Update shared on05 Sep 2025
Analysts have lowered their outlook for Tecan Group due to concerns over near-term margin pressure, cautious end-market demand, and delayed recovery in key segments, though the consensus price target remained unchanged at CHF220.47.
Analyst Commentary
- Cautious sentiment due to anticipation of "soft" first-half financial results impacting near-term performance.
- Downward revisions reflect concerns about ongoing margin pressure and macroeconomic uncertainties affecting end-demand.
- Adjustments account for slower-than-expected recovery in key customer segments and cautious capital spending trends in the life sciences sector.
- Despite target cuts, Bullish analysts maintain conviction in Tecan’s long-term market positioning and structural growth drivers.
- Bearish analysts cite limited near-term catalysts and persistent headwinds as justification for maintaining a more conservative outlook.
What's in the News
- Tecan Group confirmed 2025 full year earnings guidance, expecting sales in local currencies to range from a low single-digit decline to low single-digit growth, with key assumptions unchanged.
- The company announced a CHF 120 million share repurchase program covering 10% of issued share capital, valid until August 12, 2027, with shares intended for general business and potential acquisitions.
- The Board authorized the buyback plan.
- CEO Dr. Achim von Leoprechting will step down effective August 1, 2025, to be succeeded by Monica Manotas, current Board member and former Thermo Fisher Scientific executive, with a transition process in place.
Valuation Changes
Summary of Valuation Changes for Tecan Group
- The Consensus Analyst Price Target remained effectively unchanged, at CHF220.47.
- The Discount Rate for Tecan Group remained effectively unchanged, moving only marginally from 4.46% to 4.47%.
- The Future P/E for Tecan Group remained effectively unchanged, moving only marginally from 28.30x to 28.31x.
Disclaimer
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