Analyst 52W Price Targets
$8.52Current
$11Low
$12.2Average
$13.4High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 2, 2026. Not an FN2 forecast.
Suzano S.A. · SUZ · FY2025 Q1 · Calendar Q2 2025
Suzano: Packaging improves as deleveraging remains central
The supplied analysis supports a cautiously constructive view of Suzano's operating trajectory: packaging momentum and efficiency efforts are positives, but leverage, pulp pricing, trade uncertainty, and capital-allocation discipline remain material constraints.
Reported Before market openNYSEBasic Materials
$10.26B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus —
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $12.07B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+0.9%
Event window
SPY move
+0.7%
Same window
Abnormal move
+0.2%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
+6.5%
Up to 20 sessions
SUZSPY benchmark
Ask FN2 about SUZ FY2025 Q1
Transcript, numbers and history already loaded
What drove SUZ's +0.9% move after FY2025 Q1 earnings?What changed in SUZ's guidance and outlook in FY2025 Q1?Give me the bull and bear case for SUZ after FY2025 Q1 earnings.
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Transcript intelligence
What changed
Relative to the prior-quarter analysis, packaging momentum became more visible, with EBITDA improving 67% quarter over quarter and approaching breakeven in the second half of 2025. Inventories normalized, while maintenance-related cost pressure and leverage kept deleveraging central.
Guidance delta
Management's guidance sentiment was maintained; no change was identified in the supplied analysis.
Key takeaways
- Q1 performance was described as in line with plan despite maintenance-related cost pressure.
- Packaging EBITDA improved 67% quarter over quarter and moved toward breakeven in the second half of 2025.
- Management emphasized cost reduction, cautious capital allocation, and deleveraging amid trade uncertainty.
Management priorities
- Reduce cash production costs and SG&A expenses.
- Maintain cautious capex and evaluate high-return projects.
- Keep net debt to EBITDA below 3x while pursuing deleveraging.
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Named analyst price targets
Upside is calculated against the persisted current price $8.52. 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 | +57.4% | Feb 5, 2026 |
| Bradesco | Thiago Lofiego | $11 | $9.71 | +29.2% | 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 |
|---|---|---|---|---|
| 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
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- 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 · 2025-04-24T00:01:17.206701+00:00
- Polygon adjusted daily market bars · 2026-10-02T17:56:08.418482+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-02T17:56:08.415838+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 2026-10-02. For educational purposes only; not investment advice.