Antofagasta plc

LSE:ANTO 株式レポート

時価総額：UK£38.8b

Antofagasta 将来の成長

Future 基準チェック /26

Antofagasta利益と収益がそれぞれ年間10%と7.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.4% 10%なると予測されています。

主要情報

10.0%

収益成長率

9.98%

EPS成長率

Metals and Mining 収益成長16.9%
収益成長率7.1%
将来の株主資本利益率16.37%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

分析記事 • Mar 29

Antofagasta plc (LON:ANTO) Full-Year Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for Antofagasta plc ( LON:ANTO ) shareholders, because the company has just released its latest...

Recent updates

ナラティブの更新 • May 15

ANTO: Geopolitical And Sector Risks Will Likely Pressure Copper Upside Potential

Analysts have nudged the fair value estimate for Antofagasta slightly lower to £23.50 from about £23.72, reflecting a modestly higher discount rate and mixed price target revisions, with several recent moves in the £100 to £600 range across the broker community. Analyst Commentary Recent Street research on Antofagasta shows a wide spread of views, with some firms lifting price targets while others turn more cautious.
ナラティブの更新 • Apr 29

ANTO: Mixed Broker Views Will Shape Outlook As Copper Conditions Steer Expectations

Antofagasta's analyst fair value has shifted from £26.26 to £35.00, as analysts factor in revised assumptions on revenue growth, profit margins and discount rates, alongside a mix of recent target changes, including multiple raises from Citi, Morgan Stanley, JPMorgan and others, set against several downgrades and target cuts. Analyst Commentary Recent research on Antofagasta presents a mixed picture, with both bullish and bearish analysts adjusting ratings and price targets in quick succession.
ナラティブの更新 • Apr 14

ANTO: Copper Price Strength Will Support Medium Term Earnings Power

Antofagasta's analyst price target has been revised slightly lower to reflect a modest trim in fair value to £46.99 from £47.82, as analysts balance recent target increases and upgrades with more cautious moves around discount rates, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Antofagasta shows a mix of raised and trimmed price targets, alongside both upgrades and downgrades.
ナラティブの更新 • Mar 31

ANTO: Copper Upswing And Centinela Expansion Will Support Medium Term Earnings Power

Antofagasta's analyst fair value estimate has shifted from £40.28 to £47.82, as analysts balance higher assumed revenue growth with lower profit margins and a mixed series of recent target changes and rating moves across the Street. Analyst Commentary Recent research on Antofagasta shows a mix of upgrades, downgrades and price target resets, with views split on valuation, risk and execution.
分析記事 • Mar 29

Antofagasta plc (LON:ANTO) Full-Year Results: Here's What Analysts Are Forecasting For This Year

It's been a good week for Antofagasta plc ( LON:ANTO ) shareholders, because the company has just released its latest...
ナラティブの更新 • Mar 17

ANTO: Copper Optimism Will Likely Underestimate Geopolitical And Project Execution Risks

Antofagasta's analyst fair value estimate has edged up from £23.49 to £23.72, as analysts weigh higher revenue growth assumptions, a slightly lower profit margin outlook, and a higher discount rate against a mixed set of recent price target changes that reflect both upgraded and downgraded views on the shares. Analyst Commentary Recent Street research on Antofagasta shows a split in opinion, with upbeat price target moves and upgrades offset by a cluster of downgrades and more conservative assumptions on copper and iron ore.
ナラティブの更新 • Mar 02

ANTO: High Copper Optimism Will Likely Outrun Centinela Execution And Delivery Risks

Narrative update The analyst price target for Antofagasta has been lifted by £0.49 to £23.49. Analysts point to recalibrated fair value assumptions, a higher future P/E multiple, and updated expectations for revenue growth and profit margins as key drivers of the change.
ナラティブの更新 • Feb 16

ANTO: Elevated Copper Hopes Will Likely Struggle Against Centinela Execution Risks

The analyst fair value estimate for Antofagasta has been raised from £21.04 to £23.00. Analysts cite updated assumptions around revenue growth, profitability, and a slightly higher discount rate, along with recent upward and downward revisions to Street price targets.
ナラティブの更新 • Feb 02

ANTO: Project Execution Risks Likely To Challenge Rich Copper Earnings Expectations

