Update shared on 13 Nov 2025
Fair value Increased 3.64%Analysts have raised their price target for DHT Holdings from $14.67 to $15.20, citing a promising setup for the winter tanker market and improved revenue growth expectations.
Analyst Commentary
Bullish Takeaways
- Bullish analysts point to a favorable winter tanker market, which has historically supported higher rates and improved revenue for DHT Holdings.
- The revised price target reflects steady optimism about the company’s ability to execute in an environment of rising demand.
- Improved fundamentals and outperformance in previous quarters have strengthened confidence in DHT Holdings’ growth trajectory.
- A resilient operational strategy and a robust fleet position the company to capitalize on potential market tailwinds and deliver shareholder value.
Bearish Takeaways
- Bearish analysts remain cautious about volatility in tanker rates, which may pressure revenue if market momentum slows.
- Execution risks related to fleet management and operational costs could impact margin performance and temper near-term expectations.
- Uncertainty in global demand and potential supply-side shifts could weigh on the company’s ability to consistently outperform valuation targets.
Valuation Changes
- Consensus Analyst Price Target has increased from $14.67 to $15.20. This reflects a slight upward revision in fair value estimates.
- Discount Rate has edged higher from 6.88% to 6.96%. This indicates a marginally higher risk assessment by analysts.
- Revenue Growth expectations have shifted from a decline of -2.70% to positive growth of 0.89%. This shows a notable improvement in projections.
- Net Profit Margin has decreased from 58.78% to 52.40%. This signals a moderate contraction in expected profitability.
- Future P/E ratio has risen from 9.37x to 10.14x. This suggests an increase in the company’s forward valuation multiple.
Disclaimer
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