Wienerberger's analyst consensus price target has been revised downward by approximately EUR 0.86 to reflect updated analyst expectations of slower residential recovery and increased energy costs.
Analyst Commentary
Recent analyst updates for Wienerberger reflect a nuanced perspective on the company's outlook, highlighting both cautious and optimistic views tied to valuation, growth prospects, and operational execution.
Bullish Takeaways
- Bullish analysts are incrementally raising their price targets, which signals confidence in Wienerberger's medium-term value despite near-term challenges.
- Increases in target prices suggest analysts see potential for upside if sector dynamics stabilize or improve.
- Maintaining ratings at a steady level indicates belief in the company’s resilience and adaptability as market conditions change.
- Long-term conviction in Wienerberger’s business model remains even as analysts acknowledge short-term volatility.
Bearish Takeaways
- Bearish analysts point to slower than expected recovery in residential construction, which may weigh on near-term growth rates and topline performance.
- Rising energy costs continue to impact Wienerberger’s cost base, putting pressure on margins and contributing to negative price and cost dynamics.
- Volume expectations have been revised downward as analysts factor in challenging market conditions, which increases caution around execution risk.
- These headwinds are reflected in more conservative consensus price targets, which signals some restraint in forward-looking optimism.
What's in the News
- Wienerberger completed the repurchase of 2,250,000 shares, representing 2.03% of its share capital, for €63.1 million under the buyback program announced on October 15, 2024 (Key Developments).
- From April 1, 2025 to June 30, 2025, the company reported no further shares repurchased during this tranche, maintaining its total under the current buyback (Key Developments).
Valuation Changes
- Fair Value Estimate has decreased from €34.53 to €33.67, reflecting a modest downward revision in analyst assessments.
- Discount Rate has risen slightly, moving from 8.00% to 8.05%.
- Revenue Growth projection has edged down from 3.35% to 3.34% annually.
- Net Profit Margin expectation has decreased marginally from 8.40% to 8.30%.
- Future P/E Ratio is now forecast at 10.58x, down from the prior estimate of 10.70x.
Disclaimer
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