Update shared on 05 Nov 2025
Fair value Increased 15%Analysts have raised their price target for AT & S Austria Technologie & Systemtechnik from €16.66 to €19.20. This reflects improved growth and profitability expectations, supported by recent positive research updates.
Analyst Commentary
Bullish analysts have recently strengthened their outlook for AT & S Austria Technologie & Systemtechnik, pointing to improved performance drivers and valuation prospects. Below is a summary of their key views:
Bullish Takeaways- Positive assessment of the company's earnings and margin trajectory, reflecting renewed confidence in profitability improvements.
- Upgraded recommendations are supported by a higher price target, suggesting upside potential in the current valuation.
- Growth forecasts have been adjusted upward, which indicates expectations of stronger demand in the core business segments.
- Operational execution is seen as a differentiator and supports a more constructive stance on the long-term outlook.
- Some caution remains regarding the sustainability of recent growth momentum in a changing macroeconomic landscape.
- Uncertainties tied to cost pressures and supply chain disruptions could impact profitability if these factors are not managed proactively.
- Valuation levels, although adjusted higher, may limit further immediate upside if execution does not continue to deliver consistently.
What's in the News
- Erste Group has upgraded AT&S Austria Technologie to Buy from Accumulate with a EUR 40 price target (Periodicals).
- The company is entering the defense market, aiming to strengthen its economic foundation and meet strategic long-term planning needs through innovation and adherence to international standards (Key Developments).
- AT&S is preparing its Leoben facilities for defense production and ensuring compliance with Austrian and EU legal requirements (Key Developments).
- CFO Petra Preining will step down on August 31, 2025. The Finance team will manage interim responsibilities while the search for a successor is underway (Key Developments).
Valuation Changes
- Fair Value Estimate has increased from €16.66 to €19.20, reflecting a notable upward revision.
- Discount Rate remains unchanged at 11.07%, indicating stable risk assumptions in valuation models.
- Revenue Growth projections have risen from 12.84% to 14.56%, suggesting improved expectations for top-line expansion.
- Net Profit Margin forecast has advanced from 0.81% to 1.02%, pointing to anticipated improvements in profitability.
- Future P/E Ratio has declined from 45.6x to 39.8x. This indicates a more favorable earnings outlook relative to share price.
Disclaimer
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