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Terex Community
NYSE:TEX Community
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Terex
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Terex
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Global Infrastructure And Urbanization Will Drive Equipment Demand
Key Takeaways Strong infrastructure investment, urbanization, and sustainability trends are boosting demand and visibility for Terex's equipment, supporting steady growth and resilience across diverse markets. Expansion into electrification, digital solutions, and new global markets, alongside operational synergies, is driving improved margins, recurring revenues, and long-term diversification.
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US$55.20
FV
4.7% undervalued
intrinsic discount
5.96%
Revenue growth p.a.
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about 3 hours ago
author updated this narrative
Terex
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Megaprojects And Sustainable Tech Will Strengthen Equipment Demand
Key Takeaways Growth in digital SaaS and connected equipment is rapidly boosting margins and diversifying earnings through new high-value recurring revenue streams. Structural industry shifts and strong demand from environmental and infrastructure trends are positioning Terex for sustained revenue outperformance and expanding market share.
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US$73.00
FV
27.9% undervalued
intrinsic discount
8.70%
Revenue growth p.a.
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about 1 hour ago
author updated this narrative
Terex
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Automation, Environmental And Trade Tensions Will Erode Market Share
Key Takeaways Accelerating automation, stricter environmental regulations, and shifting customer preferences threaten Terex's traditional business model, requiring costly updates to products and strategy. Competitive disadvantages, supply chain disruptions, and industry price wars risk eroding Terex's margins, market share, and long-term earnings stability.
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US$38.00
FV
38.4% overvalued
intrinsic discount
4.99%
Revenue growth p.a.
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about 1 hour ago
author updated this narrative
Your Valuation for
TEX
TEX
Terex
Your Fair Value
US$
Current Price
US$52.60
11.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-245m
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$6.8b
Earnings US$234.2m
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