Update shared on05 Sep 2025
Consensus analyst price targets for TELUS International (Cda) have aligned at $4.50 per share following Telus Corporation’s definitive buyout offer—supported by board, special committee, and major shareholder approval—prompting downgrades to Hold/Tender as limited upside remains at the new fair value.
Analyst Commentary
- Price targets have been raised to $4.50 across the board due to the definitive agreement for Telus Corporation to acquire all remaining shares of Telus International at $4.50 per share.
- Bullish analysts cite the high probability of the transaction closing, backed by approval from Telus International’s special committee, board, and largest minority shareholder EQT.
- The proposed buyout price is considered fair value, prompting multiple firms to advise shareholders to tender their shares.
- Broad-based analyst downgrades from Buy/Sector Perform to Hold/Tender reflect the limited remaining upside with shares trading near the proposed acquisition price.
- Unanimous support from directors, major shareholders, and advisors suggests the deal is likely to proceed without material obstacles.
What's in the News
- TELUS Corporation entered into a definitive agreement to acquire all outstanding shares of TELUS International (Cda) Inc. not already owned, for $4.50 per share, with shareholders able to elect cash, TELUS shares, or a combination, subject to proration.
- The proposed acquisition received unanimous recommendation from a special independent board committee and unanimous approval from TELUS International’s Board, with a special shareholders meeting scheduled for Oct 27, 2025, to approve the transaction.
- TELUS Digital Experience opened a Dubai office, marking entry into the Middle East, and expanded its global delivery footprint with a new site in Cape Town, South Africa, and a sixth site in Ahmedabad, India, strengthening capabilities in AI, digital strategy, and multilingual support.
- ShiftMed announced a strategic partnership with TELUS Digital to offer AI-powered workforce management solutions to healthcare systems, leveraging TELUS Digital’s integration expertise to improve operational efficiency.
- TELUS International reaffirmed full-year 2025 guidance, expecting approximately 2% organic revenue growth.
Valuation Changes
Summary of Valuation Changes for TELUS International (Cda)
- The Consensus Analyst Price Target remained effectively unchanged, at $4.52.
- The Discount Rate for TELUS International (Cda) remained effectively unchanged, moving only marginally from 8.59% to 8.60%.
- The Future P/E for TELUS International (Cda) remained effectively unchanged, at 7.95x.
Disclaimer
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