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OI: Share Repurchases Will Support Stronger Margins And Future Upside Potential

Rising Global Demand And MAGMA Will Reshape Glass Packaging

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OI
AnalystHighTarget
Not Invested
Published 03 Sep 2025

Update shared on 12 Dec 2025

Fair value Decreased 9.52%
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AnalystHighTarget's Fair Value
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1Y
40.0%
7D
10.5%

Analysts have trimmed their price target on O-I Glass by 2 dollars to 19 dollars, reflecting a modestly lower fair value. Slightly stronger revenue growth and improved margin expectations are partly offset by a reduced future valuation multiple.

What's in the News

  • Completed share repurchase of 4,215,060 shares, or 2.73 percent of outstanding stock, for a total of 49.91 million dollars under the May 15, 2024 buyback program (company filing)
  • During the latest tranche from July 1, 2025 to September 30, 2025, the company repurchased 647,000 shares, representing 0.42 percent of shares outstanding, for 9.98 million dollars (company filing)

Valuation Changes

  • Fair Value: lowered modestly from 21 dollars to 19 dollars per share. This indicates a slightly reduced intrinsic value estimate.
  • Discount Rate: decreased slightly from 10.49 percent to 10.15 percent. This reflects a marginally lower perceived risk profile.
  • Revenue Growth: nudged higher from approximately 2.22 percent to 2.31 percent. This signals a small upward revision in long term top line expectations.
  • Net Profit Margin: raised meaningfully from about 7.39 percent to 9.00 percent. This points to improved profitability assumptions.
  • Future P/E: cut significantly from 8.41x to 6.21x. This reduces the valuation multiple applied to projected earnings.

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