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Update shared on04 Aug 2025

Fair value Decreased 6.79%
AnalystConsensusTarget's Fair Value
US$196.54
19.8% undervalued intrinsic discount
06 Aug
US$157.53
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1Y
-17.7%
7D
-0.5%

Despite a modest improvement in consensus revenue growth forecasts, IDEX's fair value has been revised downward—reflected in a lower analyst price target—amid a notable drop in its expected future P/E multiple.


What's in the News


  • IDEX is actively seeking tuck-in M&A opportunities focused on scaling and expanding capabilities in key markets while maintaining organic investments as its top capital allocation priority.
  • Third quarter 2025 GAAP diluted EPS is guided at $1.54–$1.61, with anticipated organic sales growth of 2% to 3%.
  • Full year 2025 GAAP diluted EPS guidance has been lowered to $6.30–$6.44 from $6.56–$6.95, reflecting expected organic sales growth of about 1%.
  • The company repurchased 268,586 shares (0.35%) for $50 million in Q2 2025; cumulative buybacks now total 18,199,327 shares (22.85%) for $1.44 billion under its ongoing repurchase program.
  • Abhishek Khandelwal resigned as CFO, succeeded on an interim basis by Akhil Mahendra, current VP of Corporate Development; Mahendra was awarded $500,000 in restricted stock vesting over three years.

Valuation Changes


Summary of Valuation Changes for IDEX

  • The Consensus Analyst Price Target has fallen from $210.85 to $198.46.
  • The Future P/E for IDEX has fallen from 29.27x to 26.37x.
  • The Consensus Revenue Growth forecasts for IDEX has risen from 6.1% per annum to 6.4% per annum.

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.