Acushnet Holdings

High Valuations Will Fail Against Global Headwinds

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

03 Sep 24

Updated

18 Dec 25

Views

116

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

18.3%

7D

-3.8%

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1Y

18.3%

7D

-3.8%

You can edit this narrative until Dec 19 6:03 PM. Then, changes will post as Updates.

Author's Valuation

US$79.862.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 18 Dec 25

Fair value Increased 1.27%

GOLF: Share Repurchases And Margin Expansion Will Support Balanced Future Returns

Analysts have nudged their price target on Acushnet Holdings higher by approximately $1.00 to reflect slightly stronger expectations for revenue growth, improving profit margins, and a still supportive but modestly lower future earnings multiple. What's in the News Reiterated second half 2025 revenue guidance, calling for low single digit growth versus the prior year, signaling steady but moderated expansion.

Shared on 04 Dec 25

GOLF: Share Repurchases And Margin Stability Will Support Balanced Returns

Narrative Update on Acushnet Holdings Analysts have modestly increased their price target on Acushnet Holdings, citing slightly higher long term revenue growth and profit margin expectations, along with a marginally higher discount rate. Together, these factors support a fair value estimate holding near approximately 79 dollars per share.

Shared on 20 Nov 25

Fair value Increased 1.28%

GOLF: Profit Margin Strength Will Sustain Momentum Despite Softening Revenue Outlook

Analysts have slightly raised their price target for Acushnet Holdings by $1 to $78.86, reflecting a modest improvement in projected profit margin even as expectations for revenue growth have become more restrained. What's in the News Acushnet Holdings Corp.

Shared on 05 Nov 25

Fair value Increased 2.64%

GOLF: Strong Product Demand Will Offset Apparel Headwinds And Maintain Momentum

Analysts have raised their price target for Acushnet Holdings by $2.00. They cite stronger revenue growth, improved profit margins, and positive momentum from recent product launches.

Shared on 27 Aug 25

Fair value Increased 2.31%

Analyst price targets for Acushnet Holdings have risen to $75.86, reflecting strong demand for new T-series irons, resilient performance, and a positive sector outlook, despite ongoing challenges in Korean apparel and FootJoy repositioning. Analyst Commentary Strong initial sell-through trends for the new T-series iron club launch are supporting improved demand outlook.

Shared on 08 May 25

Fair value Increased 8.35%

Shared on 30 Apr 25

Fair value Decreased 2.20%

Shared on 23 Apr 25

Fair value Decreased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 3.80%

AnalystConsensusTarget has decreased future PE multiple from 23.4x to 19.9x.

AnalystConsensusTarget Fair Value

US$79.86

2.6% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.60%

Leisure revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.53%

Calculation

US$240.69m

Earnings '28

x

22.68x

PE Ratio '28

=

US$5.46b

Market Cap '28

US$5.46b

Market Cap '28

/

55.02m

No. shares '28

=

US$99.23

Share Price '28

US$99.23 Share Price '28

Discounted to 2025 @ 7.52% p.a.

=

US$79.83

Fair Value '25