Flowserve stock price target raised to $77 by Stifel analysts

Published 20/02/2025, 16:24
Flowserve stock price target raised to $77 by Stifel analysts

On Thursday, Stifel analysts increased the price target for Flowserve Corp . (NYSE:FLS) shares to $77.00, up from the previous $75.00, while maintaining a Buy rating on the stock. According to InvestingPro data, analyst targets for the stock range from $62 to $80, with the company showing a strong 42% price return over the past year. The revision followed Flowserve’s fourth-quarter financial results for 2024, which did not meet consensus expectations and fell below the midpoint of the company’s own guidance.

The reported revenue shortfall was attributed primarily to foreign exchange (FX) impacts, while the earnings per share (EPS) miss resulted from a combination of smaller items. These included interest expense, other expenses related to FX, taxes, and minority interest, which together accounted for approximately a $0.05 detriment to the EPS. Despite these factors, Flowserve’s operating income exceeded Stifel’s projections by $0.01.

Looking forward, Flowserve’s guidance for 2025 suggests a potentially conservative estimate on revenue but aligns with expectations on EPS. Stifel’s analysts emphasized their continued endorsement of Flowserve’s stock, underlining the company’s prospects for solid organic growth and significant margin expansion, as well as its ability to generate tangible cash flow. According to the analysts, the investment thesis remains robust and the recent updates have not altered their positive outlook on Flowserve shares. The company’s PEG ratio of 0.54 suggests attractive valuation relative to growth prospects, while InvestingPro indicates the stock is trading near its Fair Value, with 5 additional exclusive insights available to subscribers.

In other recent news, Flowserve Corporation reported fourth-quarter earnings that fell short of analyst expectations, with adjusted earnings per share at $0.70 compared to the anticipated $0.77. The company’s revenue also missed estimates, coming in at $1.18 billion against a forecast of $1.21 billion, though it did mark a 1.3% year-over-year increase. Despite the earnings miss, Flowserve’s Q4 bookings rose 12.6% year-over-year to $1.18 billion, and the backlog grew 3.5% to $2.79 billion. Mizuho (NYSE:MFG) Securities raised Flowserve’s stock price target to $70 from $65, maintaining an Outperform rating, citing the company’s robust booking activity and progress in its 80/20 program.

The company’s adjusted earnings per share estimates for 2025 and 2026 have been increased by 5 cents each year, reflecting expectations of stronger order growth. TD Cowen also maintained a Buy rating on Flowserve, with a price target of $75, expressing confidence in the company’s segment margins and bookings. Flowserve has introduced a new 80/20 optimization strategy and plans to implement a Commercial Excellence program in the latter half of the year. Despite the recent earnings miss, Flowserve’s operating margin improved to 10.6% from 9.4% a year ago, and the company generated $197.3 million in operating cash flow for the quarter. Additionally, Flowserve’s Board of Directors authorized a quarterly cash dividend of $0.21 per share, payable on April 11, 2025.

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