Update shared on27 Aug 2025
Fair value Increased 4.55%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.
- Some have updated lithium price assumptions, marking to current stronger spot and futures prices.
- Consensus reflects new price levels as potentially sustainable for a longer period, though opinions diverge on the durability of momentum.
- Bearish analysts maintain a cautious stance, arguing that further price upside hinges on supply cuts in China and flagging SQM’s relative valuation as unattractive.
- Bullish analysts emphasize improving market sentiment, valuation, and the view that the investment story is moving past its trough.
What's in the News
- Company expects third-quarter 2025 sales to be at least 10% higher than the second quarter.
Valuation Changes
Summary of Valuation Changes for Sociedad Química y Minera de Chile
- The Consensus Analyst Price Target has risen slightly from $48.52 to $50.72.
- The Consensus Revenue Growth forecasts for Sociedad Química y Minera de Chile has significantly risen from 11.8% per annum to 15.2% per annum.
- The Net Profit Margin for Sociedad Química y Minera de Chile has risen from 27.45% to 28.94%.
Disclaimer
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