Update shared on 24 Nov 2025
Fair value Increased 6.87%Analysts have raised their price target for SBM Offshore from €27.87 to €29.79, reflecting updated assumptions regarding discount rates and revenue growth projections.
What's in the News
- SBM Offshore N.V. maintained its earnings guidance for the full year of 2025, signaling confidence in its financial outlook (Key Developments).
- The company expects directional revenue above USD 5.0 billion for 2025, with around USD 2.3 billion projected from the Lease and Operate segment, up from above USD 2.2 billion (Key Developments).
- Projected revenue from the Turnkey segment is expected to remain steady at around USD 2.8 billion in 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from €27.87 to €29.79, reflecting an upward revision.
- Discount Rate has fallen modestly from 8.43% to 8.12%, indicating lower assumed risk in future cash flows.
- Revenue Growth outlook has improved, with the decline moderating from -1.11% to -0.65%.
- Net Profit Margin has decreased from 11.32% to 10.09%, suggesting a slightly lower expected profitability.
- Future P/E Ratio has risen from 11.53x to 13.46x, which signals a higher valuation relative to projected earnings.
Disclaimer
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