Croda International now carries a refreshed consolidated price target of £36.88, up from £35.80. This marks a small uplift in where analysts currently anchor their central valuation. Recent research pointing to a series of upward revisions, including one major global bank moving to 3,500 GBp with an Overweight stance, helps explain this higher target and highlights how sentiment has shifted as of late September 2026. Across the rest of this article, you will see how these changing targets feed into the evolving narrative you may want to track.
Stay updated as the Fair Value for Croda International shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Croda International.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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For Croda International, Morgan Stanley raised its price target to 3,500 GBp from 3,400 GBp and kept an Overweight rating, which signals confidence in the stock's ability to justify a higher valuation over time.
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Citi has raised its Croda target twice in recent months, first to 3,200 GBp from 3,050 GBp and more recently to 3,400 GBp, which points to a gradually more supportive stance on the company's execution and growth prospects, even with a Neutral rating.
🐻 Bearish Takeaways
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Citi's decision to maintain a Neutral rating at both 3,200 GBp and 3,400 GBp suggests some caution on Croda International, with the higher targets reflecting updated assumptions rather than a clear conviction call.
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The mix of Overweight from Morgan Stanley and Neutral from Citi shows that analyst views are not aligned, which may indicate ongoing debate around how much growth and margin improvement Croda can deliver to fully support these higher targets.
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!
We've flagged 2 risks for Croda International. See which could impact your investment.
How This Changes the Fair Value For Croda International
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Fair value has moved from £35.80 to £36.88 for Croda International.
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The revenue growth assumption has shifted from 4.57% to 5.21%.
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The net profit margin assumption has adjusted from 12.71% to 12.83%.
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The future P/E multiple has moved from 25.10x to 25.04x.
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The discount rate has changed from 7.85% to 7.91% in the updated model.
Never Miss an Update: Follow The Narrative
Narratives connect Croda International's business story to the assumptions behind its forecasts and fair value. They update over time as new data, research, and risks come through.
Head over to the Simply Wall St Community and follow the Narrative on Croda International to stay up to date on:
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How Croda International aims to build on its position in sustainable, bio-based specialty chemicals and green R&D to support higher margin products.
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The expansion into emerging markets such as Asia and Latin America, including new facilities and partnerships with local and regional brands in Beauty and Crop.
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Key risks such as pricing pressure in less differentiated product lines, high inventory levels, emerging market execution challenges, and restructuring impacts on profitability.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CRDA.L .
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