Update shared on 09 Nov 2025
Fair value Increased 4.24%Analysts have raised their price target for Atmus Filtration Technologies from $47.20 to $49.20, citing ongoing strong execution, upgraded guidance, and resilience in a challenging demand environment.
Analyst Commentary
The latest round of price target adjustments reflects continued engagement with Atmus Filtration Technologies’ management and a nuanced perspective on the company’s growth potential and challenges. Analysts have assessed near-term industry headwinds alongside Atmus's operational strengths.
Bullish Takeaways- Bullish analysts highlight Atmus Filtration’s ongoing execution of multi-year growth initiatives, indicating resilience even in a subdued demand environment.
- Recent upgrades to full-year guidance, especially following strong second-quarter results, are viewed as evidence of management’s confidence in future performance.
- The company’s consistent track record of execution and share outgrowth opportunities are contributing to rising valuation estimates.
- Increased price targets reflect growing consensus that Atmus is well-positioned to benefit as market recovery unfolds.
- Some analysts remain cautious about the overall demand environment, noting that external headwinds could limit near-term upside.
- Concerns persist about the timing of a broader market recovery, which could delay benefits from the company’s operational initiatives.
- Valuation multiples are becoming more demanding in light of recent share price gains, putting pressure on Atmus to sustain its strong performance.
What's in the News
- The company has raised its earnings guidance for 2025, with expected revenue now projected between $1,720 million and $1,745 million (Key Developments).
- The company announced a 10% increase in its quarterly cash dividend to $0.055 per common share, payable on September 10, 2025 to shareholders of record on August 26, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, from $47.20 to $49.20 per share.
- Discount Rate has increased from 8.35% to 8.67%, which suggests analysts are considering a higher risk profile in their valuation.
- Revenue Growth expectations have edged down marginally, from 4.49% to 4.47% projected growth.
- Net Profit Margin has decreased slightly, moving from 14.01% to 13.92%.
- Future P/E ratio has fallen significantly, going from 17.65x to 15.91x. This reflects either expectations of stronger future earnings or a shift in market sentiment.
Disclaimer
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