HUBN: Medium-Term Opportunities In Transportation Offset By Macro Uncertainty And Fair Valuation

Analysts have raised their fair value estimate for Huber+Suhner from CHF 130.96 to CHF 138.16. This change reflects improved revenue growth and profit margin expectations in recent forecasts.

A modest upward revision in Huber+Suhner’s consensus revenue growth forecasts and future P/E ratio has supported a slight increase in the analyst price target from CHF125.96 to CHF130.96. What's in the News Huber+Suhner expects to maintain solid sales in the second half and for the full year 2025, particularly driven by growth in Aerospace & Defense, Data Center, and Rail Communications.

The upward revision in Huber+Suhner’s consensus price target reflects a modest increase in forecast valuation multiples, as the Future P/E has edged higher while revenue growth expectations remain steady, resulting in a new analyst target of CHF125.96. What's in the News Huber+Suhner expects to sustain solid sales in the second half of 2025, driven by strong performance in Aerospace & Defense, Data Center, and Rail Communications, while remaining cautious on economic headwinds and not providing narrowed guidance.

Despite a notable downgrade in consensus revenue growth forecasts, a significantly higher future P/E multiple has driven the consensus analyst price target for Huber+Suhner up from CHF108.25 to CHF114.36. What's in the News Huber+Suhner expects to sustain solid sales in H2 2025, with growth in Aerospace & Defense, Data Center, and Rail Communications; full-year sales and EBIT margin are expected at prior-year and 9–12% levels, respectively, barring major macro disruptions.

The upward revision in Huber+Suhner's Analyst Price Target primarily reflects improved consensus revenue growth forecasts, supported by a marginal increase in future P/E, resulting in a higher fair value of CHF99.50. What's in the News Opened new advanced manufacturing site in Pisary, Poland, to significantly increase production capacity of POLATIS optical circuit switches for AI and hyperscale data centers, enabling at least a fivefold capacity boost over two years.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 10.4% to 7.6%.