Analyst 52W Price Targets
$8.57Current
$11Low
$12.2Average
$13.4High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 11, 2026. Not an FN2 forecast.
Suzano S.A. · SUZ · FY2024 Q3 · Calendar Q4 2024
Suzano: Strong EBITDA, lower capex plans, and logistics risks
Suzano's Q3 2024 analysis supports a constructive but conditional view: operational improvements, Ribas ramp-up, acquisitions, and deleveraging provide support, while logistics, pricing, FX, and leverage remain material checks.
Reported Before market openNYSEBasic Materials
$10.59B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.46
Consensus —
EPS surprise
—
Reported versus consensus
Reported revenue
$2.25B
Consensus $2.16B
Revenue surprise
+4.2%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.6%
Event window
SPY move
+0.2%
Same window
Abnormal move
+0.4%
Stock minus SPY
Volume
1.0×
Versus trailing sessions
Subsequent drift
+3.5%
Up to 20 sessions
SUZSPY benchmark
Ask FN2 about SUZ FY2024 Q3
Transcript, numbers and history already loaded
What drove SUZ's +0.6% move after FY2024 Q3 earnings?What changed in SUZ's guidance and outlook in FY2024 Q3?Give me the bull and bear case for SUZ after FY2024 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the company had closed the Lenzing and forestry transactions, Ribas delivered an 8% learning-curve improvement above forecast, and capex expectations shifted lower for 2025. The analysis also emphasizes record EBITDA, 3.1x leverage, and ongoing export-logistics constraints.
Guidance delta
Management guidance sentiment was maintained; the analysis points to lower 2025 capex and continued deleveraging.
Key takeaways
- The analysis describes record Q3 2024 EBITDA, supported by higher sales volumes and favorable FX.
- Net debt leverage fell to 3.1x, with continued deleveraging a stated priority.
- Ribas mill ramp-up and recent acquisitions are central to the value-creation case.
- Export logistics bottlenecks, lower paper prices, and FX remain key constraints.
Management priorities
- Complete the Ribas mill ramp-up and improve cash costs.
- Extract value from Lenzing and U.S. packaging assets.
- Continue deleveraging and selective share buybacks.
- Reduce capex in 2025 while focusing on seasonal demand and operating efficiency.
Follow SUZ with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Named analyst price targets
Upside is calculated against the persisted current price $8.57. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Francisco Barbosa | $13.4 | $9.45 | +56.4% | Feb 5, 2026 |
| Bradesco | Thiago Lofiego | $11 | $9.71 | +28.4% | Aug 24, 2022 |
Track every rating change on SUZ the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSuzano S.A. is a prominent global producer and seller of eucalyptus pulp and paper products, with operations extending internationally from its base in Brazil. Its core business is structured around distinct Pulp and Paper segments. The company's extensive product portfolio includes various types of paper, such as coated and uncoated printing and writing papers, paperboards, and tissue products. Additionally, Suzano supplies market and fluff pulps, along with lignin and its byproducts. Beyond these traditional offerings, Suzano maintains a diverse range of other ventures. These encompass the research, development, and production of biofuel, the operation of port terminals, and involvement in power generation and distribution.…
Historical context
All SUZ earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RPM RPM International Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.5% | +3.2% | RPM posts record quarter, but input costs narrow the outlook |
Latest beats and misses
Who reports nextBeat on EPS
Get the SUZ recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-10T18:38:36.707185+00:00
- Polygon adjusted daily market bars · 2026-10-11T11:40:44.861890+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-11T11:40:44.859028+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-11. For educational purposes only; not investment advice.