Shared on 03 Jun 26

MSA: Connected Fire Safety And Capital Returns Will Drive Future Compounding

MSA rolls out new connected fire safety gear that sends real-time information back to incident commanders, while also returning more cash to shareholders through buybacks and a higher dividend. At the same time, several analysts cut their targets and lean more cautious, suggesting the stock may need clearer execution wins before it feels meaningfully undervalued.

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Shared on 12 May 26

Fair value Decreased 1.17%

MSA: NFPA Recovery And Capital Returns Will Support Future Compounding

MSA Safety's updated analyst price target has edged down by about $2 to $205.71, as analysts factor in a slightly higher discount rate alongside modest adjustments to long term growth and profitability assumptions, including a lower future P/E multiple. Analyst Commentary Recent research on MSA Safety has shifted from earlier target increases following Q4 results to a series of target trims and more cautious stances, reflecting updated views on valuation, growth visibility and execution risk.

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Shared on 28 Apr 26

MSA: NFPA Recovery And Recurring Revenue Will Support Future Compounding

Analyst price targets on MSA Safety have been adjusted by a net $10 swing, with recent research citing steady mid single digit organic growth expectations, easing NFPA related headwinds and a view of the business as a high quality compounder with increasing recurring revenue, while other firms maintain more neutral stances after updating models post Q4 results. Analyst Commentary Recent research on MSA Safety clusters around how well the company can execute on its organic growth outlook, how sticky its revenue base can become, and whether the current valuation already reflects these qualities.

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Shared on 13 Apr 26

Fair value Decreased 2.02%

MSA: NFPA Recovery And Recurring Revenue Will Drive Future Upside

Analysts have trimmed the MSA Safety price target by about $4 to reflect slightly higher discount rates and a modestly lower future P/E assumption, even as their revenue growth outlook edges a bit higher following recent research updates from firms covering the stock. Analyst Commentary Recent Street research on MSA Safety shows a mix of optimism on the business outlook and more cautious adjustments to valuation and rating, giving you a balanced set of signals to consider.

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Shared on 28 Mar 26

MSA: NFPA Recovery And Recurring Revenue Will Support Future Upside

Analysts have lifted their average MSA Safety price targets into a $205 to $235 range, citing Q4 earnings, a return to mid single digit organic growth as NFPA related issues fade, and the company's positioning as a wide moat business with rising recurring revenue. Analyst Commentary Recent Street research around MSA Safety has focused on how the Q4 earnings print, the outlook for organic growth and the mix of recurring revenue stack up against current valuation after the latest round of price target revisions into the $205 to $235 range.

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Shared on 14 Mar 26

MSA: Recurring Revenue And NFPA Recovery Will Shape Future Returns

Analysts have raised their price targets on MSA Safety into a higher $200 to $235 range, reflecting updated models after Q4 results and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue strengthens. Analyst Commentary Recent research updates cluster around higher valuation ranges for MSA Safety after Q4 results, with different firms adjusting their models to reflect refreshed assumptions on growth, recurring revenue and fire related headwinds tied to NFPA standards.

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Shared on 28 Feb 26

Fair value Increased 7.21%

MSA: Mid Single Digit Outlook And Recurring Revenue Will Shape Future Returns

Analysts have raised their blended price target for MSA Safety from about $198 to roughly $212, citing recent Q4 results, refreshed models, and expectations for mid single digit organic growth as NFPA related headwinds ease and recurring revenue increases. Analyst Commentary Recent Street research on MSA Safety clusters around Q4 results, the updated outlook for organic growth, and the role of recurring revenue in supporting valuation.

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Shared on 14 Feb 26

Fair value Increased 5.73%

MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns

Analysts have raised their average price target on MSA Safety by about $11, reflecting updated views on fair value, growth, margins, and future P/E following recent research. This includes a higher target and a new neutral initiation.

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Shared on 04 Nov 25

Fair value Decreased 2.29%

Analysts have slightly lowered their fair value estimate for MSA Safety to $187.40, down from $191.80. They cite recent results that were above expectations due to backlog conversion and acquisitions.

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Shared on 05 Sep 25

Analysts note that MSA Safety's Q2 outperformance and contributions from the M&C TechGroup acquisition support constructive fundamentals, but maintain a cautious outlook pending more clarity on catalysts like the SCBA replacement cycle, resulting in an unchanged consensus price target of $191.80. Analyst Commentary Q2 results exceeded expectations, driven by stronger backlog conversion.

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Shared on 07 May 25

Fair value Increased 7.75%

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Shared on 30 Apr 25

Fair value Decreased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.62%

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

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Shared on 17 Apr 25

Fair value Decreased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 Mar 25

Fair value Increased 5.42%

AnalystConsensusTarget has decreased revenue growth from 3.9% to 3.0%.

1 view

MSA: Backlog Conversion And Acquisitions Will Drive Upside Amid Margin Caution

MSA: Connected Fire Safety And Capital Returns Will Drive Future Compounding

MSA: NFPA Recovery And Capital Returns Will Support Future Compounding

MSA: NFPA Recovery And Recurring Revenue Will Support Future Compounding

MSA: NFPA Recovery And Recurring Revenue Will Drive Future Upside

MSA: NFPA Recovery And Recurring Revenue Will Support Future Upside

MSA: Recurring Revenue And NFPA Recovery Will Shape Future Returns

MSA: Mid Single Digit Outlook And Recurring Revenue Will Shape Future Returns

MSA: Neutral Research And Modest Assumption Shifts Will Shape Returns

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