Analysts have recently revised their price targets for Tesco, citing a marginal decrease in the discount rate from 7.99% to 7.95%. This shift reflects growing confidence in Tesco’s stability and a slight reduction in perceived risk. Stay tuned to find out how you can keep up with key updates as analyst sentiment continues to shape the Tesco stock narrative.
Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Tesco.
Recent analyst commentary on Tesco has provided insight into market perspectives ahead of the company’s key earnings dates and amidst notable shifts in target price forecasts. The following presents a balanced view of both bullish and bearish observations reported by covering firms.
🐂 Bullish Takeaways
JPMorgan raised its price target on Tesco from 400 GBp to 450 GBp and maintained an Overweight rating, reflecting increased confidence in the company’s earnings outlook.
JPMorgan placed Tesco shares on “Positive Catalyst Watch” ahead of upcoming earnings, signaling firm expectations of positive developments or upside surprises in disclosed results.
The firm’s revised forecasts are now comfortably above guidance, after raising first half estimates by 17%, fiscal year 2026 by 7%, and fiscal year 2027 onwards by an average of 4%.
Analysts reward Tesco’s ability to deliver stronger earnings projections against prior expectations, demonstrating solid execution and effective management.
🐻 Bearish Takeaways
Despite the optimistic target revisions, JPMorgan’s commentary implies heightened expectations may be increasingly priced in. This may reduce near-term upside if future results fall short.
Ongoing focus on guidance versus actual performance may reintroduce volatility if Tesco fails to deliver on higher analyst projections.
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 or begin writing your own Narrative!
LSE:TSCO Community Fair Values as at Nov 2025
Pacvue has partnered with Tesco Media to enhance retail media activation. This collaboration gives brands access to new tools for optimizing and measuring sponsored product campaigns on Tesco platforms. The partnership includes the addition of “Sales at Checkout” reporting metrics and automation options.
Solution International’s ‘Grow with Peppa’ merchandise line, featuring the popular character, has broadened its presence in Tesco stores and through Tesco’s online outlets across the UK and Ireland. The campaign is expected to drive significant engagement in the baby feeding category and generate more than SEK 3 million in annual revenue.
Tesco has declared an interim dividend of 4.80 pence per share for the 26-week period ended 23 August 2025. The dividend is scheduled for payment on 21 November 2025, in line with the company’s updated dividend policy.
The discount rate has decreased slightly from 7.99% to 7.95%, reflecting a marginal improvement in perceived risk or cost of capital assumptions.
Revenue growth projections remain effectively unchanged at approximately 2.81%, indicating continued stable growth expectations.
The net profit margin holds steady at about 2.76%, with no material revision from previous forecasts.
The future P/E ratio has decreased marginally from 16.53x to 16.51x, suggesting a modest adjustment to valuation multiples based on forward earnings.
A Narrative is more than just numbers. It’s your view of a company’s future, connecting the story you see behind the numbers to a forecast and an estimate of fair value. Narratives on Simply Wall St let millions of investors track how new information, like earnings or news, can change the outlook. They make it easy to compare a company’s fair value to the current price and help you decide when to act. All this is accessible and updated in real-time via the Community page.
See the full Tesco Narrative and stay in sync with every twist and turn in its investment story by following along here:
Key factors driving Tesco’s earnings, including innovation, digital expansion, and operational efficiencies
Risks that could impact margins, from economic uncertainty to industry competition and regulatory changes
Fresh analyst forecasts and how the fair value may change as new data and events shape future performance
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 TSCO.L.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
Ever wondered if Cmb.Tech is genuinely a bargain or just another stock passing through the market spotlight? You are not alone. A lot of investors are watching for hints about its true value.
Cmb.Tech’s price has jumped 10.3% in the last week and is now up 15.2% over the past month, but it is still down 11.9% over the past year, showing both upside potential and a history of volatility.
Much of the recent momentum follows updates about Cmb.Tech’s strategic partnerships in green energy solutions, which have drawn positive attention from environmentally focused investors. Industry news around new regulations and funding for sustainable technologies has also helped shine a light on the company’s growth prospects.
On our valuation checklist, Cmb.Tech scores a 3 out of 6, putting it in the middle of the pack for undervaluation signals. Let’s break down what goes into this score and explore the traditional methods. Keep an eye out for a smarter, more comprehensive approach coming up at the end of this article.
Find out why Cmb.Tech’s -11.9% return over the last year is lagging behind its peers.
