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.
What's in the News
- Reiterated second half 2025 revenue guidance, calling for low single digit growth, with full year 2025 revenue expected between $2.52 billion and $2.54 billion on a reported basis (company guidance).
- Projected fourth quarter 2025 revenue of approximately $448 million, implying high single digit growth versus the comparable 2023 period and reflecting the cadence of the product launch cycle (company guidance).
- Repurchased 953,406 shares, or 1.63% of shares outstanding, for $62.51 million between July 1 and September 30, 2025, as part of an ongoing share buyback (company disclosure).
- Completed a multi year repurchase program initially announced on June 12, 2018, retiring a total of 18,878,890 shares, or 28.34% of shares outstanding, for $985.25 million (company disclosure).
Valuation Changes
- Fair Value Estimate: Unchanged at approximately $79 per share, indicating no material revision to the intrinsic value assessment.
- Discount Rate: Risen slightly from about 7.45% to 7.50%, reflecting a modest increase in the required return assumption.
- Revenue Growth: Increased slightly from roughly 2.63% to 2.65% annually, signaling a marginally more optimistic long term growth outlook.
- Net Profit Margin: Risen slightly from about 8.07% to 8.09%, implying a modest improvement in expected long term profitability.
- Future P/E: Edged down slightly from about 24.40x to 24.38x, suggesting a minimal reduction in the valuation multiple applied to future earnings.
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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.