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VMI: Future Share Repurchases Will Support Attractive Upside Potential

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

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VMI
AnalystConsensusTarget
Not Invested
Published 29 Aug 2024

Update shared on 21 Dec 2025

Fair value Increased 0.88%
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Analysts have modestly raised their price target on Valmont Industries from $455 to $459, reflecting slightly stronger long term revenue growth expectations and a marginally lower discount rate that together support a higher fair value multiple.

What's in the News

  • Management reiterated its focus on selective, strategic M&A, targeting smaller tuck in acquisitions that strengthen core businesses while balancing cost discipline and share repurchases (company commentary).
  • From June 29, 2025 to September 27, 2025, Valmont repurchased 69,005 shares for $25.83 million, completing a total buyback of 182,431 shares for $59.8 million under its February 18, 2025 authorization (buyback update).
  • Valmont revised its 2025 net sales outlook to approximately $4.1 billion, narrowing prior guidance of $4.0 to $4.2 billion, indicating slightly firmer demand expectations (corporate guidance).

Valuation Changes

  • The fair value estimate has risen slightly, increasing from $455 to $459 per share.
  • The discount rate has fallen marginally, easing from 8.71 percent to approximately 8.69 percent, which modestly boosts the present value of future cash flows.
  • Revenue growth has edged higher, moving from about 3.98 percent to roughly 4.00 percent annually in the long-term model.
  • The net profit margin has dipped slightly, nudging down from about 10.49 percent to roughly 10.49 percent, a negligible change to profitability assumptions.
  • The future P/E multiple has risen modestly, increasing from about 21.74x to roughly 21.92x forward earnings.

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