Glencore plc

LSE:GLEN Voorraadrapport

Marktkapitalisatie: UK£67.5b

Glencore Toekomstige groei

Future criteriumcontroles 3/6

Glencore zal naar verwachting groeien in winst en omzet met respectievelijk 22.5% en 1.1% per jaar. De winst per aandeel zal naar verwachting groeien met 24.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 14.7% zijn.

Belangrijke informatie

22.5%

Groei van de winst

24.66%

Groei van de winst per aandeel

Metals and Mining winstgroei17.2%
Inkomstengroei1.1%
Toekomstig rendement op eigen vermogen14.75%
Dekking van analisten

Good

Laatst bijgewerkt08 May 2026

Recente toekomstige groei-updates

Recent updates

Analyse-update • Apr 27

GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations

Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.
Analyse-update • Apr 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.
Analyse-update • Mar 28

GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations

Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.
Analyse-update • Mar 12

GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations

Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.
Analyse-update • Feb 26

GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions

Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.
Analyse-update • Feb 10

GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power

Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.
Analyse-update • Jan 27

GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance

Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.
Analyse-artikel • Jan 14

Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry

Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...
Analyse-update • Jan 12

GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures

Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.
Analyse-update • Dec 15

GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery

Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.
Analyse-update • Nov 30

GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements

The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.
Analyse-artikel • Nov 19

Calculating The Fair Value Of Glencore plc (LON:GLEN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...
Analyse-update • Nov 16

GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution

The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.
Analyse-update • Nov 02

GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance

Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.
Analyse-update • Oct 18

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.
Analyse-update • Oct 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.
Analyse-update • Sep 19

Normalized Copper Production And Argentina Projects Will Shape Future Success

Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.
Analyse-update • Sep 04

Normalized Copper Production And Argentina Projects Will Shape Future Success

Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.
Analyse-artikel • Jul 07

Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)

With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...
Analyse-artikel • Jun 16

Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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Nieuwe analyse • Apr 22

Integration Of EVR And Rising Copper Output Will Drive Success

Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.

Winst- en omzetgroeiprognoses

LSE:GLEN - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/2028271,3816,3095,93111,69914
12/31/2027271,1406,1035,44610,93216
12/31/2026281,0086,2176,70712,20615
12/31/2025247,535363-2905,642N/A
9/30/2025239,392-846-735,849N/A
6/30/2025231,249-2,0561436,056N/A
3/31/2025231,097-1,8452,2948,056N/A
12/31/2024230,944-1,6344,44410,055N/A
9/30/2024229,225-1,0774,88310,080N/A
6/30/2024227,505-5215,32210,104N/A
3/31/2024222,6671,8805,93710,570N/A
12/31/2023217,8294,2806,55211,036N/A
9/30/2023223,3977,0428,05412,486N/A
6/30/2023228,9649,8039,55513,936N/A
3/31/2023242,47413,5629,51913,798N/A
12/31/2022255,98417,3209,48213,659N/A
9/30/2022250,18316,5517,31511,377N/A
6/30/2022244,38115,7825,1479,095N/A
3/31/2022224,06610,3785,1958,978N/A
12/31/2021203,7514,9745,2428,860N/A
9/30/2021184,4673,4745,0058,596N/A
6/30/2021165,1821,9744,7678,331N/A
3/31/2021153,760361,9315,498N/A
12/31/2020142,338-1,903-9052,664N/A
9/30/2020160,491-2,566N/AN/AN/A
6/30/2020178,643-3,230-4193,735N/A
3/31/2020196,877-1,8171,7996,232N/A
12/31/2019215,111-4044,0178,729N/A
9/30/2019217,255227N/AN/AN/A
6/30/2019219,399858N/A11,254N/A
3/31/2019219,9622,133N/A11,407N/A
12/31/2018220,5243,408N/A11,559N/A
9/30/2018217,1344,756N/A8,303N/A
6/30/2018213,7436,103N/A5,047N/A
3/31/2018209,6105,940N/A4,932N/A
12/31/2017205,4765,777N/A4,817N/A
9/30/2017194,6433,942N/A5,527N/A
6/30/2017183,8102,107N/A6,236N/A
3/31/2017168,379682N/A5,535N/A
12/31/2016152,948-744N/A4,833N/A
9/30/2016147,934-2,790N/A7,023N/A
6/30/2016142,919-4,836N/A9,212N/A
3/31/2016145,135-5,028N/A11,215N/A
12/31/2015147,351-5,220N/A13,218N/A
9/30/2015164,109-2,708N/A12,212N/A
6/30/2015180,866-197N/A11,205N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei GLEN ( 22.5% per jaar) ligt boven de spaarquote ( 3.4% ).

Winst versus markt: De winst van GLEN ( 22.5% per jaar) zal naar verwachting sneller groeien dan de UK markt ( 12.2% per jaar).

Hoge groeiwinsten: De winst van GLEN zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van GLEN ( 1.1% per jaar) zal naar verwachting langzamer groeien dan de markt UK ( 4.4% per jaar).

Hoge groei-inkomsten: De omzet van GLEN ( 1.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen GLEN zal naar verwachting over 3 jaar laag zijn ( 14.7 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/12 19:11
Aandelenkoers aan het einde van de dag2026/05/12 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Glencore plc wordt gevolgd door 33 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Wade NapierAvior Capital Markets
David Simon ButlerBarclays
Izak RossouwBarclays