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Wireless Rollout In Africa And Latin America Will Boost Demand

IHS logo
IHS
AnalystConsensusTarget
Not Invested
Published 17 May 2025

Update shared on15 Aug 2025

AnalystConsensusTarget's Fair Value
US$8.96
20.8% undervalued intrinsic discount
15 Aug
US$7.09
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1Y
96.9%
7D
0.7%

Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96.


Analyst Commentary


  • Raised financial guidance after a quarter exceeding Street expectations.
  • Operational streamlining measures addressing prior macroeconomic volatility.
  • Stable to improving carrier spending outlook in key operating regions.
  • Expectation for near-term stock price appreciation following recent results.
  • Price target increased to $6.25 from $5.50 while maintaining a Neutral stance.

What's in the News


  • IHS Holding raised full year 2025 revenue guidance to $1,700 million - $1,730 million from previous $1,680 million - $1,710 million.
  • The company reiterated 2025 guidance, expecting organic revenue year-over-year growth of approximately 12% at the midpoint.
  • Reported impairment of property, plant and equipment, and intangibles (excluding goodwill) of $2 million for the quarter ended March 31, down from $3.1 million a year ago.

Valuation Changes


Summary of Valuation Changes for IHS Holding

  • The Consensus Analyst Price Target remained effectively unchanged, at $8.96.
  • The Consensus Revenue Growth forecasts for IHS Holding remained effectively unchanged, at 4.1% per annum.
  • The Future P/E for IHS Holding remained effectively unchanged, at 14.97x.

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.