US$21.00 – That’s What Analysts Think Mativ Holdings, Inc. (NYSE:MATV) Is Worth After These Results

It’s shaping up to be a tough period for Mativ Holdings, Inc. (NYSE:MATV), which a week ago released some disappointing quarterly results that could have a notable impact on how the market views the stock. It was a pretty negative result overall, with revenues of US$500m missing analyst predictions by 2.1%. Worse, the business reported a statutory loss of US$0.03 per share, much larger than the analyst had forecast prior to the result. The analyst typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimate to see what could be in store for next year.

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Taking into account the latest results, the current consensus from Mativ Holdings’ single analyst is for revenues of US$2.09b in 2027. This would reflect a reasonable 5.8% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to plunge 90% to US$0.17 in the same period. In the lead-up to this report, the analyst had been modelling revenues of US$2.09b and earnings per share (EPS) of US$0.17 in 2027. The consensus analyst doesn’t seem to have seen anything in these results that would have changed their view on the business, given there’s been no major change to their estimates.

View our latest analysis for Mativ Holdings

With the analyst reconfirming their revenue and earnings forecasts, it’s surprising to see that the price target rose 35% to US$21.00. It looks as though they previously had some doubts over whether the business would live up to their expectations.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Mativ Holdings’ past performance and to peers in the same industry. It’s pretty clear that there is an expectation that Mativ Holdings’ revenue growth will slow down substantially, with revenues to the end of 2027 expected to display 4.6% growth on an annualised basis. This is compared to a historical growth rate of 8.1% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 4.7% annually. Factoring in the forecast slowdown in growth, it looks like Mativ Holdings is forecast to grow at about the same rate as the wider industry.

The Bottom Line

The most important thing to take away is that there’s been no major change in sentiment, with the analyst reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. There was also a nice increase in the price target, with the analyst clearly feeling that the intrinsic value of the business is improving.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year’s earnings. We have analyst estimates for Mativ Holdings going out as far as 2027, and you can see them free on our platform here.

Before you take the next step you should know about the 4 warning signs for Mativ Holdings (2 are a bit unpleasant!) that we have uncovered.

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