GL9 Share Price Performance
€19.78
19.78 (0.00%)
26.6% overvalued intrinsic discount
€15.63
Fair Value
Price €19.78
AnalystLowTarget €15.63
AnalystConsensusTarget €19.44
AnalystHighTarget €20.60
Fair Value€15.63
Share Pricen/a
Glanbia plc Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 22 Fair Values set on narratives written by author
GL9 Community Narratives
AN
Fair Value
·Fair Value €15.63 26.6% overvalued intrinsic discount
Plant-based Trends And ESG Pressures Will Weaken Dairy Demand
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value
·Fair Value €19.44 1.8% overvalued intrinsic discount
Expanding Health And Dairy Nutrition Will Unlock Global Demand
0users have liked this narrative
1users have commented on this narrative
16users have followed this narrative
AN
Fair Value
·Fair Value €20.45 3.3% undervalued intrinsic discount
Digital And Plant Based Nutrition Will Expand Global Markets
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Expanding Health And Dairy Nutrition Will Unlock Global Demand
Key Takeaways Strategic expansion, acquisitions, and focus on high-growth health and nutrition markets broaden Glanbia's global footprint and support top-line and sales growth. Innovation, digital transformation, and operational streamlining improve product margins, brand strength, and overall profitability while divesting lower-margin assets.Read more
AN
€19.44
1.8% overvalued intrinsic discount
Fair Value
Revenue
3.54% p.a.
Profit Margin
9.12%
Future PE
14.19x
Price in 2029
€23.19
Plant-based Trends And ESG Pressures Will Weaken Dairy Demand
Key Takeaways Rising demand for plant-based proteins and regulatory scrutiny on environmental impact threaten Glanbia's core dairy business and increase operational costs. Consumer spending pressures and volatility in dairy inputs put sustained revenue growth and future profitability at significant risk.Read more
AN
€15.63
26.6% overvalued intrinsic discount
Fair Value
Revenue
2.62% p.a.
Profit Margin
8.23%
Future PE
13.13x
Price in 2029
€18.64
Digital And Plant Based Nutrition Will Expand Global Markets
Key Takeaways Operational efficiencies, faster margin recovery, and enhanced supplier strategies are likely to drive significant upside in both profitability and future earnings growth. Aggressive expansion, innovation, and advanced marketing position Glanbia for strong market share gains and sustained revenue acceleration, particularly in emerging markets.Read more
AN
€20.45
3.3% undervalued intrinsic discount
Fair Value
Revenue
3.34% p.a.
Profit Margin
8.85%
Future PE
16.87x
Price in 2028
€23.79
Trending Discussion
Recently Updated Narratives
AN
GL9: Capital Returns And Whey Cost Discipline Will Shape Future Share Performance
Fair Value: €19.44 1.8% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
GL9: Whey Cost Pressures And Capital Returns Will Shape A Balanced Outlook
Fair Value: €15.63 26.6% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digital And Plant Based Nutrition Will Expand Global Markets
Fair Value: €20.45 3.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Excellent balance sheet with proven track record and pays a dividend.
2 Risks
3 Rewards
Glanbia plc Key Details
Last Reported Earnings
Jan 03, 2026
Next Reporting Earnings
Aug 06, 2026
- 0.76
- 26.90%
- 4.64%
- 52.8%
About GL9
- Founded
- 1964
- Employees
- 4963
- CEO
- WebsiteView website
Glanbia plc, together with its subsidiaries, operates as a nutrition company worldwide. The company offers sports nutrition and lifestyle nutrition products in various formats, such as powders, capsules, tablets, ready-to-eat bars, and ready-to-drink beverage. It also manufactures and sells cheese, dairy, and non-dairy nutritional and functional ingredients; and vitamin and mineral premixes products. In addition, the company engages in the financing business; property and land dealing business; property leasing; provision of business services and management solutions; and bioactive solutions. It offers its products under the Optimum Nutrition, BSN, Isopure, Nutramino, think!, Amazing Grass brands. The company sells its products through specialty retail, online, gym, and food, drug, mass, and club channels. Glanbia plc was founded in 1964 and is headquartered in Kilkenny, Ireland.
Recent GL9 News & Updates
GL9: Whey Cost Pressures And Capital Returns Will Shape A Balanced Outlook
Narrative Update The analyst price target for Glanbia has been adjusted slightly, reflecting a mix of recent Street research where one firm raised its target by €2 while another trimmed its view by €0.20 and shifted to more neutral ratings as analysts factor in whey input cost pressures on Performance Nutrition volumes and margins. Analyst Commentary Recent Street research on Glanbia has turned more mixed, with a cluster of downgrades and modest price target trims pointing to rising caution around execution and earnings resilience, particularly in Performance Nutrition.
