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AMCR: Cost Synergies From Berry Deal Will Drive Medium-Term Upside

Published
21 Aug 24
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-15.7%
7D
4.4%

Author's Valuation

US$10.4317.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Amcor's analyst price target has been revised downward from $11.10 to $10, as analysts cite ongoing volume pressures, debt concerns, and cautious optimism about prospective cost synergies from the Berry Global acquisition. Analyst Commentary Recent street research offers a mixed outlook on Amcor in light of the company’s ongoing strategic moves, shifting market conditions, and the planned Berry Global acquisition.

Shared on 20 Oct 25

Fair value Decreased 1.57%

Amcor's analyst price target has been revised downward from $10.59 to $10.43, a change of $0.16 per share. Analysts are weighing ongoing volume pressures, debt concerns, and evolving synergy expectations from the Berry Global acquisition.

Shared on 05 Oct 25

Fair value Decreased 1.91%

Analysts have revised Amcor's price target downward from $10.80 to $10.59, citing persistent headwinds in packaging volumes and debt concerns. However, expectations for synergy realization from recent acquisitions continue to support the company's long-term value outlook.

Shared on 20 Sep 25

Fair value Decreased 1.01%

Amcor’s consensus price target edged down from $10.91 to $10.80 as analysts balanced optimism over Berry Global synergies and free cash flow improvements against persistent integration concerns and weak demand volumes. Analyst Commentary Anticipated cost synergies and free cash flow improvements stemming from the Berry Global acquisition are seen as significant positives for medium-term growth.

Shared on 02 Sep 25

Fair value Decreased 1.18%

Amcor’s consensus price target was lowered to $10.79 due to analyst concerns over ongoing volume weakness and lowered revenue expectations, though some see improved valuation upside, reflecting a mixed market outlook. Analyst Commentary Bearish analysts point to continued volume weakness as a primary drag on Amcor’s near-term outlook.

Shared on 07 May 25

Fair value Decreased 2.39%

Shared on 30 Apr 25

Fair value Increased 1.80%

AnalystConsensusTarget has decreased revenue growth from 7.5% to 2.3% and increased future PE multiple from 14.9x to 18.6x.

Shared on 23 Apr 25

Fair value Decreased 1.16%

AnalystConsensusTarget has increased revenue growth from 2.3% to 7.5% and decreased future PE multiple from 18.4x to 14.9x.

Shared on 16 Apr 25

Fair value Decreased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.50%

AnalystConsensusTarget has decreased revenue growth from 2.5% to 2.3%.