Update shared on27 Sep 2025
Fair value Increased 3.70%Boliden’s consensus price target has been raised as analysts cite improved long-term commodity price outlooks and operational recovery, despite ongoing cost and price risks, resulting in a new fair value estimate of SEK321.53.
Analyst Commentary
- Bullish analysts cite improved long-term commodity price outlook, particularly for copper and zinc.
- Recent production recovery and operational improvements at key Boliden assets support higher valuation.
- Analysts note cost pressures remain, with some seeing limited margin expansion in the near term.
- Bearish analysts highlight ongoing risks from energy costs and volatile metal prices.
- Some price target adjustments reflect updated currency assumptions impacting Boliden's SEK earnings translation.
What's in the News
- Boliden was granted a mining concession for the Laver deposit, allowing extraction of copper, gold, silver, and molybdenum, but still requires environmental and Natura 2000 permits before a final investment decision.
- Boliden terminated its earn-in and joint venture agreement with District Metals on the Tomtebo and Stollberg properties, resulting in District retaining 100% of Tomtebo and Boliden retaining 100% of Stollberg.
Valuation Changes
Summary of Valuation Changes for Boliden
- The Consensus Analyst Price Target has risen slightly from SEK310.07 to SEK321.53.
- The Future P/E for Boliden has risen slightly from 10.88x to 11.33x.
- The Consensus Revenue Growth forecasts for Boliden remained effectively unchanged, moving only marginally from 6.0% per annum to 6.1% per annum.
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.