Market's view on Weir Group

Published on April 2024

  • There has been a significant volume of shares traded with many transactions being sales.
  • JPMorgan has lowered the price target for Weir Group but maintained an ‘overweight’ rating.
  • Peel Hunt provided a positive long-term earnings forecast for Weir Group and praised its compounding growth potential.
  • Weir Group’s announcement of a 20% operating margin target by 2026 has been well received, doubling its cost-saving target to £60 million.
  • Weir Group has acquired SentianAI, a company specialising in AI for mining, enhancing Weir’s digital capabilities in productivity and sustainability.
  • Analysts from Peel Hunt and Bank of America have raised their price targets for Weir Group, citing growth potential and strong financial guidance.
  • Deutsche Bank and Jefferies have also raised their price targets for Weir Group based on performance expectations.
  • Peel Hunt highlights Weir Group as a compelling investment opportunity with a recurring revenue profile, expecting significant improvement in margins and revenue.
  • Société Générale raised its price target for Weir Group, supporting the positive outlook.
  • There is a general optimism about Weir Group’s financial health and growth trajectory with several upgrades in price targets and positive analyst reports.
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