Analysts have raised their price target for TPG from $65 to $69, citing robust fundraising, improved investing activity, and strong fundamentals that are driving earnings potential this quarter.
Analyst Commentary
Bullish Takeaways- Analysts have noted robust fundraising and improving investing activity, with TPG seen as poised for one of the strongest quarters among its asset manager peers.
- Valuation targets continue to see upward adjustments, which reflects optimism about the firm’s earnings momentum and growth outlook.
- Product expansion and effective execution are supporting TPG’s demonstrated strengths across various business lines, especially as they expand their Wealth Management footprint.
- Long-term structural growth opportunities in private wealth, credit, insurance, and capital markets position TPG well for continued expansion and increased shareholder value.
What's in the News
- Blackstone and TPG have revived talks to acquire Hologic, re-engaging the company's board and conducting due diligence on a possible takeover. Shares of Hologic rose following the report. (Bloomberg)
- TPG and Blackstone have renewed their interest in a Hologic buyout. Discussions are ongoing and no deal has been finalized. (Bloomberg)
- TPG is in advanced negotiations to acquire a significant stake in U.K.-based fintech Tide. Existing investors are expected to sell shares, and Tide is likely to be valued at least $1 billion. (Sky News)
Valuation Changes
- The Fair Value Estimate has increased slightly, from $64.82 to $65.54.
- The Discount Rate has risen marginally, moving from 8.30% to 8.36%.
- Revenue Growth remains negative, but the outlook has improved, shifting from -16.47% to -15.95%.
- The Net Profit Margin has declined, moving from 36.53% to 34.96%.
- The Future P/E Ratio has fallen significantly, decreasing from 45.96x to 18.61x.
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