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Chemring Group's analyst price target has moved from £6.30 to £5.90, with fair value estimates also nudged from about £6.20 to roughly £6.17 per share. Analysts describe this as a fine tuning of their models rather than a major rethink, with both bullish and cautious voices using the new target to reset expectations around what they consider a reasonable upside case. As you read on, you will see how these revisions fit into the broader narrative and what to watch as the story develops from here.
Stay updated as the Fair Value for Chemring Group shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Chemring Group.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Berenberg keeps a Buy rating on Chemring Group, which signals that, in its view, the long term equity story still looks intact even as it refreshes its numbers.
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The firm's revised £5.90 price target and fair value work suggest Berenberg still sees room for upside from current levels, with the focus on what it views as supportive fundamentals rather than a short term trade.
🐻 Bearish Takeaways
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The move by Berenberg to trim its target from £6.30 to £5.90 reflects greater caution around what it considers a realistic upside case, and pulls market expectations a little closer to its base assumptions.
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By fine tuning its valuation inputs and lowering its fair value marker, Berenberg underlines that execution, contract timing and delivery will be key areas for investors to track if they are weighing Chemring's risk and reward.
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!
What's in the News
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The board of Chemring Group is recommending a final dividend of 5.3p per ordinary share for the year ended 31 October 2025, compared with 5.2p for 2024.
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Including the interim dividend of 2.7p per share, the total dividend proposed for 2025 is 8.0p per share, compared with 7.8p for 2024.
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If approved, the final dividend is expected to be paid on 10 April 2026 to shareholders on the register as of 20 March 2026.
How This Changes the Fair Value For Chemring Group
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Fair value trimmed from about £6.20 to about £6.17 per share.
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Revenue growth assumption adjusted from 12.09% to about 12.02%.
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Net profit margin moved from 11.24% to about 11.20%.
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Future P/E multiple edged up from 27.56x to about 27.71x.
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Discount rate increased from 7.99% to about 8.18%.
Never Miss an Update: Follow The Narrative
Narratives link a company's business story to a financial forecast and a view of fair value, so you can see how news and fundamentals fit together. They update over time as new information and assumptions come through.
Head over to the Simply Wall St Community and follow the Narrative on Chemring Group to stay up to date on:
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How the planned expansion of Chemring Nobel and related grant funding could affect capacity for military energetic materials and future revenue streams.
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The role of Roke's Sensors & Information segment and the record £1.04b order book in supporting Chemring's medium term growth plans.
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Key risks such as operational challenges at the Tennessee facility, timing shifts from U.S. and U.K. defense reviews, FX headwinds and lower order cover in Sensors & Information.
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 CHG.L .
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