A Discounted Cash Flow (DCF) model estimates the intrinsic value of a business by projecting its future cash flows and discounting them back to today’s dollars. This approach helps investors see the true worth of a company, beyond current market sentiment, by focusing on what it can actually generate in free cash.
Looking at Cmb.Tech, the latest reported Free Cash Flow (FCF) stands at approximately $-502 million. While this is a negative figure now, forecasts show a sharp turnaround. Analysts project FCF to swing to $634 million by the end of 2027, with further projections (using Simply Wall St’s growth methodology) rising to over $4.2 billion by 2035. These figures indicate expectations of accelerating growth over the next decade.
All cash flows were calculated in US dollars. By discounting these future values to the present, the DCF model estimates Cmb.Tech’s intrinsic value at $138.49 per share. This price is a striking 93.1% higher than where the stock is currently trading, suggesting substantial undervaluation.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests Cmb.Tech is undervalued by 93.1%. Track this in your watchlist or portfolio, or discover 914 more undervalued stocks based on cash flows.
CMBT Discounted Cash Flow as at Nov 2025
Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Cmb.Tech.
The Price-to-Earnings (PE) ratio is a popular and intuitive metric for valuing profitable companies, as it shows how much investors are willing to pay for each unit of earnings. For businesses like Cmb.Tech, which have moved into profitability and are expected to grow, the PE ratio helps contextualize current and future earning power.
A company’s fair PE ratio can be influenced by a host of factors, such as how quickly it is growing, how consistent its earnings are, and the broader risks it faces. Generally, companies with stronger growth prospects or lower perceived risks tend to warrant a higher PE ratio, while slower-growing or riskier businesses might trade at a discount.
Cmb.Tech currently trades at a PE ratio of 19.39x. This figure sits above the Oil and Gas industry average of 13.39x, but well below the average for its direct peers, which is 48.08x. Looking beyond these benchmarks, Simply Wall St’s proprietary Fair Ratio offers a more tailored yardstick. It is calculated by factoring in the company’s expected earnings growth, profit margins, risk profile, industry conditions, and company size, producing a more nuanced picture than a simple comparison with sector averages.
Because the Fair Ratio blends in all the relevant characteristics unique to Cmb.Tech, it provides a deeper and more accurate sense of what the company’s PE “should” be. This removes distortions that can happen from comparing to generic industry numbers or peers that may have very different financial characteristics.
In Cmb.Tech’s case, the Fair Ratio is very close to its current PE, so the stock appears to be priced about right relative to its earnings prospects after adjusting for its risks and strengths.
Result: ABOUT RIGHT
ENXTBR:CMBT PE Ratio as at Nov 2025
PE ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1437 companies where insiders are betting big on explosive growth.
Earlier we mentioned there is an even better way to understand valuation. Let’s introduce you to Narratives. A Narrative is a simple yet powerful feature that allows you to define your own story about a company by combining your outlook and assumptions on a company’s future revenue, earnings, and profit margins into one clear forecast and estimated fair value.
By connecting a company’s story directly to its financial outlook, Narratives help demystify investing decisions and make them accessible to everyone. Available on Simply Wall St’s Community page, this tool lets investors track and compare their Fair Value against the real share price, so you can quickly see whether a stock is overpriced or a bargain right now.
Narratives are kept up to date automatically as new earnings data or market news emerges, so your outlook is always current. For example, some Cmb.Tech investors believe strong regulatory support could push fair value above $200 per share, while others see more risk and set it as low as $80.
Narratives unlock a truly dynamic, personalized investing approach, allowing you to share your view and instantly respond to changing conditions. This helps you know not just what you own, but why you own it.
Do you think there’s more to the story for Cmb.Tech? Head over to our Community to see what others are saying!
ENXTBR:CMBT Community Fair Values as at Nov 2025
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 CMBT.BR.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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Companies selling illegal weight-loss drugs are amassing positive Trustpilot reviews as critics say regulatory gaps allow high-risk operators to appear credible.
A Guardian investigation found that Retatrutide UK had a score of 4.4 on the global review site, despite purporting to offer a drug that is unlicensed and illegal to sell or buy. Its website sells a 20mg retatrutide pen for £132.
It is among a number of operators promoting themselves on the review website to appear legitimate. Academics have said the findings are alarming, showing how easy it is for people to be drawn into unregulated markets.
One reviewer of Retatrutide UK on Trustpilot wrote: “So far so good. My pen arrived quickly and … First few pounds off and still feeling well with it. Would recommend.” The company did not respond to a request for a comment.
