Update shared on03 Sep 2025
Fair value Increased 2.25%Analysts have raised Acuity’s price target to $340.88, citing notably strong Q4 gross margin performance and improving Q3 lighting sales, though continued macroeconomic uncertainty keeps some ratings cautious.
Analyst Commentary
- Q4 gross margin performance has been notably strong, though analysts note Q3 set a high comparative benchmark.
- Elevated macroeconomic uncertainty is leading to more conservative outlooks for fiscal 2026.
- Bullish analysts see improved volumes and pricing in Q3 lighting sales based on recent channel checks.
- Some analysts are assigning bullish designations on the stock due to these positive Q3 trends.
- Despite improved targets, neutral and equal weight ratings reflect ongoing caution about sustaining momentum amid external headwinds.
What's in the News
- Acuity has repurchased 275,905 shares (0.9% of shares) for $68.5 million between March 1, 2025 and May 31, 2025.
- The company has completed the buyback program announced in 2018, repurchasing a total of 11,284,959 shares (31.77% of shares) for $1,652.79 million.
Valuation Changes
Summary of Valuation Changes for Acuity
- The Consensus Analyst Price Target has risen slightly from $333.38 to $340.88.
- The Future P/E for Acuity has risen slightly from 19.93x to 20.39x.
- The Consensus Revenue Growth forecasts for Acuity remained effectively unchanged, moving only marginally from 8.1% per annum to 8.2% per annum.
Disclaimer
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