Update shared on 25 Nov 2025
Fair value Increased 1.06%Analysts have increased their price target for Jerónimo Martins SGPS to €25.68, up from €25.41. They cite a balanced outlook on fair value, modest tweaks to revenue growth and profit margin projections, and ongoing confidence in the company’s future performance.
Analyst Commentary
Bullish Takeaways- Bullish analysts have recently raised the price target for Jerónimo Martins, reflecting growing conviction in the company’s ability to execute on its growth plans.
- There is ongoing confidence in Jerónimo Martins’ revenue growth, supported by strong performance in core markets and effective expansion strategies.
- Profit margins are expected to remain resilient, which supports an optimistic outlook on future earnings and valuation.
- The Overweight rating has been maintained, indicating analysts’ expectation that shares will continue to outperform peers.
- Some caution persists among analysts, as reflected by previous downward adjustments to the price target in response to shifting market conditions.
- Bears point to potential headwinds that could impact revenue growth rates, such as increased competition or market volatility.
- Concerns remain regarding the sustainability of profit margins in an evolving operating environment, which warrants careful monitoring.
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from €25.41 to €25.68.
- Discount Rate is nearly unchanged, moving marginally from 7.78% to 7.78%.
- Revenue Growth projection has fallen slightly, from 6.81% to 6.62%.
- Net Profit Margin forecast has decreased modestly, from 2.29% to 2.26%.
- Future P/E ratio estimate has increased moderately, rising from 20.45x to 21.09x.
Disclaimer
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