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Lithium Price Shifts And Royalties Will Influence Future Share Performance

Published
23 Aug 24
Updated
11 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
37.5%
7D
10.9%

Author's Valuation

US$52.031.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 11 Nov 25

SQM: Future Performance Will Depend On Lithium Prices And Regulatory Headwinds

Analysts have modestly adjusted the consensus price target for Sociedad Química y Minera de Chile, increasing it by $0. This reflects a balanced view that recognizes the company's continued earnings potential amidst both favorable lithium market dynamics and persistent regulatory headwinds.

Shared on 28 Oct 25

Fair value Increased 2.04%

Analysts have raised their fair value estimate for Sociedad Química y Minera de Chile from $50.99 to $52.03, citing improved lithium price outlooks and continued robust revenue growth potential. However, they caution on the company’s exposure to Chilean royalties.

Shared on 27 Aug 25

Fair value Increased 5.10%

The analyst price target for Sociedad Química y Minera de Chile has been raised as improving lithium market sentiment, upwardly revised price assumptions, and a strong share rally outweighed valuation concerns and caution over Chinese supply risks, resulting in the fair value estimate rising to $50.72. Analyst Commentary Bullish analysts revised price targets upward due to a significant rally in SQM shares, which outpaced increases in spot lithium carbonate prices in China.

Shared on 07 May 25

Fair value Decreased 8.20%

Shared on 30 Apr 25

Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 1.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.06%

AnalystConsensusTarget has increased revenue growth from 13.8% to 15.2%.

Shared on 26 Mar 25

Fair value Increased 8.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.47%

Shared on 10 Mar 25

Fair value Decreased 5.44%

AnalystConsensusTarget has decreased revenue growth from 13.6% to 12.1% and decreased future PE multiple from 11.4x to 10.2x.