Earnings Release Date: ZIM Integrated Shipping Services Ltd is scheduled to announce its Q2 2025 earnings on August 20, 2025, with expected revenue of $1.77 billion and earnings of $1.32 per share.
Revenue and Earnings Estimates: Full year 2025 revenue estimates have increased to $7.00 billion, while 2026 estimates have decreased; earnings for 2025 are projected at $3.44 per share, but 2026 earnings estimates have dropped significantly.
Recent Performance: In the previous quarter, ZIM reported actual revenue of $2.01 billion, surpassing expectations, and saw a significant increase in stock price following the results.
Analyst Recommendations: The average target price from analysts for ZIM is $15.02, indicating a potential downside from the current price, and the consensus recommendation suggests an "Underperform" status.
ZIM
$20.02+Infinity%1D
Analyst Views on ZIM
Wall Street analysts forecast ZIM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZIM is 11.83 USD with a low forecast of 10.00 USD and a high forecast of 13.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast ZIM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZIM is 11.83 USD with a low forecast of 10.00 USD and a high forecast of 13.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
1 Hold
3 Sell
Moderate Sell
Current: 20.400
Low
10.00
Averages
11.83
High
13.30
Current: 20.400
Low
10.00
Averages
11.83
High
13.30
JPMorgan
Underweight
downgrade
2025-11-30
Reason
JPMorgan
Price Target
2025-11-30
downgrade
Underweight
Reason
JPMorgan lowered the firm's price target on ZIM Integrated to $8.70 from $9.70 and keeps an Underweight rating on the shares. The firm expects 2026 to be a continuation of the challenging 2025 for the European transport sector. JPMorgan is cautious on freight, saying demand/supply imbalances persist and pricing continues to erode for container shipping and forwarding. In airlines, the analyst sees risks of oversupply in short-haul as aircraft deliveries pick up.
BofA
Muneeba Kayani
Underperform
downgrade
2025-10-16
Reason
BofA
Muneeba Kayani
Price Target
2025-10-16
downgrade
Underperform
Reason
BofA analyst Muneeba Kayani lowered the firm's price target on ZIM Integrated to $12.20 from $13.20 and keeps an Underperform rating on the shares. The firm, which lowers its Q3 freight rates estimate to a 4% sequential increase, notes that its 2025 adjusted EBITDA estimate declines 3% to $2.1B, which is in line with consensus and at the upper end of ZIM's guidance.
JPMorgan
Underweight
maintain
$10
2025-09-30
Reason
JPMorgan
Price Target
$10
2025-09-30
maintain
Underweight
Reason
JPMorgan raised the firm's price target on ZIM Integrated to $10 from $9.80 and keeps an Underweight rating on the shares.
Barclays
Underweight
downgrade
2025-08-28
Reason
Barclays
Price Target
2025-08-28
downgrade
Underweight
Reason
Barclays lowered the firm's price target on ZIM Integrated to $13.30 from $14.80 and keeps an Underweight rating on the shares. The firm updated the company's model post the Q2 report and believes questions around its demand outlook and trade uncertainty remain for the second half of 2025.
About ZIM
Zim Integrated Shipping Services Ltd is an Israel-based company. It operates as fleet and a network of shipping lines offering cargo transportation services on all major global trade routes, it also offers multi-modal, cargo handling, tariff management, schedule information, and other related services supported by the company's local offices and representatives around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
