The latest model update for FLSmidth keeps the fair value estimate broadly steady, with the calculated value per share moving only slightly from DKK 470.88 to DKK 470.78, even as analysts remain split between optimism on execution and caution on delivery. This small adjustment sits against a backdrop of raised broker price targets, with some pointing to the upcoming capital markets day and improved risk reward, while others flag that recent Q3 results and high expectations could limit how far the shares can re rate without clearer progress. Stay with this article to see how you can keep on top of these shifting targets and the evolving story around FLSmidth.
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🐂 Bullish Takeaways
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SEB Equities analyst Kristian Johansen moved to a Buy rating with a DKK 580 price target, signalling confidence in FLSmidth’s ability to execute and grow into a higher valuation over time.
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Jefferies analyst David Farrell lifted the firm’s price target to DKK 540 from DKK 510 and kept a Buy rating, pointing to the March capital markets day as a potential near term catalyst for clearer visibility on execution, cost control and growth plans.
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Bullish analysts highlight the upcoming capital markets day as a key moment for the company to provide more transparency on its plan, which they see as important for supporting current valuation and potential upside, even after a Q3 report that did not meet estimates.
🐻 Bearish Takeaways
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Nordea analyst Claus Almer downgraded FLSmidth to Hold from Buy with a DKK 505 price target, signaling a more cautious stance on upside from here.
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The more cautious voices focus on the risk that expectations around the capital markets day and future execution are already reflected in the share price, which could limit re rating potential if progress on delivery, cost discipline or growth momentum is slower than hoped.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
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FLSmidth & Co. A/S has been added to the OMX Copenhagen 20 Index, putting the shares into a larger domestic benchmark that many index-tracking products follow.
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The company received an order of about DKK 405 million to supply comminution technologies, including crushers, SAG mills, ball mills and cyclones, for a greenfield copper concentrator in South America. The order is to be booked in Q4 2025, with equipment delivery expected in 2027.
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Azumah Resources Gh Limited selected FLSmidth as technology partner for the Black Volta gold project in Ghana, with an order of about DKK 235 million for long-lead equipment and technical support. The order is set to be booked in Q4 2025 and delivered during 2026, ahead of a planned mine start-up in 2027.
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Chief Executive Officer Mikko Keto has informed the Board that he will step down to take another executive role, with his departure expected in the first half of 2026 and a CEO succession process underway. FLSmidth has also updated its 2025 earnings guidance to revenue of around DKK 14.5b, compared with the earlier range of DKK 14.5b to DKK 15.0b.
