Johnson Controls International

Data Center Momentum And Share Buybacks Will Fuel Sustained Market Confidence

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

11 Dec 25

Views

156

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

49.6%

7D

-0.3%

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1Y

49.6%

7D

-0.3%

You can edit this narrative until Dec 12 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$131.7810.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

JCI: Future Returns Will Depend On Applied HVAC And Aftermarket Demand Momentum

Analysts have nudged our Johnson Controls International price target higher, reflecting Street moves from about $105 to $124, to a new range of $119 to $142, which highlights better than expected Q4 segment EBITA, broad based geographic momentum, and confidence in management's HVAC and aftermarket guidance. Analyst Commentary Street research following the Q4 print reflects a generally constructive stance on Johnson Controls International, with several firms lifting price targets in response to outperformance and improved confidence in the growth outlook.

Shared on 27 Nov 25

Fair value Increased 6.27%

JCI: Future Returns Will Depend On HVAC And Data Center Demand Momentum

Johnson Controls International's analyst price target was raised from $124 to approximately $132. This change reflects improved earnings, accelerated revenue growth, and resilient performance in key segments as noted by analysts.

Shared on 07 Nov 25

Fair value Increased 5.18%

JCI: Future Performance Will Depend On Sustained HVAC Momentum And Market Execution

Analysts have raised their price target for Johnson Controls International from $117.89 to $124.00, citing a stronger growth outlook and improved profitability. This is supported by robust segment performance and continued demand momentum.

Shared on 23 Oct 25

Fair value Increased 2.56%

The average analyst price target for Johnson Controls International has increased from $114.95 to $117.89. This reflects growing optimism about the company's outlook as analysts cite improving demand in select segments and recently positive valuation trends.

Shared on 09 Oct 25

Fair value Increased 1.23%

Analysts have modestly increased their price target for Johnson Controls International to approximately $114.95 from $113.55, citing anticipated gains in data center demand and a favorable sector outlook. Analyst Commentary Recent updates from Wall Street reflect a cautiously optimistic sentiment toward Johnson Controls International.

Shared on 16 Sep 25

Fair value Increased 0.62%

Analysts have raised their price target for Johnson Controls International, citing a justified valuation re-rating, upward earnings revisions, and broad industrial sector strength, resulting in a modest increase in fair value from $112.85 to $113.55. Analyst Commentary Bullish analysts cite a well-warranted valuation re-rating over the past twelve months.

Shared on 07 May 25

Fair value Increased 25%

Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 24%

AnalystConsensusTarget Fair Value

US$131.78

10.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.05%

Building revenue growth rate

0.17%

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

9.34%

Calculation

US$3.54b

Earnings '28

x

23.92x

PE Ratio '28

=

US$84.60b

Market Cap '28

US$84.60b

Market Cap '28

/

491.57m

No. shares '28

=

US$172.09

Share Price '28

US$172.09 Share Price '28

Discounted to 2025 @ 9.35% p.a.

=

US$131.62

Fair Value '25