Iluka Resources Stock Forecast

Stock Price Forecast

According to 10 analysts polled by S&P Global, Iluka Resources stock has a consensus rating of "Buy" and an average price target of $8.03. The average 1-year stock price forecast is 15.87% higher than the current stock price, while the lowest is $6.65 (-4.04%) and the highest is $9.50 (+37.09%).

Price Target: $8.03 (+15.87%)

Analyst Consensus: Buy

Price Target

Chart

Target	Low	Average	Median	High
Price	$6.65	$8.03	$8.20	$9.50
Change	-4.04%	+15.87%	+18.33%	+37.09%

Analyst Ratings

The average analyst rating for Iluka Resources stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Chart

Rating	Mar '26	Apr '26	May '26	Jun '26	Jul '26	Aug '26
Strong Buy	4	3	4	5	5	5
Buy	2	2	1	2	2	2
Hold	3	5	5	3	3	2
Sell	0	0	0	0	0	0
Strong Sell	1	0	0	0	0	0
Total	10	10	10	10	10	9

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Jonathan Sharp J.P. Morgan	J.P. Morgan	Hold Maintains $6.80 → $6.90	Hold	Maintains	$6.80 → $6.90	-0.43%	Jul 31, 2026
Matthew Hope Ord Minnett	Ord Minnett	Buy Maintains $8.50	Buy	Maintains	$8.50	+22.66%	Jul 29, 2026
Rahul Anand Morgan Stanley	Morgan Stanley	Buy Maintains $7.95 → $8.15	Buy	Maintains	$7.95 → $8.15	+17.60%	Jul 29, 2026
Victor German GFA Macquarie	Macquarie	Buy Maintains $8.00	Buy	Maintains	$8.00	+15.44%	Jul 29, 2026
Reg Spencer Canaccord Genuity	Canaccord Genuity	Buy Maintains $8.45 → $7.50	Buy	Maintains	$8.45 → $7.50	+8.23%	Jul 28, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

917.55M

from 1.02B

-9.64%

from 1.02B

Revenue Next Year

1.12B

from 917.55M

22.14%

from 917.55M

EPS This Year

-0.18

from 0.18

EPS Next Year

-0.29

from -0.18

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	1.33B	1.61B	1.29B	1.17B	1.02B	917.55M
Revenue Growth	33.56%	21.57%	-19.88%	-9.35%	-13.24%	-9.64%
Operating Income	486.80M	683.60M	416.80M	285.00M	-41.50M	2.22M
Net Income	364.90M	584.50M	342.60M	231.30M	-288.40M	-108.83M
EPS	-	-	-	-	0.18	-0.18
Dividend / Share	0.24	0.45	0.07	0.08	0.05	0.06
Dividend Growth	1,100.00%	87.50%	-84.44%	14.29%	-37.50%	17.94%
Free Cash Flow	349.75M	413.66M	-21.84M	-189.88M	-410.25M	-415.06M
No. Analysts	-	-	-	-	-	2

EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is AUD.

Revenue Forecast

Chart

Revenue	2026	2027	2028
High	935.8M
Avg	917.6M
Low	899.3M

Revenue Growth

Chart

Revenue Growth	2026	2027	2028
High	-7.8%
Avg	-9.6%
Low	-11.4%

EPS Forecast

Chart

EPS	2026	2027	2028
High	-0.02
Avg	-0.18
Low	-0.36

EPS Growth

Chart

EPS Growth	2026	2027	2028
High	-
Avg	-
Low	-