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MT: Incremental Margin Improvement And Project Delays Will Shape Medium-Term Market Expectations

Published
24 Apr 25
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
39.8%
7D
1.8%

Author's Valuation

€34.442.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 2.27%

Analysts have slightly raised their price target for ArcelorMittal from $33.68 to $34.44. They cite incremental improvements in profit margin and future valuation metrics as key drivers for the update.

Shared on 18 Oct 25

Fair value Increased 6.59%

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $31.59 to $33.68, citing a slight improvement in profit margin forecasts and updated valuation assumptions. What's in the News ArcelorMittal announced it will step back from the proposed joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, citing concerns about project execution and permit delays (Key Developments).

Shared on 04 Oct 25

Fair value Increased 2.87%

Europe Reforms And Green Steel Investments Will Open Markets

Analysts have raised their price target for ArcelorMittal from $30.71 to $31.59, citing moderate improvements in expected revenue growth, which offset a slight dip in profit margin forecasts. What's in the News ArcelorMittal has stepped back from its joint venture with SigmaRoc for developing net-zero CO2 lime kilns in Dunkirk, due to concerns over permitting delays.

Shared on 01 May 25

Fair value Decreased 1.44%

Europe Reforms And Green Steel Investments Will Open Markets