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Update shared on23 Sep 2025

Fair value Decreased 12%
AnalystConsensusTarget's Fair Value
US$6.75
41.0% undervalued intrinsic discount
23 Sep
US$3.98
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1Y
-31.5%
7D
-1.0%

Analysts have lowered their price target for Unisys to $6.75 as they await clearer evidence of execution despite stable revenues and positive early growth indicators, balanced against the expectation that margin expansion and removal of pension plan liabilities could improve sentiment longer term.


Analyst Commentary


  • Revenues appear stable, with accelerating bookings and new logo wins signaling potential for future growth.
  • Bullish analysts anticipate margin expansion and ongoing operational improvements as cyclical pressures subside.
  • The elimination of the U.S. pension plan within five years is expected to remove a significant overhang on the shares.
  • Bearish analysts prefer to wait for a more sustained period of execution before upgrading their outlook.
  • Growth acceleration in 2026 is possible, but visibility remains limited until continued performance is demonstrated.

What's in the News


  • Unisys partnered with Appspace to enhance its Sustainable Workplace solution, aiming to improve employee experience, operational efficiency, and environmental impact through intelligent space management and real-time workplace data.
  • The company lowered its full-year 2025 revenue growth guidance to a range of (1.0)% to 1.0%, down from the previous range of 0.5% to 2.5%.
  • The Board of Directors approved amendments to the company's bylaws, clarifying board and officer roles, director number, and executive compensation authority.
  • Unisys was added to several Russell growth indices, including the Russell 2000, 2500, 3000, Microcap, and Small Cap Comp Growth benchmarks.

Valuation Changes


Summary of Valuation Changes for Unisys

  • The Consensus Analyst Price Target has significantly fallen from $7.67 to $6.75.
  • The Consensus Revenue Growth forecasts for Unisys has significantly risen from 3.1% per annum to 3.8% per annum.
  • The Future P/E for Unisys has significantly fallen from 6.11x to 5.28x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.