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US Reconciliation Act And Energy Transition Will Open Markets

Published
25 Aug 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$60.71
26.9% undervalued intrinsic discount
10 Sep
US$44.37
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1Y
-33.8%
7D
1.4%

Author's Valuation

US$60.7126.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

KBR's consensus price target remains unchanged at $60.71 as analysts weigh near-term headwinds from the terminated HomeSafe contract and increased government segment uncertainty against potential long-term positives from a refocus on core operations and valuation support. Analyst Commentary HomeSafe contract termination by the Department of Defense creates immediate revenue and EBITDA headwinds and increases management credibility concerns.

Shared on07 May 25
Fair value Decreased 16%

Shared on30 Apr 25
Fair value Increased 4.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 9.91%

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 9.97%

AnalystConsensusTarget has decreased revenue growth from 15.9% to 8.8% and increased future PE multiple from 14.6x to 17.0x.