RBC Capital raises Sibanye Stillwater stock rating to Outperform

Published 18/03/2025, 14:06
RBC Capital raises Sibanye Stillwater stock rating to Outperform

On Tuesday, Sibanye (JO:SSWJ) Stillwater (NYSE:SBSW) stock received an upgraded rating from RBC Capital Markets, moving from ’Sector Perform’ to ’Outperform’. The firm also increased its price target on the shares to $5.30, up from the previous $4.70. The stock currently trades at $4.09, with InvestingPro data showing an impressive 23.94% year-to-date return despite challenging market conditions. The adjustment by RBC Capital comes after observing that Sibanye Stillwater’s stock has lagged behind its peers in the precious metals sector over the past three months.

According to RBC Capital, Sibanye Stillwater shares have underperformed against other platinum group metals (PGM) and gold producers by 10% and 20% respectively, during the stated period. This performance has resulted in the company’s discount reaching its highest level since the COVID-19 pandemic. InvestingPro analysis suggests the stock is currently undervalued, with additional insights revealing the company is a prominent player in the Metals & Mining industry with a market capitalization of $3 billion. Despite recognizing certain risks associated with the investment, such as the ongoing Appian (NASDAQ:APPN) legal case and the capital expenditure update for Keliber, RBC Capital believes the current risk-reward balance is favorable for investors.

The upgrade to ’Outperform’ is significant as it suggests RBC Capital expects Sibanye Stillwater to perform better than the average return of the sector over the medium term. The firm has also attached a ’Speculative Risk’ qualifier to their recommendation, indicating a higher potential for volatility and risk in the stock’s performance. This aligns with the stock’s beta of 1.3, and while currently unprofitable, InvestingPro indicates analysts expect the company to return to profitability this year. Get access to 8 more exclusive ProTips and comprehensive analysis with an InvestingPro subscription.

The new price target of $5.30 per American Depositary Receipt (ADR) reflects recent valuation trends observed in the precious metals sector. RBC Capital’s revision implies a potential upside from the stock’s recent trading levels, signaling their confidence in the stock’s future performance. This target aligns with broader market sentiment, as InvestingPro data shows net income is expected to grow this year.

Sibanye Stillwater has not publicly responded to the upgrade and revised price target at the time of reporting. The company’s stock performance following this announcement will be closely watched by investors and market analysts alike.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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