Update shared on 05 Nov 2025
Fair value Increased 2.46%Geberit's analyst price target has been lifted from CHF 547.29 to CHF 560.75 as analysts cite slightly improved revenue growth and profit margin expectations as justification for the upward revision.
Analyst Commentary
Recent Street research on Geberit reflects a mix of optimism and caution among analysts, with price targets moving higher in response to earnings and market dynamics. The following summarizes key bullish and bearish perspectives based on the latest updates from market watchers.
Bullish Takeaways
- Bullish analysts have raised their price targets, citing moderate improvements in expected revenue growth and operating margins.
- Upward revisions reflect steady execution and resilience in Geberit's business model, despite market uncertainties.
- Neutral analyst stances at higher price targets suggest some confidence in Geberit’s ability to maintain a stable performance in the medium term.
- The gradual increases in targets support the view that Geberit is positioned to benefit from ongoing sector demand.
Bearish Takeaways
- Bears remain cautious and maintain more conservative ratings even as targets rise, questioning the sustainability of recent improvements.
- Concerns linger regarding the pace of margin expansion, with some analysts viewing recent growth as incremental rather than transformational.
- The downgrade from Buy to Hold by one firm highlights apprehension about valuation at current levels, especially given higher price targets.
- Some see potential headwinds in the broader construction or materials sector that may cap further upside for Geberit shares in the near term.
What's in the News
- Morgan Stanley raised Geberit's price target to CHF 500 from CHF 496 and maintained an Underweight rating (Morgan Stanley).
- Kepler Cheuvreux downgraded Geberit to Hold from Buy and set a CHF 635 price target (Kepler Cheuvreux).
- Geberit provided earnings guidance for the full year 2025, expecting net sales growth in local currencies of around 4.5 percent and reported October net sales above the previous year's level (Company Guidance).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from CHF 547.29 to CHF 560.75.
- Discount Rate increased modestly from 5.11 percent to 5.21 percent.
- Revenue Growth expectation edged up marginally, moving from 4.51 percent to 4.54 percent.
- Net Profit Margin forecast improved slightly from 20.44 percent to 20.46 percent.
- Future P/E ratio estimate increased from 28.00x to 28.72x.
Disclaimer
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