Update shared on05 Sep 2025
Geberit's consensus price target remained unchanged at CHF547.29 as analysts balanced resilient core demand and improved margin outlook against ongoing macroeconomic headwinds and subdued construction activity.
Analyst Commentary
- Mixed sentiment due to ongoing market share stability and resilient demand in core European markets, offset by macroeconomic headwinds.
- Price target increases from Bullish analysts reflect improved margin outlook, driven by cost-saving initiatives and gradual easing of raw material prices.
- Bearish analysts maintain cautious stances amid limited near-term volume growth and persistent construction sector weakness.
- Neutral and Hold ratings are maintained despite upward revisions, indicating expectations of only incremental upside.
- Target changes incorporate updated guidance and management commentary on disciplined capital allocation and shareholder returns.
What's in the News
- Geberit AG provided earnings guidance for 2025, expecting growth in net sales in local currencies of around 4% (Key Developments).
- Morgan Stanley raised its price target for Geberit to CHF 500 from CHF 496 while maintaining an Underweight rating (Periodicals).
- Kepler Cheuvreux downgraded Geberit to Hold from Buy, setting a price target of CHF 635 (Periodicals).
Valuation Changes
Summary of Valuation Changes for Geberit
- The Consensus Analyst Price Target remained effectively unchanged, at CHF547.29.
- The Discount Rate for Geberit remained effectively unchanged, at 5.11%.
- The Future P/E for Geberit remained effectively unchanged, moving only marginally from 28.01x to 28.00x.
Disclaimer
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