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Digital And Operational Shifts Will Unlock Global Opportunity

Published
20 Aug 24
Updated
24 Sep 25
AnalystConsensusTarget's Fair Value
US$22.13
28.6% undervalued intrinsic discount
24 Sep
US$15.81
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1Y
-28.7%
7D
-3.7%

Author's Valuation

US$22.1328.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on24 Sep 25
Fair value Decreased 2.06%

Kenvue’s consensus price target was revised downward from $22.60 to $22.13 due to heightened headline risk and legal uncertainties related to acetaminophen litigation, partially offset by views that long-term impact may be limited and current valuation discounts present a potential buying opportunity. Analyst Commentary Increased headline and reputational risks following reports and regulatory scrutiny over a potential link between Tylenol (acetaminophen) use and neurological conditions have led to downward revisions in price targets.

Shared on04 Sep 25
Fair value Decreased 0.88%

With consensus forecasts for both revenue growth (2.6% p.a.) and net profit margin (13.06%) unchanged, Kenvue’s analyst price target remains steady at $22.80. What's in the News Kenvue revised its full-year 2025 guidance, expecting net and organic sales to decline by low-single-digits, with a neutral currency impact.

Shared on07 May 25
Fair value Decreased 5.00%

Shared on30 Apr 25
Fair value Increased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 4.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 2.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.