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Umicore SA Stock Price

ENXTBR:UMI Community·€4.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 54 Fair Values set on narratives written by author

UMI Share Price Performance

€0
-15.31 (-100.00%)
€25.48
Fair Value
€0
-15.31 (-100.00%)
Price €0

UMI Community Narratives

·
Fair Value €25.48 20.4% undervalued intrinsic discount

Execution Challenges And Competitive Pressures Will Weigh On Future Profit Prospects

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23users have followed this narrative
·
Fair Value €15.28 32.7% overvalued intrinsic discount

Automakers Shifting To LFP Will Damage Cathode Margins

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·
Fair Value €31.62 35.9% undervalued intrinsic discount

Accelerating EV Adoption And Circular Economy Will Spark Expansion

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4users have followed this narrative
€25.48
20.4% undervalued intrinsic discount
Revenue
-40.49% p.a.
Profit Margin
12.13%
Future PE
15.36x
Price in 2029
€31.67
€15.28
32.7% overvalued intrinsic discount
Revenue
-46.98% p.a.
Profit Margin
12.99%
Future PE
12.15x
Price in 2029
€18.96

Trending Discussion

No trending discussion available.

Updated Narratives

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UMI: Recycling Upside And New CFO Appointment Will Shape Forward Expectations

Fair Value: €25.48 20.4% undervalued intrinsic discount
23 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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UMI: Hawkish Fed And Precious Metals Exposure Will Limit Repricing Potential

Fair Value: €15.28 32.7% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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UMI: Recycling Execution And Margin Gains Will Support Future Upside

Fair Value: €31.62 35.9% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with adequate balance sheet.

3 Risks
4 Rewards

Umicore SA Key Details

€19.4b

Revenue

€17.7b

Cost of Revenue

€1.7b

Gross Profit

€1.3b

Other Expenses

€384.5m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 31, 2026
1.60
8.81%
1.98%
122.4%
View Full Analysis

About UMI

Founded
1805
Employees
10963
CEO
Bart Sap
WebsiteView website
www.umicore.com

Umicore SA operates as a materials technology and recycling company in Belgium, Europe, the Asia-Pacific, North America, South America, and Africa. It operates through Battery Material, Catalysis, Recycling, and Specialty Materials segments. The Battery Material segment develops, manufactures, and markets cathode materials and its precursors for lithium-ion batteries, as well as related refining activities of cobalt and nickel chemical refining activities; and offers integrated, circular and sustainable battery materials. Its Catalysis segment provides automotive catalysts for light-duty gasoline and diesel light, and heavy-duty diesel applications, including on-road and off-road vehicles; stationary catalysts for industrial emissions control; and produces precious metals-based compounds and catalysts for use in the pharmaceutical and fine chemicals industries, as well as fuel cell applications. The Recyling segment is involved in precious metals refining and management, jewelry and industrial metals; and treating complex waste streams containing precious and other specialty metals. This segment also produces precious metals-based materials for high-tech glass production and electronics; and offers products for chemical, electric, electronic, automotive and special glass applications. Its Specialty Materials segments offers cobalt and specialty materials, electro-optic materials, and metal deposition solutions; produces and distributes cobalt and nickel products; and supplies products for precious and non-precious metal-based electroplating and PVD coating, as well as germanium-based material solutions for the space, optics and electronics sectors. The company was formerly known as Union Minière du Haut Katanga and changed its name to Umicore SA in 2001. Umicore SA was founded in 1805 and is headquartered in Brussels, Belgium.

Recent UMI News & Updates

Narrative Update Jul 21

UMI: Recycling Upside And New CFO Appointment Will Shape Forward Expectations

The updated analyst fair value estimate for Umicore edges higher to about €25.48 from €24.51, reflecting recent price target revisions around €23 to €33 and analyst views that slightly firmer profit margins and modestly adjusted discount rate and P/E assumptions better capture the company’s outlook. Analyst Commentary Recent research on Umicore shows a mix of optimism and caution, with price targets clustered in the low to mid €20s and one higher target at €33.
Narrative Update Jul 07

UMI: Hawkish Fed And Precious Metals Exposure Will Limit Repricing Potential

The analyst price target for Umicore has been raised from €14.00 to €15.28, as analysts factor in recent upward revisions to several €20+ price targets, alongside mixed rating changes that highlight both optimism around recycling and caution on near term precious metals exposure. Analyst Commentary Recent research on Umicore shows a split between more optimistic views on recycling and a cluster of cautious signals that point to execution and valuation risks.
Narrative Update Jun 23

UMI: Recycling Upside And Leadership Change Will Shape Balanced Forward Expectations

The analyst fair value estimate for Umicore has edged up from €23.52 to €24.51. This change reflects a mix of higher price targets from some firms and more cautious holds from others, as analysts weigh updated views on recycling prospects and near-term metal price risks.

Recent updates

No updates