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Earnings Risk And Weaker Demand Trends Will Shape Future Outlook

Published
08 Aug 24
Updated
26 Oct 25
AnalystConsensusTarget's Fair Value
US$437.80
18.1% undervalued intrinsic discount
26 Oct
US$358.36
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1Y
-24.2%
7D
-0.2%

Author's Valuation

US$437.818.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 26 Oct 25

Fair value Decreased 1.62%

Analysts have lowered their price target for Watsco, reducing it from $445 to $437.80. They cite recent survey data that signals weaker demand and a more challenging near-term outlook for the company.

Shared on 12 Oct 25

Fair value Decreased 1.85%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Narrative Update on Watsco Price Target Analysts have lowered their price target for Watsco, reducing it from $450 to $425. They cite expectations of slower profit margin growth and slightly lower fair value estimates, even though there are improved revenue growth projections and a marginally lower discount rate.

Shared on 28 Sep 25

Fair value Decreased 2.38%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

The decrease in Watsco’s consensus analyst price target is primarily driven by a modest reduction in its future P/E multiple, with fair value now set at $453.40. Valuation Changes Summary of Valuation Changes for Watsco The Consensus Analyst Price Target has fallen slightly from $464.45 to $453.40.

Shared on 13 Sep 25

Fair value Decreased 0.89%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Watsco’s consensus Analyst Price Target saw a marginal decrease, reflecting minimal changes in both the company’s future P/E and discount rate, with fair value moving slightly from $468.64 to $464.45. What's in the News Watsco, Inc.

Shared on 07 May 25

Fair value Increased 0.81%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Shared on 30 Apr 25

Fair value Decreased 1.61%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget has increased revenue growth from 5.7% to 6.6%.

Shared on 23 Apr 25

Fair value Increased 0.91%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 16 Apr 25

Fair value Decreased 1.75%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

Shared on 09 Apr 25

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.96%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.088%

A2L Transition And HVAC Replacement Will Strengthen Future Prospects

AnalystConsensusTarget has decreased revenue growth from 6.6% to 5.8%.