Update shared on09 Sep 2025
Fair value Decreased 1.95%Analysts have slightly lowered BELIMO Holding’s price target to CHF863.14, balancing optimism around data center performance, OEM channel recovery, and operating leverage against ongoing U.S. market risks and valuation concerns.
Analyst Commentary
- Bullish analysts highlight Belimo's strong performance in data centers and confidence stemming from the accelerating Blackwell rollout.
- Recovery in Original Equipment Manufacturer (OEM) channels points toward a more favorable environment in the EU.
- Expectations for upward earnings revisions are driven by the shift in business mix and increased operating leverage.
- Bearish analysts point to stabilization in the European construction cycle, but maintain caution due to near-term risks in the U.S. market.
- Ongoing concerns regarding challenging valuation levels are cited, despite long-term growth drivers remaining intact.
What's in the News
- BELIMO Holding AG confirmed earnings guidance for full-year 2025, projecting sales growth in local currencies of 15% to 20%.
Valuation Changes
Summary of Valuation Changes for BELIMO Holding
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF880.29 to CHF863.14.
- The Consensus Revenue Growth forecasts for BELIMO Holding has significantly fallen from 14.8% per annum to 11.0% per annum.
- The Net Profit Margin for BELIMO Holding has risen from 18.75% to 20.21%.
Disclaimer
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