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Pricing Adjustments And Renewables In China Will Drive Success

Published
28 Aug 24
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
US$84.15
9.9% undervalued intrinsic discount
26 Sep
US$75.83
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1Y
-6.8%
7D
0.9%

Author's Valuation

US$84.159.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Sep 25
Fair value Increased 1.64%

Timken’s consensus price target was modestly raised to $84.15 as analysts highlighted reduced cyclicality, sector-wide re-ratings after Q2 earnings, and potential upward earnings revisions, though some remain cautious pending execution under new leadership. Analyst Commentary Bullish analysts highlighted Timken's reduced cyclicality and its reputation as a high-quality engineering franchise.

Shared on11 Sep 25
Fair value Decreased 1.38%

Timken’s fair value estimate was revised slightly lower as both the future P/E and consensus revenue growth forecasts remained effectively unchanged, resulting in a marginal decrease in the consensus price target from $83.95 to $82.79. What's in the News Lucian Boldea appointed CEO and Board member, bringing extensive industry experience from Honeywell and Eastman Chemical, succeeding interim CEO Richard G.

Shared on29 Jul 25
Fair value Increased 10%

The increase in Timken's analyst price target reflects improved revenue growth expectations and a higher anticipated future P/E multiple, resulting in a fair value revision from $76.24 to $82.90. What's in the News Added to Russell 1000 Defensive Index.

Shared on07 May 25
Fair value Increased 0.85%

AnalystConsensusTarget has increased revenue growth from 1.3% to 1.7%.

Shared on30 Apr 25
Fair value Decreased 4.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 4.74%

Shared on17 Apr 25
Fair value Decreased 3.53%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.3%.

Shared on09 Apr 25
Fair value Decreased 1.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.