Update shared on29 Jul 2025
Fair value Increased 20%The strong upward revision in UL Solutions’ analyst price target reflects improved market optimism driven by higher forecast earnings multiples and a slight improvement in revenue growth expectations, raising fair value from $59.60 to $70.60.
What's in the News
- UL Solutions is partnering with Fujitsu to help Japanese firms comply with new climate reporting standards, leveraging ULTRUS ESG software, as Japan aligns with global disclosure trends.
- Recent ULTRUS software advancements address PFAS regulation, Scope 3 emissions data, wind farm siting (with AI features), and ISSB-aligned ESG reporting, while enhanced WERCSmart and LearnShare offerings improve product safety and training automation.
- The company launched a new certification program for battery containment enclosures and micromobility charging equipment to address lithium-ion battery safety concerns, receiving support from fire safety authorities.
- New testing and certification services for immersion cooling fluids for data centers were introduced, helping address overheating and fire risks as data center electricity usage rises globally.
- UL Solutions expanded its HVAC testing facility in Italy and opened a new advanced battery testing laboratory in Germany, enhancing its European capabilities in response to increasing demand for sustainable technologies and battery safety testing.
Valuation Changes
Summary of Valuation Changes for UL Solutions
- The Consensus Analyst Price Target has significantly risen from $59.60 to $70.60.
- The Future P/E for UL Solutions has significantly risen from 32.33x to 37.72x.
- The Consensus Revenue Growth forecasts for UL Solutions has risen slightly from 6.1% per annum to 6.4% per annum.
Disclaimer
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