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Update shared on08 Aug 2025

Fair value Increased 11%
AnalystConsensusTarget's Fair Value
US$154.50
10.1% undervalued intrinsic discount
14 Aug
US$138.85
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1Y
-6.3%
7D
5.7%

Driven by higher revenue growth forecasts and improved net profit margin expectations, the consensus analyst price target for Advanced Drainage Systems has been raised from $138.89 to $155.12.


What's in the News


  • Advanced Drainage Systems confirmed fiscal 2026 net sales guidance at $2.825 billion to $2.975 billion.
  • Completed repurchase of 8,244,000 shares (11.41%) for $852.26 million under the buyback announced in 2022, with no additional shares repurchased in recent quarters.
  • Dropped from multiple Russell growth-oriented indices, including Russell 3000 Growth, Russell 1000 Growth, Russell 2500 Growth, Russell Midcap Growth, and Russell Small Cap Comp Growth.
  • Announced a 13% increase in annual cash dividend to $0.72 per share, with a quarterly payment of $0.18 per share.

Valuation Changes


Summary of Valuation Changes for Advanced Drainage Systems

  • The Consensus Analyst Price Target has significantly risen from $138.89 to $155.12.
  • The Consensus Revenue Growth forecasts for Advanced Drainage Systems has significantly risen from 2.7% per annum to 4.5% per annum.
  • The Net Profit Margin for Advanced Drainage Systems has risen from 15.78% to 16.93%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.