URGENT UPDATE: CSL Ltd (ASX: CSL) shares closed at $170.00 this afternoon, marking a 1.02% increase. However, the shares have plummeted 40.5% since this time last year. Analysts are now bullish, predicting that CSL shares could soar past $270 by 2026.
The latest trading data reveals that CSL has faced significant challenges in 2025, suffering a steep decline following a surprise restructure announcement in mid-August. The company’s share price hit a seven-year low of $170.77 in late October after a downgrade of its FY26 revenue and profit growth forecasts.
CSL initially projected revenue growth of 4-5% for FY26, but this was cut to 2-3%. Similarly, net profit after tax before amortisation (NPATA) growth forecasts were revised down from 7-10% to 4-7%. The shares have fallen nearly 100% from their mid-August peak, highlighting the urgency of the situation.
Despite these setbacks, CSL’s core business remains robust, and demand for its biotherapies and vaccines continues to grow globally. The company is entering a critical investment phase that analysts believe could enhance its financial performance, potentially restoring investor confidence.
According to TradingView, out of 18 analysts, 13 have issued a buy or strong buy rating on CSL shares. The average target price stands at $232.03, indicating a potential upside of 36.49%. Some experts project an even more optimistic scenario, suggesting the shares could climb to $271.37 by 2026, representing a 59.63% increase from today’s closing price.
Morgan Stanley has reaffirmed its overweight rating and set a price target of $256.00, expressing confidence in CSL’s recovery potential. Meanwhile, UBS has labeled CSL shares as materially undervalued and set a buy rating with a price target of $275.00.
As investors weigh their options, the question remains: should you invest in CSL right now? While some experts remain cautious, the growing optimism around CSL’s future suggests that the biotech giant may soon turn the tide.
Stay tuned for more updates as this story develops. As always, consult with financial advisors before making investment decisions.
