Update shared on 30 Oct 2025
Fair value Increased 1.72%Narrative Update: Hayward Holdings Analyst Price Target Increased
Analysts have raised their price target for Hayward Holdings from $17.50 to $18.00, citing stronger anticipated revenue growth and confidence in the company's ability to maintain its competitive margins.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight the recent price target increase as a reflection of growing confidence in Hayward Holdings' underlying business strength and anticipated revenue acceleration.
- They note that the company's pricing power remains underappreciated, suggesting the market is not fully valuing Hayward's ability to command premium pricing within its sector.
- Analysts also point to management's effective strategies and consistent execution for maintaining top-tier margin structure. This is viewed as a key differentiator against competitors.
- The upcoming management meetings are expected to reinforce positive sentiment and provide further clarity on future growth initiatives and operational resilience.
Bearish Takeaways
- Bearish analysts remain cautious about whether the recent positive momentum can be sustained in varying macroeconomic conditions, especially considering potential supply chain disruptions.
- There is ongoing concern about competitive pressures that could challenge Hayward's ability to maintain its margin leadership over the long term.
- Some warn that the share price may not reflect possible risks tied to market saturation and the pace of future growth, which could impact forward valuations.
What's in the News
- Hayward Holdings, Inc. has raised its full-year 2025 earnings guidance by increasing the expected net sales range to $1.095 billion to $1.110 billion. This reflects a projected 4% to 5.5% increase from fiscal year 2024 and is up from the previous guidance of $1.070 billion to $1.100 billion (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from $16.64 to $16.93, indicating a marginal increase in perceived intrinsic value.
- Discount Rate has fallen modestly from 8.83% to 8.78%, reflecting a slight reduction in risk assumptions.
- Revenue Growth Assumption has increased from 5.77% to 6.51%, suggesting higher expected top-line expansion.
- Net Profit Margin has edged down from 15.45% to 14.98%, pointing to slightly lower anticipated profitability.
- Future Price-to-Earnings (P/E) ratio has risen from 23.84x to 24.18x, which implies the market is willing to pay more for future earnings.
Disclaimer
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