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The latest research on Coronado Global Resources resets the price target to A$0.37 from A$0.40, reflecting updated assumptions for key commodities such as PLV met coal and Newcastle thermal coal. Analysts describe a mix of optimism and caution around this change, with the revised target and Hold stance indicating that current pricing is seen as broadly aligned with refreshed fair value estimates. As you read on, you will see how this evolving narrative shapes the way investors might track Coronado from here.

Stay updated as the Fair Value for Coronado Global Resources shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Coronado Global Resources.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

UBS has taken a more positive stance on Coronado Global Resources, upgrading the shares and signaling increased confidence compared with its previous view. The upgrade from UBS suggests that, at current levels, some analysts see room for the share price to better reflect the company’s position within the Australia metals and mining group.

🐻 Bearish Takeaways

Jefferies lowered its price target to A$0.37 from A$0.40 and kept a Hold rating, indicating that, in its view, the stock is close to fair value under its refreshed commodity assumptions. The Jefferies update, which adjusted longer term forecasts for PLV met coal and Newcastle thermal coal alongside other commodities, signals that the firm is cautious on how commodity price assumptions feed into Coronado’s valuation.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!ASX:CRN 1-Year Stock Price Chart

We've flagged 1 risk for Coronado Global Resources. See which could impact your investment.

What's in the News

CEO Douglas G. Thompson has informed Coronado Global Resources that he will resign as Chief Executive Officer to pursue new opportunities, with timing of his departure still to be determined while he supports a transition period. Coronado has issued FY26 guidance for saleable production of 16 Mt to 17 Mt and forecast average mining cash costs per tonne produced in a range of $88 to $96. The company expects FY26 capital expenditure of $150 million to $175 million, reflecting completion of major expansion projects and a shift to sustaining development at Curragh and Buchanan after FY25 cash conservation. Unaudited results for the quarter ended December 31, 2025 show ROM production of 6.9 Mt and saleable production of 4.3 Mt, while operations at the Mammoth Underground Mine in Queensland remain suspended following a fatal incident on January 2, 2026.

Story Continues

How This Changes the Fair Value For Coronado Global Resources

Fair value moves from A$0.37 in the prior model to A$0.43 in the updated work. Revenue growth assumption adjusts from 8.70% previously to 8.48% now. Net profit margin shifts from 3.92% previously to 4.04% in the new estimates. Future P/E changes from 6.22x in the earlier assumptions to 6.97x now. Discount rate is set at 11.93%, compared with 11.48% in the previous model.

Never Miss an Update: Follow The Narrative

Narratives link a company's real world story to a financial forecast and fair value, so you can see how key events and assumptions fit together. They refresh as new data, guidance, and analyst views come through.

Head over to the Simply Wall St Community and follow the Narrative on Coronado Global Resources to stay up to date on:

How expansion projects at Mammoth and Buchanan, along with operational upgrades, could influence future production volumes and margins. What the narrative assumes about global steel demand, supply constraints in high quality metallurgical coal, and Coronado's efforts to keep cutting costs. Key risks around decarbonization policies, future cost pressures, and the possibility that execution on growth projects or market conditions differs from analyst expectations.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CRN.AX.

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