Commodity Volatility Will Test Subsea Efforts But Backlog Will Stabilize

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

02 Mar 26

Views

29

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

128.3%

7D

9.1%

Loading

1Y

128.3%

7D

9.1%

You can edit this narrative until Mar 3 1:10 PM. Then, changes will post as Updates.

Author's Valuation

US$41.3772.1% overvalued

AnalystLowTarget Fair Value

Shared on 02 Mar 26

Fair value Increased 9.65%

FTI: Rising Subsea Margin Hurdles Will Challenge Already Elevated Share Price

We are lifting our TechnipFMC fair value estimate to $41.37 from $37.73 as analysts point to higher long run revenue growth assumptions and stronger Subsea margin potential, which is reflected in rising Street price targets across multiple firms. Analyst Commentary Street research on TechnipFMC has been active, with many firms revisiting their models after recent results and updated 2026 guidance.

5 views

Shared on 16 Dec 25

Fair value Increased 26%

FTI: Subsea Margin Ambitions Will Struggle To Justify Elevated Share Price

We are raising our fair value estimate for TechnipFMC from $30.00 to approximately $37.73 per share, reflecting analysts' higher price targets and greater confidence in the company's ability to convert robust EBITDA into free cash flow and expand subsea margins above prior expectations. Analyst Commentary Recent Street research has turned increasingly constructive on TechnipFMC, with multiple firms lifting price targets into the high 40s and low 50s and reiterating positive ratings.

9 views

Shared on 07 May 25

Fair value Decreased 0.033%

0 views

Shared on 30 Apr 25

Fair value Increased 8.68%

AnalystLowTarget has decreased revenue growth from 4.3% to 3.6%.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$41.37

72.1% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

5.19%

Historical revenue growth rate

10.19%

Energy Services revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.64%

Calculation

US$1.19b

Earnings '29

x

14.97x

PE Ratio '29

=

US$17.89b

Market Cap '29

US$17.89b

Market Cap '29

/

347.60m

No. shares '29

=

US$51.47

Share Price '29

US$51.47 Share Price '29

Discounted to 2026 @ 7.62% p.a.

=

US$41.30

Fair Value '26