Update shared on 29 Nov 2025
Analysts have revised their price targets for SAF-Holland downward. Recent updates indicate a decrease to EUR 18 and EUR 15, with slight adjustments in growth and profitability expectations cited as key factors in their evaluations.
Analyst Commentary
Recent updates from street research shed light on shifting perspectives around SAF-Holland's future prospects and valuation trends. While price targets have moved lower, analysts' commentary highlights a mix of continued optimism on certain business fundamentals and a more cautious outlook on other aspects of performance.
Bullish Takeaways
- Bullish analysts maintain a positive stance on SAF-Holland, with some retaining a Buy rating despite the lowered price targets.
- Support for the company's long-term strategy and its ability to drive shareholder value is noted, especially in light of resilient operational execution.
- Ongoing commitment to profitability and prudent cost management supports an optimistic view toward future growth potential.
- The company's underlying fundamentals and potential for capturing industry tailwinds continue to be cited as reasons for a positive outlook.
Bearish Takeaways
- Bearish analysts cite tempered growth expectations as a primary factor in the downward revision of price targets.
- Concerns remain regarding near-term profitability, with less aggressive earnings projections amid evolving market conditions.
- The decision to maintain a Hold rating in some cases reflects ongoing uncertainty around execution and valuation at current levels.
- Slight reductions in anticipated growth and profit margins highlight a more cautious approach to forecasting the company's performance in the coming quarters.
What's in the News
- Deutsche Bank lowered its price target for SAF-Holland to EUR 15 from EUR 16 and reaffirmed a Hold rating on the shares (Deutsche Bank).
- SAF-Holland SE revised its financial guidance for fiscal year 2025, lowering expected Group sales to between EUR 1,700 million and EUR 1,750 million. This is down from the previous target of approximately EUR 1,800 million (Company guidance).
Valuation Changes
- Fair Value: Remained unchanged at €20.4, reflecting consistent valuation estimates.
- Discount Rate: Increased slightly from 8.85% to approximately 8.99%, which indicates a modest uptick in risk assumptions.
- Revenue Growth: Rose from 4.98% to 6.40%, showing improved expectations for top-line expansion.
- Net Profit Margin: Increased marginally from 4.78% to 5.00%, signaling a more optimistic outlook on profitability.
- Future P/E: Decreased from 12.47x to 11.40x, which points to a lower projected price-to-earnings multiple for the stock.
Disclaimer
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