Update shared on02 Sep 2025
Fair value Decreased 2.27%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.
- Some analysts have updated financial models post-earnings to reflect lower revenue expectations.
- Bullish analysts see improved risk/reward at current valuation levels, prompting upgrades.
- Upward price target revisions from bullish analysts reflect rising confidence in the company’s medium-term growth potential.
- Market consensus remains mixed, with valuation re-ratings split between cautious volume outlooks and optimism about longer-term rebounds.
What's in the News
- Amcor is considering the sale of its underperforming North American beverage container business, following operational challenges and service issues post-Berry Global Group acquisition.
- The company has reorganized its North American rigid packaging into a dedicated beverage business unit with new management and is combining specialty containers with Berry's legacy business.
- Amcor has identified $2.5 billion in annual sales from non-core business segments that may be restructured, divested, or subject to joint ventures or partnerships.
- Amcor has been added to the Russell 1000 Defensive Index and the Russell 1000 Value-Defensive Index.
- The company launched a recyclable, bespoke three-compartment ready meal tray for Cofigeo in France and proved its AmFiber™ Performance Paper recyclable in Brazil’s mixed-paper stream, furthering sustainability initiatives.
Valuation Changes
Summary of Valuation Changes for Amcor
- The Consensus Analyst Price Target has fallen slightly from $11.04 to $10.79.
- The Future P/E for Amcor has fallen slightly from 23.40x to 22.26x.
- The Net Profit Margin for Amcor has risen slightly from 6.78% to 6.97%.
Disclaimer
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