The analyst price target for Antofagasta has been lifted to a new fair value estimate of £21.04 from £18.96 as analysts factor in higher assumed revenue growth, stronger profit margins, and a lower future P/E multiple supported by recent target hikes and rating changes across major banks. Analyst Commentary Recent Street research on Antofagasta points to a mix of optimism on growth projects and caution on how much of that potential is already reflected in the share price.
ナラティブの更新 • Jan 19

ANTO: Copper Upswing And Project Delivery Will Support Medium Term Earnings Power

The analyst fair value estimate for Antofagasta has been raised from £35.03 to £40.28, reflecting updated assumptions on margins, growth and future P/E as analysts respond to recent price target changes across the Street. Analyst Commentary Street research on Antofagasta shows a wide range of opinions, but the most optimistic voices are highlighting potential upside tied to project execution and revised valuation assumptions.
分析記事 • Jan 19

Antofagasta plc's (LON:ANTO) Business Is Yet to Catch Up With Its Share Price

With a price-to-earnings (or "P/E") ratio of 43x Antofagasta plc ( LON:ANTO ) may be sending very bearish signals at...
ナラティブの更新 • Jan 05

ANTO: Future Copper Output Guidance Will Test Rich Earnings Expectations

The analyst fair value estimate for Antofagasta has been raised from £13.72 to £18.96 as analysts factor in updated Street price targets in the £2,400 to £3,500 range, paired with assumptions for higher revenue, stronger profit margins and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Antofagasta shows a wide range of price targets, from £24.00 to £35.00 per share, with different views on how much upside is left after the stock's recent re-rating.
分析記事 • Dec 24

Antofagasta plc's (LON:ANTO) Intrinsic Value Is Potentially 95% Above Its Share Price

Key Insights Antofagasta's estimated fair value is UK£63.22 based on 2 Stage Free Cash Flow to Equity Antofagasta's...
ナラティブの更新 • Dec 16

ANTO: Copper Cycle Upswing Will Support Medium Term Earnings Power

The analyst price target for Antofagasta has been lifted from about $25.09 to roughly $35.03 as analysts factor in higher forecast revenue growth, improved profit margins, and a richer future earnings multiple, supported by a series of upward target revisions from major brokers, despite some valuation driven downgrades. Analyst Commentary Recent Street research on Antofagasta reflects a broadly constructive stance, with several bullish analysts lifting price targets meaningfully as they reassess the company’s earnings power and leverage to the copper cycle.
分析記事 • Dec 04

Antofagasta (LON:ANTO) Is Experiencing Growth In Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 • Dec 02

ANTO: Fluctuating Broker Views Will Shape Outlook As Production Guidance Is Watched

Antofagasta’s analyst price target has risen slightly from £25.84 to £26.26. This change reflects analysts’ improved confidence following recent upward revisions in Street research and ongoing strength in profit margins.
ナラティブの更新 • Nov 18

ANTO: Future Copper Output And Earnings Momentum Will Be Closely Watched

Antofagasta's analyst price target has been revised downward from £24.79 to £25.84 per share. This change reflects a more cautious outlook from analysts amid recent reductions in growth and profitability expectations.
ナラティブの更新 • Nov 03

ANTO: Share Price Strength Will Face Pressure From Overextended Valuation This Year

Antofagasta's analyst price target has recently been lowered by a moderate margin, with new targets ranging from £24.00 to £34.00. Analysts cite updated valuation assumptions and evolving expectations for profit margins and growth rates.
ナラティブの更新 • Oct 20

Copper Expansion And Water Efficiency Will Secure Future Production

Antofagasta's analyst fair value target has increased from £21.55 to £24.71. This change reflects analysts' improved outlook on revenue growth and profitability, as supported by recent upward price target revisions despite some valuation concerns.
ナラティブの更新 • Oct 05

Copper Expansion And Water Efficiency Will Secure Future Production

Antofagasta’s analyst price target has increased by approximately £0.98. Analysts point to strengthened profit margins and higher expected revenue growth, despite concerns over valuation.
分析記事 • Sep 30

Subdued Growth No Barrier To Antofagasta plc (LON:ANTO) With Shares Advancing 31%

