AVTR: Activist Pressure And Business Overhaul Will Drive Share Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Aug 24

Updated

14 Dec 25

Views

152

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-49.0%

7D

5.4%

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1Y

-49.0%

7D

5.4%

You can edit this narrative until Dec 15 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$13.6417.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

AVTR: Share Repurchases Will Drive Upside As Turnaround Visibility Improves

Analysts have modestly lowered their price targets on Avantor by a few dollars per share, generally to the low to mid teens in dollar terms. They cite reduced guidance, weaker quarters and limited visibility around the company’s turnaround and strategic review.

Shared on 28 Nov 25

AVTR: Share Repurchase Initiative And Execution Will Shape Recovery Prospects Ahead

Analysts have lowered their price target for Avantor from $14 to $12 per share, citing a weak quarter, reduced guidance, and ongoing execution risks as primary concerns behind the updated outlook. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets ahead of quarterly results, reflecting improved confidence in Avantor’s long-term positioning despite current volatility.

Shared on 14 Nov 25

Fair value Decreased 1.14%

AVTR: Share Repurchase And Execution Will Define Turnaround Prospects In 2025

Avantor’s analyst price target has decreased from $13.80 to $13.64. Analysts cite reduced company guidance, execution risks, and ongoing uncertainty surrounding its earnings outlook as key factors driving the revision.

Shared on 31 Oct 25

Fair value Decreased 4.17%

Avantor’s analyst price target has been reduced from $14.40 to $13.80 per share, as analysts cite ongoing operational headwinds and limited near-term earnings visibility following recent downgrades and mixed guidance. Analyst Commentary Recent analyst notes on Avantor capture a divided outlook, reflecting both positive updates from some firms and notable caution from others as the company contends with ongoing operational challenges.

Shared on 16 Oct 25

Fair value Increased 2.00%

Analysts have modestly increased their price target for Avantor, raising it by $0.28 to $14.40. They cite revised expectations for end market recovery and alignment with company outlooks.

Shared on 04 Aug 25

Fair value Decreased 18%

The consensus analyst price target for Avantor has been significantly reduced, primarily due to notable declines in both revenue growth forecasts and net profit margin expectations, resulting in a new fair value estimate of $14.12. What's in the News Emmanuel Ligner appointed President and CEO, succeeding Michael Stubblefield; Ligner brings extensive life sciences leadership experience from GE Life Sciences, Cytiva, and Cerba HealthCare.

Shared on 07 May 25

Fair value Increased 1.10%

Shared on 30 Apr 25

Fair value Decreased 23%

AnalystConsensusTarget has increased revenue growth from 2.5% to 3.0% and decreased profit margin from 9.6% to 8.0%.

Shared on 23 Apr 25

Fair value Decreased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 29%

Shared on 02 Apr 25

Fair value Decreased 1.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 43%

AnalystConsensusTarget has decreased revenue growth from 2.9% to 2.4%.

AnalystConsensusTarget Fair Value

US$13.64

17.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.94%

Life Sciences revenue growth rate

0.26%

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

8.87%

Calculation

US$885.11m

Earnings '28

x

13.61x

PE Ratio '28

=

US$12.05b

Market Cap '28

US$12.05b

Market Cap '28

/

684.56m

No. shares '28

=

US$17.60

Share Price '28

US$17.60 Share Price '28

Discounted to 2025 @ 8.88% p.a.

=

US$13.63

Fair Value '25