Analyst 52W Price Targets
$8.4Current
$11Low
$12.2Average
$13.4High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 2026. Not an FN2 forecast.
Suzano S.A. · SUZ · FY2024 Q4 · Calendar Q1 2025
Suzano posts strong quarter while pulp and logistics risks remain
The quarter strengthens the operating case through record sales and EBITDA, high pulp volumes, lower cash costs, and acquisition integration progress. The next test is whether these gains persist through maintenance, tight logistics, pulp-market volatility, European weakness, and continued deleveraging.
Reported Session unavailableNYSEBasic Materials
$10.42B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus —
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.13B
Revenue surprise
—
Reported versus consensus
Market reaction
close-to-close (session unavailable)
Stock move
-0.7%
Event window
SPY move
+0.1%
Same window
Abnormal move
-0.8%
Stock minus SPY
Volume
1.5×
Versus trailing sessions
Subsequent drift
-5.0%
Up to 20 sessions
SUZSPY benchmark
Ask FN2 about SUZ FY2024 Q4
Transcript, numbers and history already loaded
What drove SUZ's -0.7% move after FY2024 Q4 earnings?What changed in SUZ's guidance and outlook in FY2024 Q4?Give me the bull and bear case for SUZ after FY2024 Q4 earnings.
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Transcript intelligence
What changed
The current analysis adds record fourth-quarter sales and EBITDA, all-time-high pulp volumes, lower year-on-year cash costs, and progress integrating Pactiv Evergreen into Suzano Packaging US. It also identifies new near-term pressure from scheduled mill maintenance, tight inventories and logistics, while guidance remains maintained.
Guidance delta
Management maintained its outlook. The analysis highlights 2025 capex of R$12.4bn, including R$7.8bn for maintenance, and a leverage target below 2.9×.
Key takeaways
- Record sales and EBITDA were accompanied by leverage of 2.9× and lower cash costs.
- Pactiv Evergreen integration and Suzano Packaging US turnaround are progressing.
- Tight inventories, logistics constraints, planned maintenance, and European weakness remain offsets.
Management priorities
- Continue deleveraging toward leverage below 2.9×.
- Execute the 2025 capex plan and scheduled maintenance.
- Improve Suzano Packaging US and pursue downstream value creation.
- Expand tissue and fluff capacity while evaluating longer-term pulp and power projects.
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Named analyst price targets
Upside is calculated against the persisted current price $8.4. 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 | +59.5% | Feb 5, 2026 |
| Bradesco | Thiago Lofiego | $11 | $9.71 | +31.0% | Aug 24, 2022 |
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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 | — | +1.6% | RPM posts record Q1 results as inflation pressures margins |
| HMY Harmony Gold Mining Company Limited | FY2026 Q4 · Calendar Q3 2026 | 0.0% | -6.2% | Harmony Gold posts record FY2026 while Eva Copper risks remain |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-12T00:00:51.428704+00:00
- Polygon adjusted daily market bars · 2026-10-06T20:40:47.338856+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T20:40:47.335530+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 2026-10-06. For educational purposes only; not investment advice.