Sum Up The Parts: ESML Could Be Worth $50


Joel Kornblau, Editor, ETF Channel - Tuesday, August 12, 2025, 7:43 AM

At an office desk, the monitor is open to an ETF Market Overview heatmap, and there is a notepad on the desk with investment allocation notes; on the wall, a sign says Discipline, Diversification, Discovery.

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares ESG Aware MSCI USA Small-Cap ETF (ESML), we found that the implied analyst target price for the ETF based upon its underlying holdings is $49.84 per unit.

With ESML trading at a recent price near $41.83 per unit, that means that analysts see 19.16% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of ESML's underlying holdings with notable upside to their analyst target prices are IDEAYA Biosciences Inc (IDYA), Klaviyo Inc (KVYO), and CRISPR Therapeutics AG (CRSP). Although IDYA has traded at a recent price of $22.84/share, the average analyst target is 102.34% higher at $46.21/share. Similarly, KVYO has 48.99% upside from the recent share price of $30.07 if the average analyst target price of $44.80/share is reached, and analysts on average are expecting CRSP to reach a target price of $80.74/share, which is 45.71% above the recent price of $55.41. Below is a twelve month price history chart comparing the stock performance of IDYA, KVYO, and CRSP:

IDYA, KVYO, and CRSP Relative Performance Chart

Below is a summary table of the current analyst target prices discussed above:

Name Symbol Recent Price Avg. Analyst 12-Mo. Target % Upside to Target
iShares ESG Aware MSCI USA Small-Cap ETF ESML $41.83 $49.84 19.16%
IDEAYA Biosciences Inc IDYA $22.84 $46.21 102.34%
Klaviyo Inc KVYO $30.07 $44.80 48.99%
CRISPR Therapeutics AG CRSP $55.41 $80.74 45.71%

Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.

The average analyst target price data upon which this article was based, is courtesy of data provided by Zacks Investment Research via Quandl.com.
Get the latest Zacks research report on IDYA — FREE
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