Retatrutide, which has not yet completed clinical trials, is an experimental injection developed by the US drugmaker Eli Lilly that targets three gut hormones: GLP-1, GIP and glucagon.
Early studies suggest it could help patients lose up to a quarter of their body weight, leading to it being hailed online as the next Ozempic. Ozempic is not licensed in the UK as a weight-loss drug.
Buying Retatrutide illegally, however, carries serious risks. Because the drug is still experimental, products sold online or through unofficial channels are unregulated and may not contain the correct ingredients or dosage and may not be sterilised to the correct standard.
Contaminated or incorrectly dosed injectable hormones can cause infections, dangerous blood sugar crashes, pancreatitisand cardiovascular side effects. Using an unfinished clinical-trial drug outside legitimate medical settings is unsafe and potentially life-threatening.
Alluvi Health Care, the company at the centre of a recent weight-loss drug raid by the Medicines and Healthcare products Regulatory Agency, was also reviewed on Trustpilot. The MHRA and police raided an illicit facility manufacturing and distributing unlicensed products labelled as being produced by Alluvi in October.
Alluvi Health Care, the company at the centre of a recent weight-loss drug raid by the MHRA, was also reviewed on Trustpilot. Photograph: MHRA/PA
The company nevertheless had a 3.5 Trustpilot rating, accompanied by an AI-generated summary stating: “Customers are generally satisfied with the company’s products, order processing and delivery service.” Alluvi Health Care did not respond to a request for a comment.
Another seller, operating under the name Retatide claims to be “powered by retatrutide, a cutting-edge triple-action peptide formula”. It tells customers that “people are switching daily after stalling on Mounjaro or Tirzepatide”.
Its Trustpilot page gives a 4.6 rating with a plethora of five-star reviews. When approached by the Guardian, the seller said it had “disengaged from Retatide.com and Retatrutide … several months ago”.
A separate site, Retatrutide Pens, had a 4.7-star Trustpilot rating, but its webpage displayed an “immediate closure notice”. Trustpilot’s algorithm provided an upbeat overview, saying customers “overwhelmingly had a great experience”, praising the product’s discreet packaging.
It comes as TikTok accounts offer Black Friday deals on retatrutide and similar drugs. One company posted: “Yep … it’s happening” alongside a banner advertising “20% off + free next day” delivery, using hashtags such as “ratatouille” – code for retatrutide – and “tirzepatide”. Another account advertised “reta 40mg” at 25% off.
The trading and marketing of high-risk goods and services is not allowed, according to a TikTok spokesperson. They said it had banned the hashtags #retatrutide and #reta, and would continue to remove content that violates guidelines.
Emily Rickard, of the University of Bath, who researches the political economy of the pharmaceutical industry, said: “In our research we consistently uncover advertising rule breaches across regulated online weight-loss services, exposing how weak the current safeguards are even surrounding officially approved products.
“Against that backdrop, the prevalence of illegal sellers offering unlicensed drugs like retatrutide – and presenting themselves as legitimate via glowing Trustpilot reviews – is especially alarming and dangerous. It shows how within just a few clicks people can be drawn into unsafe, unregulated markets.”
Piotr Ozieranski, a reader in sociology at Bath, said: “The regulators should move towards starting investigations into suspected unethical practices proactively and use administrative fines linked to company turnover or market share.
“Currently, it feels that the worst that can happen is that a company gets a slap on the wrist, and the public is often left unprotected.”
Chris Emmis, the co-founder of the verification firm KwikChex, said: “Rogue and criminal operators rely on social media and supposedly ‘trusted’ online reviews to persuade consumers to buy these products. Urgent action is needed.”
Trustpilot has since taken action to block all businesses highlighted in the Guardian’s investigation. It said it was an “open review platform, meaning that anyone can create a profile for a business and submit a review”, but that it removes and blocks business thatdo not align with its ethical standards.
A spokesperson said: “As with other misuse, such as review fabrication, bad actors are continuously evolving their tactics in an attempt to circumvent our detection. Alongside other high-risk industries, we continue to investigate companies selling drug-related products and evolve our processes to protect the integrity of the platform.”
A spokesperson for the MHRA said: “Public safety is the number one priority for the MHRA, and its criminal enforcement unit works hard to prevent, detect and investigate illegal activity involving medicines and medical devices and takes robust enforcement action where necessary.”
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