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US Policy Tailwinds Will Strengthen Domestic Coal Fundamentals

Published
05 Sep 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
US$23.28
32.7% overvalued intrinsic discount
03 Oct
US$30.89
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1Y
13.9%
7D
-3.5%

Author's Valuation

US$23.2832.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 16%

Peabody Energy's analyst-derived fair value has been raised from $20.05 to $23.28 per share. Analysts cite the company's strengthened earnings outlook and expanding global opportunities as reasons for the upward revision.

Shared on04 Sep 25
Fair value Increased 5.25%

Peabody Energy's consensus price target remains flat at $19.05, as analysts adopt a Neutral stance due to significant uncertainty and risk surrounding the Anglo met coal deal, despite modest improvements elsewhere. Analyst Commentary Analysts cite significant upside or downside risk for Peabody Energy depending on the outcome of the Anglo met coal deal.

Shared on30 Apr 25
Fair value Decreased 9.37%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 8.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 4.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.