
ESAB Corp (ESAB) Stock Forecast & Price Target
ESAB Corp (ESAB) Analyst Ratings
Bulls say
ESAB has demonstrated strong revenue growth and strategic execution, generating approximately $2.7 billion in revenue in 2024, while achieving notable run-rate EBITDA margin expansion of around 400 basis points. The management team is focusing on increasing market share and enhancing margins, with recent performance indicating high single-digit growth in the equipment business despite flat organic revenue. Furthermore, ESAB's advantageous position in emerging markets, combined with opportunities for product mix enhancement and a scalable gas equipment platform, supports a positive long-term outlook for core volume growth and EBITDA margins nearing the mid-20s over the strategic plan horizon.
Bears say
ESAB’s 2025 guidance fell below consensus expectations for revenue and EPS, which has contributed to a decline in share performance, reflecting concerns about the company’s future growth prospects. The outlook is further exacerbated by a significant deterioration in global industrial demand and potential challenges in key international markets such as India and the Middle East, indicating vulnerabilities in ESAB's market positioning. Additionally, missteps in the company’s M&A strategy have eroded investor confidence, raising risks that could adversely impact investment returns and overall financial stability.
This aggregate rating is based on analysts' research of ESAB Corp and is not a guaranteed prediction by Public.com or investment advice.
ESAB Corp (ESAB) Analyst Forecast & Price Prediction
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