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CNR: Leadership Change And Buybacks Will Support Strong Future Upside

Analysts Lift Core Natural Resources Price Target on Higher Margins and Recent Buyback Activity

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CNR
AnalystConsensusTarget
Not Invested
Published 19 Jan 2025

Update shared on 10 Dec 2025

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-27.0%
7D
2.1%

Analysts have raised their price target on Core Natural Resources to $113.00 per share, a modest upward revision supported by steady assumptions for revenue growth, profit margins, and valuation multiples.

What's in the News

  • Issued fiscal 2025 sales volume guidance of 83.4 million to 87.8 million tons, signaling confidence in sustained demand and operational capacity (company guidance)
  • Updated share repurchase activity, buying back 270,834 shares from July 1, 2025 to November 6, 2025 for $19.44 million and completing 5.31% of shares repurchased for $202.59 million under the February 20, 2025 authorization (company filing)
  • Appointed board chair Jimmy Brock as chief executive officer effective October 8, 2025, succeeding departing CEO Paul A. Lang and initiating a managed leadership transition through year end (company announcement)

Valuation Changes

  • Fair Value Estimate: maintained at $113.00 per share, reflecting no change in the analyst-derived intrinsic value.
  • Discount Rate: edged down slightly from 6.96 percent to 6.96 percent, implying a marginally lower required return in the valuation model.
  • Revenue Growth: effectively unchanged at about 10.07 percent annually, indicating steady expectations for top line expansion.
  • Net Profit Margin: stable at roughly 16.19 percent, suggesting no material revisions to long term profitability assumptions.
  • Future P/E: essentially flat at about 7.39x forward earnings, signaling an unchanged view of the company’s valuation multiple.

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