Iluka Resources Stock Forecast

Stock Price Forecast

According to 9 analysts polled by S&P Global, Iluka Resources stock has a consensus rating of "Buy" and an average price target of $8.09. The average 1-year stock price forecast is 20.93% higher than the current stock price, while the lowest is $5.25 (-21.52%) and the highest is $9.50 (+42.00%).

Price Target: $8.09 (+20.93%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$5.25	$8.09	$8.40	$9.50
Change	-21.52%	+20.93%	+25.56%	+42.00%

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

Rating	Feb '26	Mar '26	Apr '26	May '26	Jun '26	Jul '26
Strong Buy	3	4	3	4	5	4
Buy	2	2	2	1	2	2
Hold	3	3	5	5	3	3
Sell	0	0	0	0	0	0
Strong Sell	1	1	0	0	0	0
Total	9	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 $7.10 → $6.80	Hold	Maintains	$7.10 → $6.80	+1.64%	Jul 7, 2026
Matthew Hope Ord Minnett	Ord Minnett	Buy Maintains $9.00 → $8.50	Buy	Maintains	$9.00 → $8.50	+27.06%	Jul 6, 2026
Rahul Anand Morgan Stanley	Morgan Stanley	Buy Maintains $7.95	Buy	Maintains	$7.95	+18.83%	Jun 30, 2026
Reg Spencer Canaccord Genuity	Canaccord Genuity	Buy Upgrades $8.10 → $8.45	Buy	Upgrades	$8.10 → $8.45	+26.31%	Jun 24, 2026
Austin Yun Macquarie	Macquarie	Buy Maintains $8.40 → $8.00	Buy	Maintains	$8.40 → $8.00	+19.58%	Jun 23, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

774.01M

from 1.02B

-23.77%

from 1.02B

Revenue Next Year

1.17B

from 774.01M

51.17%

from 774.01M

EPS This Year

-0.29

from 0.18

EPS Next Year

-0.35

from -0.29

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	774.01M
Revenue Growth	33.56%	21.57%	-19.88%	-9.35%	-13.24%	-23.77%
Operating Income	486.80M	683.60M	416.80M	285.00M	-41.50M	-30.18M
Net Income	364.90M	584.50M	342.60M	231.30M	-288.40M	-150.24M
EPS	-	-	-	-	0.18	-0.29
Dividend / Share	0.24	0.45	0.07	0.08	0.05	0.06
Dividend Growth	-	87.50%	-84.44%	14.29%	-37.50%	22.10%
Free Cash Flow	349.75M	413.66M	-21.84M	-189.88M	-410.25M	-510.72M
No. Analysts	-	-	-	-	-	2

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

Revenue Forecast

Revenue	2026	2027	2028
High	802.2M
Avg	774.0M
Low	745.8M

Revenue Growth

Revenue Growth	2026	2027	2028
High	-21.0%
Avg	-23.8%
Low	-26.5%

EPS Forecast

EPS	2026	2027	2028
High	-0.09
Avg	-0.29
Low	-0.52

EPS Growth

EPS Growth	2026	2027	2028
High	-
Avg	-
Low	-