Analyst Commentary Highlights Renewed Optimism for PPL Amid Upgraded Price Targets and Growth Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

04 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

5.3%

7D

0.4%

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1Y

5.3%

7D

0.4%

You can edit this narrative until Dec 5 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$40.4716.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Decreased 0.33%

PPL: Future Returns Will Be Driven By Expanding Data Center Demand

The Analyst Price Target for PPL has been trimmed slightly, falling by about $0.13 per share, as analysts fine tune their assumptions in response to recent utilities sector underperformance and evolving views on regulated and diversified utility valuations. Analyst Commentary Recent Street research on PPL reflects a generally constructive stance, with price targets being fine tuned in response to sector performance and evolving expectations for regulated and diversified utilities.

Shared on 19 Nov 25

PPL: Future Share Gains Will Be Driven By Expanding Data Center Demand

Analysts have increased their price target on PPL Corp. by $3 to $41, citing optimism for the utilities sector and expectations for continued outperformance because of sector growth trends and positive data center pipeline commentary.

Shared on 05 Nov 25

Fair value Increased 1.70%

PPL: Future Utility Demand Will Be Driven By Expanding Data Center Pipelines

Analysts have raised the price target for PPL Corp. from $39.92 to $40.60, citing improved revenue growth forecasts and continued strength in the utilities sector.

Shared on 22 Oct 25

Fair value Increased 3.59%

Analysts have increased their price target for PPL to $39.92 from $38.54, citing expectations of improving revenue growth as well as stronger long-term opportunities in renewables and nuclear energy. Analyst Commentary Recent Street research has highlighted both positive and cautious perspectives regarding PPL's valuation, strategic direction, and sector outlook.

Shared on 08 Oct 25

Fair value Increased 0.60%

Analysts have modestly increased their fair value estimate for PPL Corp., raising the price target by $0.23 to $38.54. They cite updates to sector outlooks and continued optimism around utilities’ performance and growth prospects.

Shared on 07 May 25

Fair value Increased 2.18%

Shared on 30 Apr 25

Fair value Decreased 0.053%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has decreased revenue growth from 2.9% to 2.2%.

Shared on 02 Apr 25

Fair value Increased 2.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$40.47

16.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.85%

Electric Utilities revenue growth rate

0.16%

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

7.17%

Calculation

US$1.77b

Earnings '28

x

20.93x

PE Ratio '28

=

US$36.98b

Market Cap '28

US$36.98b

Market Cap '28

/

744.09m

No. shares '28

=

US$49.70

Share Price '28

US$49.70 Share Price '28

Discounted to 2025 @ 7.10% p.a.

=

US$40.46

Fair Value '25