Analysts Lift Schaeffler Price Target as Valuation Rises Despite Revised Growth Outlook

Analysts have increased their price target for Schaeffler from $5.98 to $6.32, citing improved revenue growth and profitability expectations. What's in the News Schaeffler Group USA Inc.

Analysts have raised their price target for Schaeffler from €5.87 to €5.98. This reflects marginally improved valuation metrics, despite slight downward revisions to revenue growth and profit margin forecasts.

Narrative Update: Schaeffler Price Target Revised Analysts have modestly increased their price target for Schaeffler, raising it from €5.78 to €5.87. They cite incremental improvements in fair value and valuation metrics, despite slight softening in revenue growth and profit margin expectations.

Despite a reduction in consensus revenue growth forecasts from 7.7% to 7.0%, Schaeffler’s future P/E has risen from 4.79x to 5.16x, supporting a modest increase in fair value with the analyst price target now at €5.78. What's in the News Schaeffler and ROHM Semiconductor began mass production of a high-voltage inverter brick with SiC MOSFETs, targeting a major Chinese automaker; the product offers high power density and allows vehicles with 800V systems to charge at 400V stations at 800V speeds.

A modest decline in Schaeffler's discount rate alongside a slight increase in its projected future P/E ratio suggests improved sentiment around the company's risk and growth outlook, resulting in the consensus price target rising from €5.38 to €5.54. What's in the News Schaeffler AG confirmed group revenue guidance for 2025 in the range of EUR 23.0 billion to EUR 25.0 billion.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased profit margin from 3.3% to 2.9% and increased future PE multiple from 9.2x to 11.0x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 10.2% to 15.4%, decreased profit margin from 4.5% to 3.3% and increased future PE multiple from 6.5x to 9.2x.