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TWIN: Rising Margin Potential Will Drive Value on Share Buyback Momentum

Global Marine Infrastructure And Defense Spending Will Shape Electrification Trends

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TWIN
AnalystConsensusTarget
Not Invested
Published 20 Apr 2025

Update shared on 12 Nov 2025

Fair value Increased 37%
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Narrative Update on Twin Disc: Analyst Price Target Revision

Analysts have raised their price target for Twin Disc from $17.50 to $24.00, citing improved forecasts for revenue growth and profitability.

What's in the News

  • Twin Disc is actively seeking mergers and acquisitions to strengthen its marine and industrial technology platforms, with a continued emphasis on innovation, R&D, and geographic expansion (Fiscal First Quarter 2026 Conference Call).
  • The company reported a disciplined approach to capital deployment, balancing investments in growth with financial management to support long-term value creation (Fiscal First Quarter 2026 Conference Call).
  • Twin Disc completed the buyback of 560,000 shares, totaling $7.31 million, representing 4.93% of outstanding shares under its longstanding repurchase program (Buyback Tranche Update).
  • The focus remains on both targeted M&A and organic investment, especially in hybrid and electrification solutions (Fiscal First Quarter 2026 Conference Call).

Valuation Changes

  • Consensus Analyst Price Target has increased from $17.50 to $24.00, reflecting a higher perceived fair value for Twin Disc shares.
  • Discount Rate has risen slightly from 8.74% to 8.97%, suggesting a modest adjustment in risk assessment or return expectations.
  • Revenue Growth forecast has improved from 8.37% to 9.57%, indicating optimism about the company’s future sales trajectory.
  • Net Profit Margin is projected to rise significantly from 8.55% to 13.14%, pointing to anticipated efficiency gains or better cost management.
  • Future P/E (Price-to-Earnings) ratio has declined from 8.49x to 7.75x, which suggests expectations for stronger earnings relative to share price.

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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.