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Infrastructure Expansion And Electric Mobility Will Define Future Markets

Published
28 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$150.54
11.9% undervalued intrinsic discount
10 Sep
US$132.56
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1Y
33.0%
7D
2.3%

Author's Valuation

US$150.5411.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 4.30%

Oshkosh's consensus price target was raised following upward earnings revisions, stronger Q2 results, and improved outlook on margins and tariff risks, leading analysts to lift fair value from $144.34 to $147.19. Analyst Commentary Bullish analysts see upwardly revised earnings estimates and the potential for further multiple expansion in the machinery sector following strong Q2 results.

Shared on04 Aug 25
Fair value Increased 11%

The upward revision in Oshkosh's fair value reflects improved revenue growth forecasts while profit margins remain stable, resulting in the consensus analyst price target rising from $129.99 to $139.52. What's in the News Reported $5.7 million in intangible asset impairments for Q2, down from $51.6 million a year ago.

Shared on07 May 25
Fair value Increased 22%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.42%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on17 Apr 25
Fair value Decreased 2.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 5.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.31%

AnalystConsensusTarget has increased future PE multiple from 10.7x to 11.8x.