Waymo And Premium Ventures Will Counter Risks And Unlock Gains

AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Published
09 Sep 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$148.00
3.9% overvalued intrinsic discount
06 Aug
US$153.71
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1Y
76.8%
7D
-6.3%

Author's Valuation

US$148.0

3.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 18%

The notable upward revision in Avis Budget Group’s consensus price target is driven by higher future P/E multiples and improved revenue growth forecasts, raising fair value estimates from $125 to $148. What's in the News Avis Budget Group announced a multi-year strategic partnership with Waymo to provide fleet operations for Waymo's autonomous ride-hailing service in Dallas, supporting infrastructure, maintenance, and depot operations, with public launch scheduled for 2026.

Shared on29 Jul 25
Fair value Increased 13%

Avis Budget Group’s consensus price target has increased to $125.00, reflecting notable improvements in profitability (net profit margin up from 3.12% to 8.26%) and a substantially lower future P/E (down from 13.47x to 5.70x), indicating enhanced earnings power and more attractive valuation. What's in the News Avis Budget Group unveiled "Avis First," a premium, concierge-level car rental experience aimed at offering first-class rental services at accessible prices.

Shared on30 Apr 25
Fair value Increased 1.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 4.37%

AnalystConsensusTarget has decreased revenue growth from 1.9% to 1.5% and increased future PE multiple from 7.7x to 12.8x.