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AXTA: Future EV Demand Will Drive Upside Despite Macro Pressure

Published
27 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-27.5%
7D
1.8%

Author's Valuation

US$36.3920.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 0.61%

Analysts have modestly reduced their price targets for Axalta Coating Systems, with the average fair value moving from $36.17 to $36.39. This reflects increased caution amid more challenging macro conditions and inconsistent end-market trends.

Shared on 17 Oct 25

Fair value Decreased 1.06%

Axalta Coating Systems' analyst price target has decreased modestly, dropping from approximately $36.56 to $36.17. Analysts cite persistent macroeconomic headwinds and uneven industrial demand as factors impacting near-term growth expectations.

Shared on 03 Oct 25

Fair value Decreased 2.37%

Axalta Coating Systems’ average analyst price target has been revised downward from approximately $37.44 to $36.56. Analysts cite increasing headwinds in the repair and refinish sector and expectations for moderated growth ahead.

Shared on 07 May 25

Fair value Decreased 8.11%

Shared on 30 Apr 25

Fair value Decreased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 4.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 11%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.9% and increased future PE multiple from 16.5x to 18.8x.