Valmont Industries

VMI: Share Repurchase Momentum And Revised Outlook Will Shape Enduring Market Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

07 Dec 25

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AnalystConsensusTarget's Fair Value

n/a

1Y

24.9%

7D

1.7%

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1Y

24.9%

7D

1.7%

You can edit this narrative until Dec 8 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$4559.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

VMI: Future Share Buybacks And Earnings Outlook Will Support Balanced Upside Potential

Analysts have modestly raised their price target on Valmont Industries to approximately 455 dollars. This reflects slightly higher long term growth and valuation assumptions despite minimal changes in underlying discount rate, revenue growth, and profit margin forecasts.

Shared on 23 Nov 25

VMI: Share Buybacks And Earnings Guidance Will Support Bullish Momentum

Narrative Update on Valmont Industries Analysts have reaffirmed their price target for Valmont Industries at $455, citing stable forecast assumptions and minimal changes to key financial metrics. What's in the News Valmont Industries is actively seeking strategic, smaller tuck-in acquisitions to strengthen its core business, according to CEO Avner Applbaum and Senior VP Renee Campbell (Key Developments).

Shared on 03 Nov 25

Fair value Increased 6.43%

Valmont Industries Sees Analyst Price Target Increase Amid Changing Assumptions Analysts have raised their price target for Valmont Industries from $427.50 to $455.00, citing updated forecasts for revenue growth and valuation metrics. What's in the News Valmont Industries completed the repurchase of 182,431 shares, representing 0.91 percent of shares outstanding, for $59.8 million under its buyback program originally announced in February 2025 (Key Developments).

Shared on 20 Oct 25

Fair value Increased 3.01%

Analysts have raised their price target for Valmont Industries from $415.00 to $427.50. They cite strengthened profit margin estimates and more favorable valuation metrics as the reasons for this change.

Shared on 27 Sep 25

Fair value Increased 5.51%

The upward revision in Valmont Industries’ consensus price target reflects improved forward earnings expectations, as indicated by a higher future P/E ratio, leading to an increase in fair value from $393.33 to $415.00. What's in the News Completed repurchase of 113,426 shares (0.57%) for $33.97 million under the buyback announced February 18, 2025.

Shared on 31 Jul 25

Valmont Industries' fair value estimate remains steady as a lower future P/E ratio suggests modestly reduced growth expectations, though the consensus price target is unchanged. What's in the News Valmont Industries, Inc.

Shared on 07 May 25

Fair value Increased 14%

Shared on 30 Apr 25

Fair value Decreased 7.60%

Shared on 23 Apr 25

Fair value Increased 0.21%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.7%.

Shared on 17 Apr 25

Fair value Decreased 5.06%

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.3%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.34%

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 10 Mar 25

Fair value Increased 14%

AnalystConsensusTarget has increased revenue growth from 2.4% to 3.2%.

AnalystConsensusTarget Fair Value

US$455

9.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.92%

Construction revenue growth rate

0.25%

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

8.71%

Calculation

US$484.02m

Earnings '28

x

21.74x

PE Ratio '28

=

US$10.52b

Market Cap '28

US$10.52b

Market Cap '28

/

18.70m

No. shares '28

=

US$562.68

Share Price '28

US$562.68 Share Price '28

Discounted to 2025 @ 8.71% p.a.

=

US$438.03

Fair Value '25