Update shared on 26 Nov 2025
Fair value Increased 12%Analysts have raised their fair value estimate for Atmus Filtration Technologies from $49.20 to $55.00. They cite ongoing execution on growth opportunities, even as the company faces a challenging demand environment.
Analyst Commentary
Analyst sentiment around Atmus Filtration Technologies reflects a blend of optimism regarding the company’s execution on long-term strategies and caution about the near-term demand outlook. Recent target price adjustments signal evolving views on its valuation and market positioning.
Bullish Takeaways
- Bullish analysts point to consistent execution on multi-year growth opportunities as a key differentiator supporting the company’s long-term valuation.
- Recent upward revisions to fair value estimates are attributed to Atmus’s ongoing ability to capitalize on new business initiatives, even in the face of industry headwinds.
- Leadership’s engagement with investors and transparency around financial strategy provide confidence in Atmus’s roadmap for sustained expansion.
- The company’s focus on operational efficiency and portfolio outgrowth initiatives is cited as a contributor to resilient performance in a challenging environment.
Bearish Takeaways
- Bearish analysts remain cautious due to the persistent softness in demand, which may limit near-term revenue growth potential.
- Concerns persist that macroeconomic pressures and cyclical challenges could restrict the pace of future upgrades to fair value estimates.
- The company’s ability to sustain its current momentum is viewed as uncertain if market conditions worsen further.
What's in the News
- Completed repurchase of 1,995,964 shares, representing 2.43% for $80.65 million under the buyback announced on July 18, 2024 (Key Developments)
- From July 1, 2025 to September 30, 2025, the company repurchased 666,854 shares for $30.3 million, representing 0.82% of shares (Key Developments)
- Raised 2025 earnings guidance, with expected revenue in the range of $1,720 million to $1,745 million (Key Developments)
Valuation Changes
- Fair Value Estimate has increased from $49.20 to $55.00, reflecting a higher assessment of Atmus's intrinsic worth.
- Discount Rate has decreased slightly, from 8.67% to 8.66%, suggesting a marginally lower perceived risk or cost of capital.
- Revenue Growth Estimate has risen modestly, from 4.47% to 4.65%, indicating improved expectations for future top-line expansion.
- Net Profit Margin Estimate has declined slightly, from 13.92% to 13.59%, signaling a more conservative view on future profitability.
- Future Price-to-Earnings (P/E) Ratio has increased noticeably, from 15.91x to 20.23x. This implies a higher valuation multiple being applied to expected earnings.
Disclaimer
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