CSL.AX Stock Today: January 28 Analyst Targets Signal 30% Upside
The CSL share price is back in focus after analysts flagged around 30% upside into upcoming results. At A$182.29, CSL.AX rose 2.17% today, yet sits 34.08% lower year on year. A CMC Markets survey points to an A$234 average 12‑month target, while RBC just upgraded to Outperform on valuation. With first‑half numbers due 10 February, we think the CSL share price path hinges on flu vaccine demand, margin recovery, and clarity on Seqirus strategy.
Analyst targets point to 30% upside
A recent CMC Markets survey shows 8 Buy and 3 Hold ratings, with an A$234 average 12‑month target and a A$189 to A$285 range. That implies roughly 30% upside from today’s CSL share price. Investors will look for confirmation in February results as forecasts firm. See the latest round‑up from The Motley Fool AU for context source.
RBC upgraded CSL to Outperform, citing a valuation opportunity after the drawdown. The broker sees catalysts from margin repair and steady demand across plasma and vaccines. UBS has also noted profit support from cost saves and demand normalisation. Read the RBC upgrade details here source.
What the market is pricing today
The CSL share price closed at A$182.29, up 2.17% on the day, with a A$181.11 to A$184.62 range. It is up 4.45% YTD but down 34.08% over 12 months. RSI sits at 45.92 and ADX at 23.33, suggesting a stabilising trend. Price is above the 50‑day average of A$177.53 but below the 200‑day at A$216.36, a common repair phase setup.
CSL trades on a 19.65x PE, a 2.52% dividend yield, and 13.33x EV‑to‑EBITDA. TTM net margin is 19.64% with ROE at 16.01%. Balance sheet flexibility looks solid with a 2.46x current ratio and 7.87x interest cover. For context, the CSL.AX price target spread implies differing views on how fast margins and cash conversion normalise.
Catalysts to watch into 10 February results
Investors will watch influenza vaccine demand and guidance from Seqirus. Discussion around a potential Seqirus spin‑off has paused, but any update on strategy or capital allocation could move the CSL share price. Stronger Northern Hemisphere uptake and mix can support revenue and margins. Clear commentary on pricing and manufacturing efficiency will be key signals.
For CSL Behring, collection volumes, yield improvements and cost‑out progress drive the earnings bridge. TTM operating margin is 21.81%, and inventory days at 302 indicate normalising supply. Management commentary on further efficiencies can support consensus. UBS has highlighted cost savings and demand as profit supports, which would help validate the recovery embedded in targets.
Final Thoughts
Analysts see room for the CSL share price to recover, with an A$234 average target and a wide A$189 to A$285 range. Today’s valuation at 19.65x PE, a 2.52% yield, and solid balance sheet metrics suggest the market is discounting execution risk but open to upside if momentum improves. Into 10 February, we would track flu vaccine orders and pricing, plasma collection trends, and margin guidance across Behring and Seqirus. A clear path to cost savings and cash conversion can close the gap to the CSL.AX price target range. Meyka’s system grade is B+ (Buy). As always, size positions prudently and reassess after results.
FAQs
Why are analysts positive on CSL now?
Valuation has reset after a 34% one‑year fall, while brokers cite improving demand, cost savings, and margin repair. A CMC Markets survey shows 8 Buy and 3 Hold ratings with an A$234 average target, implying about 30% upside if execution holds and guidance on vaccines and plasma is supportive.
When is CSL reporting and what should I watch?
First‑half results are due on 10 February 2026. Focus on flu vaccine demand and pricing, plasma collection volumes and yields, margin guidance, and cash conversion. Any update on Seqirus strategy and capital allocation could shift sentiment and the CSL share price outlook for the rest of FY26.
What is the status of the Seqirus spin-off and why does it matter?
Discussion around a Seqirus spin‑off is paused. Investors want clarity on long‑term strategy, investment needs, and capital returns from the vaccines unit. Updates could impact valuation by changing growth and margin profiles, which in turn influences the CSL share price and the spread of broker targets.
What technical levels are important right now?
Near term, watch A$177.53 as the 50‑day average, A$216.36 at the 200‑day, and Bollinger upper band near A$182.32. Intraday resistance is A$184.62 with support around A$181. A firm close above A$185 could strengthen momentum, while losing A$177 may invite a retest of recent lows.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
