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Update shared on29 Jul 2025

Fair value Increased 17%
AnalystConsensusTarget's Fair Value
US$125.89
8.4% undervalued intrinsic discount
10 Sep
US$115.28
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1Y
46.7%
7D
-0.2%

Analysts have raised their price target for AZZ from $101.93 to $119.75, reflecting stronger-than-expected earnings, expectations for continued sales and margin growth, market share gains, and improved free cash flow as the company’s balance sheet strengthens.


Analyst Commentary


  • Raised earnings estimates following strong fiscal Q1 results.
  • Expectation for sustained sales and margin growth.
  • Anticipation of continued market share gains.
  • Outlook for improved free cash flow as debt is reduced.
  • Improved capital allocation flexibility due to a stronger balance sheet.

What's in the News


  • AZZ completed the repurchase of 932,651 shares (3.71%) for $46.81 million under its ongoing buyback program, with no repurchases from March 1 to May 31, 2025.
  • AZZ was dropped from multiple Russell value-oriented indices, including the Russell 2000 Value, 3000 Value, 2500 Value, and Small Cap Comp Value benchmarks and indices.
  • AZZ was added to the Russell 2000 Dynamic Index.
  • The Board authorized a 17.6% increase in the quarterly cash dividend, raising it from $0.17 to $0.20 per share.

Valuation Changes


Summary of Valuation Changes for AZZ

  • The Consensus Analyst Price Target has significantly risen from $101.93 to $119.75.
  • The Future P/E for AZZ has significantly risen from 14.73x to 23.51x.
  • The Net Profit Margin for AZZ has significantly fallen from 14.18% to 10.37%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.