Antofagasta plc ( LON:ANTO ) shares have continued their recent momentum with a 31% gain in the last month alone. The...
分析記事 • Sep 26

Is Antofagasta (LON:ANTO) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 • Sep 20

Copper Expansion And Water Efficiency Will Secure Future Production

Analysts have modestly raised Antofagasta’s price target to £20.57, citing stronger copper price forecasts, resilient operational performance, and easing input cost pressures, though some caution remains following recent share price gains. Analyst Commentary Bullish analysts are responding to stronger copper price forecasts and anticipated demand growth driven by ongoing electrification and green energy trends.
分析記事 • Sep 05

Antofagasta (LON:ANTO) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 • Aug 27

Centinela Second Concentrator Will Increase Future Copper Output Amid Rising Global Demand

Analysts have raised Antofagasta’s price target to £20.36, citing higher copper price forecasts, confidence in production growth and cost control, and sector tailwinds, though some caution remains due to commodity volatility. Analyst Commentary Bullish analysts cite improving copper price forecasts driven by robust global demand and supply constraints as a key reason for upward price target revisions.
分析記事 • Jul 22

Antofagasta plc's (LON:ANTO) Popularity With Investors Is Under Threat From Overpricing

With a price-to-earnings (or "P/E") ratio of 31.4x Antofagasta plc ( LON:ANTO ) may be sending very bearish signals at...
分析記事 • Jun 25

Here's Why Antofagasta (LON:ANTO) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ • Mar 15

Centinela Second Concentrator Will Increase Future Copper Output Amid Rising Global Demand

Antofagasta is well-positioned for growth due to increased copper demand tied to electrification and AI, aiding revenue from potentially higher copper prices.

業績と収益の成長予測

LSE:ANTO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202811,9812,1373,5394,97215
12/31/202710,4261,6932,1894,30217
12/31/20269,9091,6741,0464,10418
12/31/20258,6201,329-6133,072N/A
9/30/20258,0391,210-5932,737N/A
6/30/20257,4581,091-5742,402N/A
3/31/20257,036960-3522,344N/A
12/31/20246,613829-1302,285N/A
9/30/20246,502797862,376N/A
6/30/20246,3907643012,468N/A
3/31/20246,3578002522,400N/A
12/31/20236,3258352042,333N/A
9/30/20236,2741,219-582,041N/A
6/30/20236,2241,603-3211,749N/A
3/31/20236,0431,568-1621,813N/A
12/31/20225,8621,533-21,877N/A
9/30/20226,1351,2093942,247N/A
6/30/20226,4078857912,618N/A
3/31/20226,9391,0881,3423,144N/A
12/31/20217,4701,2901,8933,670N/A
6/30/20216,5821,0291,9323,471N/A
3/31/20215,8557641,3422,765N/A
12/31/20205,1294997512,059N/A
6/30/20204,5783343311,494N/A
3/31/20204,7714186711,792N/A
12/31/20194,9655011,0122,091N/A
9/30/20195,051552N/A2,070N/A
6/30/20195,138602N/A2,049N/A
3/31/20194,936547N/A1,680N/A
12/31/20184,733492N/A1,311N/A
9/30/20184,778573N/A1,493N/A
6/30/20184,822653N/A1,674N/A
3/31/20184,786702N/A1,886N/A
12/31/20174,749750N/A2,098N/A
9/30/20174,487536N/A1,846N/A
6/30/20174,225321N/A1,595N/A
3/31/20173,923220N/A1,367N/A
12/31/20163,622120N/A1,138N/A
9/30/20163,25856N/A715N/A
6/30/20162,894-7N/A292N/A
3/31/20163,060-6N/A343N/A
12/31/20153,226-5N/A393N/A
9/30/20153,773100N/AN/AN/A
6/30/20154,320206N/A1,641N/A

アナリストによる今後の成長予測

収入対貯蓄率: ANTOの予測収益成長率 (年間10% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: ANTOの収益 ( 10% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。

高成長収益: ANTOの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ANTOの収益 ( 7.1% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: ANTOの収益 ( 7.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ANTOの 自己資本利益率 は、3年後には低くなると予測されています ( 16.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/24 21:09
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Antofagasta plc 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
Peter WardBarclays
Izak RossouwBarclays
Izak RossouwBarclays