Update shared on 15 Nov 2025
Fair value Increased 0.016%Analysts have modestly raised their price target for ABB from $55.45 to $55.45, reflecting slight improvements in revenue growth expectations and a lowered discount rate. They note that much of the company's strengths are already factored into the current share price.
Analyst Commentary
Bullish Takeaways
- Analysts recognize incremental improvements in ABB's revenue growth outlook, which supports slightly higher valuation targets.
- Some see continued progress in ABB's execution and strategic positioning as contributing positively to long-term potential.
- Recent coverage has included price targets above current levels, reflecting a measured optimism about the company's prospects.
Bearish Takeaways
- Bears argue that much of ABB's underlying strengths are already reflected in the current share price, which may limit further upside.
- There is caution that the positives around the company may be fully priced in, reducing the attractiveness for new investors.
- Some analysts initiate coverage with ratings that indicate skepticism regarding ABB's ability to outperform, citing valuation concerns.
- Muted enthusiasm suggests that despite incremental improvements, the path for significant growth from this point remains challenging.
What's in the News
- ABB has secured a contract from the Canadian Space Agency for the conceptual development of the TICFIRE instrument, which is part of the HAWC satellite mission to advance climate science and global environmental monitoring (Key Developments).
- Christian Nilsson will succeed Timo Ihamuotila as ABB's CFO and join the Executive Committee in February 2026, supporting a smooth leadership transition (Key Developments).
- ABB completed a significant share buyback, purchasing 17,085,675 shares for $990 million under the program announced in February 2025 (Key Developments).
- A strategic alliance was announced with NVIDIA to develop next-generation gigawatt-scale data centers, with a focus on innovative power distribution and efficiency solutions for future AI workloads (Key Developments).
- ABB expanded its global manufacturing footprint with new or enhanced facilities in the U.K. and U.S., aiming to boost R&D and production capacity for advanced electrification solutions and lightning protection products (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $55.45 to $55.45, indicating a minor upward adjustment in perceived fair value.
- Discount Rate has decreased modestly from 6.04% to 5.97%, reflecting slightly lower perceived risk in ABB's future cash flows.
- Revenue Growth expectations have edged up from 6.31% to 6.32%, suggesting analysts are incrementally more optimistic about ABB's sales outlook.
- Net Profit Margin is nearly unchanged, moving from 13.81% to 13.80%, indicating stability in projected profitability.
- Future P/E Ratio estimate has increased from 25.24x to 25.55x, signaling a marginally higher premium on ABB's future earnings.
Disclaimer
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