Update shared on 22 Nov 2025
Fair value Decreased 13%Analysts have lowered their price target for Alta Equipment Group from $11.38 to $9.95. They cite mixed end markets, increased tariff headwinds, and continued competitive pressures in the Construction Equipment segment as the primary factors influencing this downward revision.
Analyst Commentary
Industry analysts have provided updated perspectives on Alta Equipment Group's outlook following recent quarterly results and sector developments. Their commentary includes both optimistic and cautious views regarding the company's valuation, growth, and execution prospects.
Bullish Takeaways- Bullish analysts maintain a Buy rating on the shares, highlighting the perceived long-term growth potential in core markets.
- Despite macro headwinds, some analysts note Alta Equipment's ability to navigate challenging environments and leverage demand in select end markets.
- Current share price levels are viewed by some as presenting a potential value opportunity in light of recent price target reductions.
- Bearish analysts cite increased tariff headwinds as a factor likely to pressure margins and dampen earnings growth for 2025 and 2026.
- There is ongoing concern about mixed demand signals in key end markets, affecting both near-term and medium-term visibility for revenue growth.
- Competitive pricing dynamics in the Construction Equipment segment are expected to result in continued pressure on profitability.
- Several analysts have revised adjusted EBITDA outlooks downward, reflecting a more cautious stance on execution and valuation consistency.
Valuation Changes
- Consensus Analyst Price Target has fallen significantly, decreasing from $11.38 to $9.95 per share.
- Discount Rate has risen slightly, moving from 12.32% to 12.5%.
- Revenue Growth projections have been reduced sharply, dropping from 3.47% to 1.49%.
- Net Profit Margin is expected to improve modestly, increasing from 5.81% to 6.13%.
- Future P/E Ratio has decreased slightly, changing from 3.79x to 3.63x.
Disclaimer
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