Kimball Electronics

Indianapolis Facility Expansion Will Affect Share Repurchases and Fiscal Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Sep 24

Updated

05 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

60.3%

7D

2.8%

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1Y

60.3%

7D

2.8%

You can edit this narrative until Dec 6 11:05 PM. Then, changes will post as Updates.

Author's Valuation

US$338.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

KE: Share Repurchases Will Drive Future Returns Despite Modest Margin Improvements

Analysts have modestly raised their price target on Kimball Electronics to $33.00, reflecting slightly improved profit margin expectations, even as revenue growth assumptions remain essentially unchanged. What's in the News Reiterated fiscal 2026 net sales guidance in the range of $1.35 billion to $1.45 billion, signaling confidence in the demand pipeline and operational execution (company guidance) Updated share repurchase activity shows 49,202 shares bought in the latest tranche for $1.48 million, bringing total buybacks since 2015 to 6,654,873 shares, or roughly 25% of shares outstanding, for $105.18 million (company filing) Valuation Changes Fair Value Estimate: Unchanged at $33.00 per share, indicating no revision to the intrinsic value assessment.

Shared on 21 Nov 25

Fair value Increased 7.32%

KE: Net Sales Guidance And Share Buybacks Will Drive Future Performance

Analysts have raised their price target for Kimball Electronics from $30.75 to $33.00. They cite an improved profit margin outlook and a moderating decline in revenue growth as key factors in the upward revision.

Shared on 07 Nov 25

Fair value Increased 3.36%

KE: Net Sales Guidance And Share Buybacks Will Shape Outlook

Kimball Electronics' analyst price target has been raised by $1.00 to $30.75, as analysts cite updated forecasts and changes in market dynamics in their revised valuation. What's in the News Kimball Electronics reaffirmed its earnings guidance for fiscal year 2026 and projects net sales between $1,350 million and $1,450 million (Key Developments).

Shared on 24 Oct 25

Narrative Update: Analyst Price Target Revision for Kimball Electronics Analysts have reaffirmed their price target for Kimball Electronics at $29.75. They cite stable expectations for the company’s valuation, with minimal changes in underlying financial projections.

Shared on 09 Oct 25

Fair value Increased 6.73%

Narrative Update on Kimball Electronics Price Target Analysts have raised their price target for Kimball Electronics from $27.88 to $29.75. This reflects a modest positive adjustment based on updated valuation inputs and expectations for the company's performance.

Shared on 08 Aug 25

Fair value Increased 41%

The notable upward revision in Kimball Electronics’ consensus analyst price target primarily reflects a substantial increase in the company’s future P/E multiple, raising fair value from $19.75 to $22.00. Valuation Changes Summary of Valuation Changes for Kimball Electronics The Consensus Analyst Price Target has significantly risen from $19.75 to $22.00.

Shared on 01 May 25

Fair value Decreased 2.08%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

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 2.47%

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 4.71%

AnalystConsensusTarget has increased revenue growth from -5.5% to -9.0%, increased profit margin from 4.4% to 5.3% and decreased future PE multiple from 12.9x to 9.9x.

AnalystConsensusTarget Fair Value

US$33

8.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-0.07%

Electronic Equipment and Components revenue growth rate

0.47%

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

8.97%

Calculation

US$41.27m

Earnings '28

x

23.81x

PE Ratio '28

=

US$982.53m

Market Cap '28

US$982.53m

Market Cap '28

/

23.70m

No. shares '28

=

US$41.46

Share Price '28

US$41.46 Share Price '28

Discounted to 2025 @ 8.99% p.a.

=

US$32.02

Fair Value '25