Global E-commerce And Automation Will Spark Rebound

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 Sep 24

Updated

10 Dec 25

Views

60

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-39.2%

7D

-8.6%

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1Y

-39.2%

7D

-8.6%

You can edit this narrative until Dec 11 8:05 AM. Then, changes will post as Updates.

Author's Valuation

US$36.516.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

HY: Future Returns Will Depend On Stable Margins And Completed Buybacks

Narrative Update Analysts have modestly lifted their price target on Hyster-Yale to 36.50 dollars, reflecting slightly lower perceived risk and a marginally improved long term earnings outlook, while keeping core growth and margin assumptions essentially unchanged. What's in the News Completed share repurchase of 106,314 shares, representing about 0.61% of outstanding shares, totaling approximately 5.76 million dollars under the buyback program announced on November 18, 2024 (company disclosure) No additional shares were repurchased between July 1, 2025 and September 30, 2025, leaving the latest buyback tranche inactive during the quarter (company disclosure) The completion of the authorized repurchase program may modestly support earnings per share through a smaller share count, while limiting near term capital returns unless a new authorization is approved (company disclosure) Valuation Changes Fair Value: Unchanged at 36.50 dollars per share, indicating no revision to the central valuation estimate.

Shared on 26 Nov 25

Fair value Decreased 19%

HY: Profit Margin Improvements Will Drive Shares Higher Moving Forward

Narrative Update on Hyster-Yale: Analyst Price Target Adjustment Analysts have revised their fair value estimate for Hyster-Yale downward from $45.00 to $36.50. This change is due to adjustments in long-term growth rates and profit margin expectations.

Shared on 07 Nov 25

Fair value Decreased 10%

HY: Positive Revenue Outlook And E-Commerce Trends Will Support Shares

Analysts have revised their fair value estimate for Hyster-Yale downward from $50 to $45. This reflects updated assumptions about revenue growth and profitability in their latest outlook.

Shared on 08 Aug 25

Fair value Decreased 11%

Despite a modest improvement in revenue growth forecasts and a notable decrease in future P/E, the consensus analyst price target for Hyster-Yale has been downgraded from $56.00 to $50.00. What's in the News Hyster-Yale provided guidance for modestly higher third quarter operating profit due to increased sales volume and manufacturing efficiency, but expects full-year 2025 results below strong 2024 performance.

Shared on 01 May 25

Fair value Decreased 16%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 19%

Shared on 11 Mar 25

Fair value Increased 24%

AnalystConsensusTarget has increased revenue growth from -1.1% to -1.8%, increased profit margin from 1.0% to 1.7%, decreased future PE multiple from 39.6x to 24.3x and increased discount rate from 7.9% to 8.7%.

AnalystConsensusTarget Fair Value

US$36.5

16.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-2.92%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.55%

Calculation

US$39.34m

Earnings '28

x

21.26x

PE Ratio '28

=

US$836.21m

Market Cap '28

US$836.21m

Market Cap '28

/

17.84m

No. shares '28

=

US$46.86

Share Price '28

US$46.86 Share Price '28

Discounted to 2025 @ 10.46% p.a.

=

US$34.77

Fair Value '25