Global Automation And Energy Transition Will Drive Aerospace Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

07 Dec 25

Views

72

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

16.9%

7D

-2.0%

Loading

1Y

16.9%

7D

-2.0%

You can edit this narrative until Dec 8 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$25.2513.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

KMT: Future Returns Will Depend On Sustained Tungsten Pricing Power

Analysts have lifted their price target on Kennametal by $3 to $28, citing a positive inflection in growth from higher tungsten prices, better than expected Q1 results with improving pricing power, and raised FY26 EPS guidance. Analyst Commentary Recent Street research reflects a mixed but improving stance on Kennametal, with price targets moving higher as earnings quality and growth signals strengthen, even as questions remain around durability of the recovery.

Shared on 23 Nov 25

Fair value Increased 6.88%

KMT: Future Momentum Will Depend On Sustained Pricing Power And Tungsten Trends

Analysts have increased their fair value estimate for Kennametal from $23.63 to $25.25 per share, citing improved revenue growth and profit margins, as well as recent positive developments in tungsten pricing and stronger-than-expected financial results. Analyst Commentary Recent analyst updates on Kennametal reflect a mix of optimism about improved fundamentals and continued caution regarding long-term growth prospects.

Shared on 08 Nov 25

Fair value Increased 12%

KMT: Sustained Momentum Will Face Headwinds Despite Raised Earnings Guidance

Kennametal’s analyst price target has risen from $21.06 to $23.63. Analysts cite stronger-than-expected quarterly results and improved forward earnings guidance as factors supporting the higher valuation.

Shared on 30 Apr 25

Fair value Decreased 0.41%

Shared on 23 Apr 25

Fair value Decreased 1.99%

AnalystConsensusTarget has decreased revenue growth from 0.5% to 0.4%.

Shared on 17 Apr 25

Fair value Decreased 3.36%

AnalystConsensusTarget has decreased revenue growth from 0.6% to 0.5%.

Shared on 09 Apr 25

Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.62%

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 4.62%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 0.6% and decreased profit margin from 7.0% to 6.0%.

AnalystConsensusTarget Fair Value

US$25.25

13.8% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.12%

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

9.05%

Calculation

US$139.41m

Earnings '28

x

16.93x

PE Ratio '28

=

US$2.36b

Market Cap '28

US$2.36b

Market Cap '28

/

72.41m

No. shares '28

=

US$32.59

Share Price '28

US$32.59 Share Price '28

Discounted to 2025 @ 9.09% p.a.

=

US$25.11

Fair Value '25