Digital Services And New Materials Will Drive Industry Opportunities Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

11 Dec 25

Views

310

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-37.1%

7D

-1.4%

Loading

1Y

-37.1%

7D

-1.4%

You can edit this narrative until Dec 12 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$52.518.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

CE: Digital Platform And Low Carbon Materials Will Support Margin Upside

Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui.

Shared on 27 Nov 25

Fair value Increased 0.24%

CE: Digital Platform Launch Set To Improve Margins Amid Operational Shifts

Analysts have slightly raised their price target for Celanese from $52.38 to $52.50. This change reflects incremental improvements in projected revenue growth and profit margins.

Shared on 13 Nov 25

Fair value Decreased 2.44%

CE: Digital Services Rollout Will Drive Margin Improvement Despite Demand Challenges

Analysts have lowered their fair value estimate for Celanese from $53.69 to $52.38. They cite more conservative assumptions for future revenue growth, despite marginal improvements in profit margin projections.

Shared on 28 Oct 25

Fair value Decreased 1.83%

Analysts have lowered their price target for Celanese by $1 to $53.69, citing softer revenue growth expectations that modestly offset a stable profit margin outlook. What's in the News Celanese plans to cease operations at its acetate tow facility in Lanaken during the second half of 2026, impacting approximately 160 employees as part of a cost structure optimization plan.

Shared on 04 Sep 25

Fair value Decreased 0.46%

Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.

Shared on 07 May 25

Fair value Decreased 4.95%

Shared on 30 Apr 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 7.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.19%

AnalystConsensusTarget has decreased revenue growth from 2.4% to 1.0%, decreased profit margin from 12.0% to 9.1%, increased future PE multiple from 9.2x to 10.2x and increased discount rate from 9.7% to 11.2%.

AnalystConsensusTarget Fair Value

US$52.5

18.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.24%

Chemicals revenue growth rate

0.58%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.50%

Calculation

US$785.17m

Earnings '28

x

10.47x

PE Ratio '28

=

US$8.22b

Market Cap '28

US$8.22b

Market Cap '28

/

110.02m

No. shares '28

=

US$74.73

Share Price '28

US$74.73 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$52.49

Fair Value '25