SP Angel Reiterates Anglo American plc

SP Angel reiterated a "Buy" recommendation for Anglo American plc (OTCPK:NGLOY) on September 25, 2025, with an average one-year price target of $17.42/share, indicating a 15.50% upside from its latest closing price of $15.08. This positive outlook is underpinned by projected annual revenue of $37,296MM, a 39.89% increase, and a projected non-GAAP EPS of $4.35, signaling strong expected financial performance.

Analysis

Anglo American plc (OTCPK:NGLOY) has received a reaffirmed 'Buy' recommendation from SP Angel, supported by a consensus one-year price target of $17.42, which implies a potential 15.50% upside from its last closing price of $15.08. This bullish analyst stance is underpinned by significant growth projections, including an anticipated 39.89% increase in annual revenue to $37,296MM and a projected non-GAAP EPS of $4.35. The price target forecasts, while positive on average, exhibit a wide dispersion, ranging from a low of $13.51 to a high of $22.48, signaling varied analyst expectations regarding the company's future performance. The stock also shows established institutional interest, with holdings noted from firms such as ActivePassive International Equity ETF (66K shares) and Corient IA (35K shares), providing a degree of validation for the current valuation and outlook.

Key Decisions for Investors

• Given the reiterated 'Buy' recommendation and a consensus price target indicating a 15.50% upside, investors may consider the stock an attractive entry point, especially if aligned with the strong projected revenue and EPS growth.
• Investors should monitor the company's ability to execute on its growth strategy, as achieving the projected 39.89% revenue increase will be critical to realizing the analyst price targets.
• The wide forecast range between $13.51 and $22.48 suggests notable uncertainty; therefore, it is prudent to assess the underlying commodity market drivers and company-specific catalysts that could push the valuation toward either end of this spectrum.