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Ball (BALL) has an average rating of overweight and mean price target of $71.38, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $4 to $72, as we roll our valuation base forward from 2026 to 2027, partly offset by a lower forward P/E multiple (16.5x vs. 17.2x), which we think is warranted by margin pressures. We raise our 2026 EPS estimate by $0.02 to $3.97 but trim 2027's by $0.10 to $4.37. BALL remains well positioned in the global aluminum beverage can market, benefiting from secular tailwinds as aluminum continues gaining share versus alternative substrates. BALL's resilient business model features pass-through mechanisms for aluminum and other costs, providing margin protection in inflationary environments. Management targets 10%+ annual EPS growth and expects over $900M in FCF for 2026 while returning $800M to shareholders. BALL operates at high utilization (mid- to high-90s) with strong visibility - over 90% sold for 2027 and 50%+ contracted through decade-end. The Millersburg plant ramp in 2027 adds capacity to support long-term customer partnerships, particularly in fast-growing energy drinks.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ball delivered Q1 2026 EPS of $0.94 (+22.1% Y/Y), beating consensus by $0.10, with sales rising 16.3% to $3.60B, led by higher volumes and aluminum pass-through pricing. Comparable operating earnings advanced 9.9% to $387M, though lagging revenue growth highlights that margin expansion remains a work in progress. We view the volume momentum as positioning Ball favorably, with EMEA delivering particularly strong performance (+20.7% operating earnings) reflecting sustainability-led aluminum conversion. Management reaffirmed 2026 guidance for 10%+ EPS growth and FCF exceeding $900M. Leverage increased to 3.39x due to seasonal working capital but should decline as the company progresses toward FCF targets, while maintaining $800M shareholder return commitment. We expect Q2-Q3 results to provide clearer evidence of operational leverage materializing, as we project EBITDA margins to improve from 15.3% in 2026 to 16.0% in 2027 as the $500M productivity program completes and capacity optimization takes effect.
Ardagh Metal Packaging's (AMBP) Q1 earnings "beat" and reiterated 2026 outlook point to resilient demand, pricing power and "limited" inflation impact across the beverage can sector, providing positive read-throughs for Ball (BALL) and Crown (CCK), RBC Capital Markets said in a report emailed Monday.The firm said "strong" energy drink and non-alcoholic beverage trends, along with potential tailwinds from global events such as the World Cup, could support low-single-digit volume growth in 2026, while companies are expected to pass through "higher aluminum" costs.The company's Q1 results beat estimates by about 10%, driven by "input cost recovery" and "gains from revaluation of hedges in Europe," though global shipments were slightly down, reflecting North America weakness, the report said.Looking ahead, the firm raised earnings before interest, taxes, depreciation, and amortization estimates for Q2, 2026 and 2027 to $215 million, $765 million and $790 million, respectively, citing solid volume growth and strength in Europe and Brazil, though second-half performance could be pressured by rising raw material costs and "European freight hedge reversal," according to the report.RBC has a sector perform rating on Ardagh Metal Packaging with a price target of $5.
Ball (BALL) has an average rating of overweight and mean price target of $71.46, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
