Data Center Demand And Reshoring Will Expand Domestic Marine Markets

AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Published
28 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$120.60
17.4% undervalued intrinsic discount
07 Aug
US$99.62
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1Y
-14.6%
7D
4.3%

Author's Valuation

US$120.6

17.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 7.94%

Despite increased inland barge activity and strong operational momentum supporting Kirby's earnings outlook, the consensus analyst price target has been revised down from $131.00 to $120.60. Analyst Commentary Increased inland barge activity driving stronger financial outlook Q2 inland barge volumes up approximately 15% quarter-over-quarter Year-over-year inland barge volumes up 5%, signaling sustained demand growth Robust operational performance supporting higher valuation Continued momentum in core transportation segment accelerating earnings potential What's in the News Kirby is actively seeking acquisition and investment opportunities, emphasizing a balanced approach to capital allocation and long-term value creation.

Shared on07 May 25
Fair value Increased 2.34%

Shared on30 Apr 25
Fair value Decreased 2.27%

AnalystConsensusTarget has decreased profit margin from 13.8% to 11.1%, increased future PE multiple from 16.0x to 19.2x and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.87%

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 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 6.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.