Implications of the Changing Market Narrative on MTN Group's Valuation
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 6 hour ago0mins
Fair Value Estimate Update: MTN Group's fair value estimate has increased slightly to $176.89, reflecting a focus on long-term execution over short-term results, despite a minor reduction in expected revenue growth and unchanged discount rate.
Analyst Perspectives: Analysts from firms like Truist and Mizuho maintain positive ratings for MTN, citing strong performance and long-term potential, while others like Jefferies and Barclays express concerns over leadership and disappointing sales trends, leading to lowered price targets.
CEO's Stance on Telkom: CEO Ralph Mupita has dismissed speculation regarding a takeover of Telkom SA, emphasizing that there are no active discussions and that building a new fibre network in South Africa is not economically viable for MTN.
Investment Narrative: Investors are encouraged to engage with the evolving narrative of MTN Group, which connects growth expectations and financial forecasts, while considering factors like African connectivity, competition, and regulatory challenges that could impact future valuations.
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Analyst Views on MT
Wall Street analysts forecast MT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MT is 39.00 USD with a low forecast of 39.00 USD and a high forecast of 39.00 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.
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 42.630
Low
39.00
Averages
39.00
High
39.00
Current: 42.630
Low
39.00
Averages
39.00
High
39.00
JPMorgan
Dominic O'Kane
maintain
2025-12-03
New
Reason
JPMorgan
Dominic O'Kane
Price Target
2025-12-03
New
maintain
Reason
JPMorgan analyst Dominic O'Kane raised the firm's price target on ArcelorMittal to EUR 45 from EUR 42 and keeps an Overweight rating on the shares.
Deutsche Bank
Bastian Synagowitz
Buy
maintain
2025-11-26
Reason
Deutsche Bank
Bastian Synagowitz
Price Target
2025-11-26
maintain
Buy
Reason
Deutsche Bank analyst Bastian Synagowitz raised the firm's price target on ArcelorMittal to EUR 42 from EUR 38 and keeps a Buy rating on the shares.
Deutsche Bank
Bastian Synagowitz
Buy
maintain
$44 -> $49
2025-11-26
Reason
Deutsche Bank
Bastian Synagowitz
Price Target
$44 -> $49
2025-11-26
maintain
Buy
Reason
Deutsche Bank analyst Bastian Synagowitz raised the firm's price target on ArcelorMittal to $49 from $44 and keeps a Buy rating on the shares as part of a 2026 outlook for the steel sector. The firm says the European Commission's plans for a "material step-up in trade protection signals a significant shift towards a more steel-friendly industrial policy."
UBS
Buy
to
Neutral
downgrade
2025-11-17
Reason
UBS
Price Target
2025-11-17
downgrade
Buy
to
Neutral
Reason
UBS downgraded ArcelorMittal to Neutral from Buy with a price target of EUR 35.40, up from EUR 32.30. The firm cites valuation for the downgrade following the stock's recent rally. UBS now sees more share upside in ArcelorMittal's peers.
See All Ratings
About MT
ArcelorMittal SA is a Luxembourg-based holding company. The Company, via its subsidiaries, owns and operates steel, iron ore manufacturing and coal mining facilities in Europe, North and South America, Asia, and Africa. The Company is organized in five operating segments: NAFTA; Brazil; Europe; Africa and Commonwealth of Independent States (ACIS), and Mining. The NAFTA, Brazil, Europe, and ACIS segments produce flat, long, and tubular products including slabs, hot-rolled coil, cold-rolled coil, coated steel products, among others. The Mining segment provides steel operations and comprises all mines owned by the Company in the Americas, Europe, Africa, and countries of the Commonwealth of Independent States (CIS).
About the author
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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.
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