10:30 AM EDT, 10/24/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We adjust our 12-month target price to USD63 (from USD56), valuing BHP at 2.61x FY 26 P/BV, a 10% discount to its five-year mean (2.91x), reflecting commodity price headwinds, partially offset by copper growth potential. BHP delivered strong FY 25 performance as net profit grew by 14% Y/Y to USD9.0 billion due to solid operational and cost leadership, while revenue declined 8% Y/Y to USD51.3 billion despite achieving record copper production exceeding 2.0 million tonnes (up 8%). However, we expect revenue to fall by 1% in FY 26 and decline further by 2.5% in FY 27 due to iron ore price pressure around USD100/ton (in our estimate) amid China's real estate downturn and oversupply concerns. We remain optimistic on copper fundamentals given energy transition demand but cautious on iron ore (44.7% of FY 25 revenue) due to high Chinese inventories. We adjust our EPS forecast for FY 26 to USD4.18 (from USD4.10) and our FY 27 EPS estimate to USD4.08 (from USD4.02) supported by copper strength and operational improvements.