Rotork Fair Value Rises to £4.59 After ABB Bid and Analyst Downgrades

AnalystM&A · Partnership
โดย Simply Wall St·Read original
Summary · why it matters

Rotork's fair value estimate has been raised to £4.59 from £4.11, keeping it within the £4 to £5 range used by many analysts. JPMorgan maintains an Overweight rating with a £4.05 price target, while BNP Paribas cut the stock to Neutral from Outperform and set a £5.03 target, noting low chances of a counterbid to ABB. Berenberg, Kepler Cheuvreux, and Deutsche Bank all moved to Hold from Buy with the same £5.03 target, signaling a more cautious stance on further upside. The revised fair value reflects a future P/E of 31.0x, up from 27.8x, with revenue growth and net profit margin largely unchanged.

Impact on stocks 6

Digital Finance & Tokenization▲ · 2 stocks
Financials▲ · 2 stocks
Climate Adaptation & Water▲ · 1 stocks
Rotork PLC
ROR
± MixedCapitalrelevance

Fair value estimate raised and multiple analyst rating changes with mixed price targets, reflecting cautious outlook on upside.

Robotics & Physical AI▲ · 1 stocks
ABB Ltd
ABBN
± MixedCompetitionrelevance

ABB's bid for Rotork is mentioned as context for analyst downgrades, but no direct impact on ABB is discussed.

Off-coverage companies 2

JOH Berenberg, Gossler & Co KGPrivate± Mixed
relevance

Kepler CheuvreuxPrivate± Mixed
relevance

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