen from 8.63% to 7.40%.
  • Future P/E ratio expectations have increased from 8.62x to 9.22x.

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.