Narrative Update on Arjo
Analysts have reaffirmed Arjo's fair value estimate at $36.00, noting that their updated model includes only minor adjustments to inputs and reflects ongoing confidence in the company’s long-term outlook.
What's in the News
- Arjo AB provided new earnings guidance for the fourth quarter and full year of 2025, expecting sales growth to increase again. The company also anticipates its organic net sales growth will remain well within its target interval of 3% to 5% for the year. (Key Developments)
- Christofer Carlsson, interim CFO since January 2025, has been appointed as Arjo's permanent CFO effective September 1, 2025. Carlsson has served at Arjo since 2017 and previously led the Corporate Control division. (Key Developments)
Valuation Changes
- Fair Value Estimate: Remains unchanged at SEK 36.00 per share.
- Discount Rate: Decreased slightly from 7.12% to 7.11%.
- Revenue Growth Forecast: Holds steady at 2.43%.
- Net Profit Margin: Remains virtually unchanged at approximately 7.71%.
- Future P/E Ratio: Decreased marginally from 13.00x to 12.99x.
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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.