Update shared on04 Sep 2025
Analysts maintained a cautious yet optimistic outlook for APi Group, citing sector multiple expansion, a recent stock split, and steady operating improvements, resulting in an unchanged consensus price target of $41.00.
Analyst Commentary
- Bullish analysts increased price targets due to the adjustment for APi Group’s recent 3-2 stock split.
- Higher market valuation multiples for sector peers and comparable companies in the Life Safety segment supported a more optimistic outlook.
- Model updates reflect improvements in APi Group’s operating environment and expected earnings growth.
- JPMorgan, a major brokerage, maintained a Neutral rating and confirmed its $46 price target, citing no material change in outlook or earnings assumptions.
- The overall sentiment incorporates both updated sector multiple valuations and maintained cautious optimism from major coverage.
What's in the News
- Completed $675 million share buyback, repurchasing 19,355,733 shares (5.19%).
- Raised full-year 2025 guidance to $7,650–$7,850 million in net revenues (prior $7,400–$7,600 million).
- Issued Q3 2025 net revenue guidance of $1,985–$2,035 million.
- Added to S&P 1000, S&P 400, S&P 400 Industrials, and S&P Composite 1500 indices.
Valuation Changes
Summary of Valuation Changes for APi Group
- The Consensus Analyst Price Target remained effectively unchanged, at $41.00.
- The Net Profit Margin for APi Group remained effectively unchanged, moving only marginally from 8.24% to 8.37%.
- The Future P/E for APi Group remained effectively unchanged, moving only marginally from 30.58x to 30.13x.
Disclaimer
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