Update shared on 28 Nov 2025
Fair value Increased 1.72%Flowserve's fair value price target has increased to $76.80, up from $75.50. Analysts highlight solid third-quarter results and see potential for continued bookings growth, driven by management execution and opportunities in the Nuclear segment.
Analyst Commentary
Analysts have updated their views on Flowserve following the company's recent third-quarter results and price target revisions. The consensus reflects expectations for sustained progress, though there are also cautions regarding valuation and execution risks.
Bullish Takeaways- Bullish analysts are increasing their price targets, citing a strong earnings beat in the third quarter and improved forecasts for future performance.
- Management's effective execution and operational improvements are seen as driving factors behind raised estimates and positive outlooks.
- Opportunities within the Nuclear segment and self-help initiatives, particularly in the Flow Control Division, are expected to boost bookings growth and support a higher valuation.
- The firm’s ability to outperform expectations in the recent quarter has reinforced analysts' confidence in continued momentum and upside potential.
- Some analysts maintain a Neutral stance, suggesting that while management is executing well, valuation may now be less compelling after the recent run-up in share price.
- Execution risks remain, especially if momentum in bookings growth does not continue or if operational improvements stall.
- There is caution regarding the dependency on Nuclear opportunities for incremental growth, as sector-specific risks could limit further upside.
- While raised estimates are positive, some analysts see limited near-term catalysts beyond the improvements already reflected in new price targets.
What's in the News
- Flowserve is seeking acquisitions to strengthen its product portfolio, with a strategic focus on the nuclear segment and complementary product lines. (Flowserve Third Quarter 2025 Business Update)
- The company completed a share buyback tranche from July to September 2025, repurchasing 713,410 shares for $37.82 million and reaching a total repurchase of 18.2% of outstanding shares since 2012. (Company Buyback Update)
- Flowserve lowered its full-year 2025 earnings guidance and now expects organic sales growth of 2% and total sales growth of 4% to 5%, compared to previous, higher forecasts. (Corporate Guidance Update)
Valuation Changes
- Fair Value Price Target has risen slightly to $76.80, up from $75.50.
- Discount Rate increased marginally to 8.81% from 8.77%.
- Revenue Growth assumptions remain nearly unchanged at 4.35%.
- Net Profit Margin is steady at approximately 10.70%.
- Future P/E ratio has increased modestly to 19.80x from 19.61x.
Disclaimer
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