Sigma Lithium stock target cut to $15 by BMO Capital

Published 27/05/2025, 14:50
Sigma Lithium stock target cut to $15 by BMO Capital

On Tuesday, BMO Capital Markets adjusted its outlook on Sigma Lithium Corp. (NASDAQ: TSXV:SGML), reducing the price target from the previous $18.00 to $15.00. Despite the adjustment, the firm maintained its Outperform rating for the company’s shares. Analysts at BMO Capital expressed their perspective that the recent decline in Sigma Lithium’s share price was excessive given the circumstances. According to InvestingPro data, the stock has fallen over 63% in the past year, currently trading at $5.73, significantly below its 52-week high of $17.30.

The analysts acknowledged that while the lithium market is currently volatile with prices dropping, and Sigma Lithium is experiencing specific challenges, such as securing its balance sheet during the second phase of development expected in the second half of 2025 and dealing with potential liquidity concerns in an employee ownership fund, the company’s outlook remains positive. They believe Sigma Lithium can sustain positive operating cash flow even if spodumene prices fall below $700 per ton. InvestingPro data reveals the company operates with a current ratio of 0.85 and a moderate debt-to-capital ratio of 0.16, highlighting the importance of monitoring its financial health.

Sigma Lithium, according to BMO Capital, has considerable financial flexibility. The revised price target of $15.00 is based on an estimated 3.5 times the 2028 expected enterprise value to EBITDA ratio. This target is also set below BMO Capital’s slightly reduced estimate of approximately $20.00 per share for Sigma Lithium’s 10% net asset value (NAV).

The maintenance of the Outperform rating indicates that BMO Capital continues to view Sigma Lithium favorably in the long term, despite the near-term headwinds and market volatility. The price target reduction reflects adjustments in their financial models following the company’s first-quarter updates and the broader market conditions impacting lithium prices.

Sigma Lithium Corp. is involved in the development of environmentally sustainable lithium projects, a critical element in the production of batteries for electric vehicles and energy storage solutions. The company’s financial health and strategic initiatives will be closely monitored by investors as it navigates the evolving lithium market landscape. Trading at an EV/EBITDA multiple of 52.85x and a Price/Book ratio of 8.54x, investors seeking deeper insights can access comprehensive valuation metrics and 17 additional ProTips through InvestingPro’s detailed research reports, available for over 1,400 US stocks.

In other recent news, Sigma Lithium Corporation reported its first-quarter financial results, highlighting better-than-expected profit margins despite missing revenue estimates. The company posted earnings per share of C$0.04, aligning with analyst expectations, while revenue reached C$47.67 million, falling short of the C$56.19 million consensus estimate. Sigma Lithium achieved a cash gross margin of 35% and an adjusted EBITDA margin of 24%, demonstrating strong operational performance. The company also reported cash operating costs of $458 per tonne, which is 8% below its target of $500 per tonne. Production volumes increased by 26% year-over-year, totaling over 68,300 tonnes in the first quarter. Sigma maintained its full-year production guidance and is advancing the construction of its Phase 2 expansion. The company ended the quarter with $31.1 million in cash and equivalents, with management noting that its production remains fully uncommitted, allowing for future flexibility in offtake agreements. These developments come as Sigma Lithium continues to navigate the challenges posed by fluctuating lithium prices.

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