Update shared on 21 Nov 2025
Fair value Decreased 1.51%Analysts have slightly reduced their price target for Ball, lowering it from $61 to $60. This change reflects updated financial forecasts and a slightly less optimistic profit outlook.
Analyst Commentary
Bullish Takeaways- Bullish analysts continue to see potential for stable long-term earnings, noting Ball's positioning in essential packaging markets.
- They highlight the company's efforts to manage costs and optimize operations, which could support improved margins over time.
- Some see Ball's diversified customer base as providing resilience against sector-specific downturns and helping to stabilize revenue.
- Ball's ongoing commitment to sustainability and recyclable packaging is viewed as a positive driver for future growth and customer retention.
- Bearish analysts express caution about slower growth in key end markets, which could limit near-term revenue expansion.
- Concerns remain regarding persistent input cost pressures that may weigh on profitability in the upcoming quarters.
- There is skepticism about the pace and effectiveness of Ball's margin improvement initiatives, given ongoing industry headwinds.
- The recent lowering of the price target reflects tempered expectations about the speed of Ball's financial recovery and execution on strategic goals.
What's in the News
- Ronald J. Lewis has been appointed as Chief Executive Officer, while Daniel Rabbitt has been named as Chief Financial Officer. Both appointments are effective November 10, 2025. Daniel W. Fisher departs as CEO and Chairman. His departure was not due to a disagreement and is treated as a termination without cause (Key Developments).
- Ball Corporation reaffirmed its full-year 2025 earnings guidance and maintains a comparable diluted earnings per share growth outlook of 12% to 15% (Key Developments).
- Ball, together with Alcoa and Unilever, introduced the first use of ELYSIS® carbon-free smelting technology in consumer packaging. This initiative produced aerosol cans from one of the lowest-carbon aluminum blends available (Key Developments).
- From July to September 2025, Ball completed the repurchase of 2,455,280 shares for $129.99 million. This brings the total shares repurchased since January 2025 to 5.79% of outstanding shares (Key Developments).
Valuation Changes
- Fair Value Estimate: Decreased slightly from $61.23 to $60.31.
- Discount Rate: Increased modestly from 7.39% to 7.58%.
- Revenue Growth: Projected to rise slightly from 4.36% to 4.48%.
- Net Profit Margin: Edged down marginally from 7.83% to 7.80%.
- Future P/E Ratio: Expected to climb from 14.64x to 15.10x.
Disclaimer
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