Analyst Sentiment Lifts Hensoldt Price Target as Valuation and Growth Expectations Rise

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Mar 25

Updated

09 Nov 25

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AnalystConsensusTarget's Fair Value

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1Y

82.2%

7D

-1.1%

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1Y

82.2%

7D

-1.1%

You can edit this narrative until Nov 10 1:05 AM. Then, changes will post as Updates.

Author's Valuation

€98.6930.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Nov 25

Fair value Increased 0.71%

HAG: Demand Outlook And Defense Spending Plans Will Shape Share Performance

Hensoldt's analyst price target has been updated to €98.69 from €98. This reflects analysts' increased confidence in the company's expected revenue growth and profit margins, despite some recent downward revisions from select firms.

Shared on 22 Oct 25

Fair value Increased 3.52%

Hensoldt's analyst price target has been raised from €94.67 to €98.00. This reflects modestly improved fair value estimates as analysts cite increased optimism in future growth and profitability.

Shared on 08 Oct 25

Fair value Decreased 2.17%

Analysts have revised Hensoldt’s fair value estimate downward from €96.77 to €94.67. They cite a more tempered outlook in the European defense sector and the emergence of competing opportunities elsewhere.

Shared on 24 Sep 25

Fair value Increased 2.22%

Analysts raised Hensoldt’s price target to €96.77, citing heightened confidence in future defense spending, improved sector positioning, and strong demand for its technologies, despite some neutral stances within the sector. Analyst Commentary Bullish analysts increased price targets, citing expectations of significantly higher defense spending by Germany, potentially up to 3.5% of GDP.

Shared on 09 Sep 25

Fair value Decreased 1.58%

Analysts have modestly reduced Hensoldt’s price target as recent share price gains are seen as largely reflecting increased defense spending and sector tailwinds, limiting further upside barring significant outperformance, with the consensus target moving slightly down from €96.18 to €94.67. Analyst Commentary Bullish analysts cite raised defense spending targets in Germany and across NATO (up to 3.5% of GDP and higher), supporting sector-wide growth expectations for Hensoldt.

Shared on 06 Aug 25

Fair value Increased 7.19%

Upgraded consensus revenue growth forecasts and a sharp increase in expected future P/E have driven a higher analyst price target for Hensoldt, rising from €89.73 to €94.82. What's in the News Shareholders approved a €0.50 dividend per share at Hensoldt AG's Annual General Meeting.

Shared on 29 Jul 25

Fair value Increased 49%

A notable increase in Hensoldt’s future P/E multiple alongside a higher discount rate suggests elevated optimism about growth prospects, resulting in a substantial upward revision of the consensus price target from €60.07 to €89.73. What's in the News Shareholders approved a €0.50 per share dividend at Hensoldt AG's Annual General Meeting.

Shared on 01 May 25

Fair value Increased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 3.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 34%

AnalystConsensusTarget has decreased revenue growth from 15.2% to 13.5%, decreased discount rate from 5.5% to 5.0% and increased shares outstanding growth rate from -0.1% to 0.0%.

AnalystConsensusTarget Fair Value

€98.69

30.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

16.14%

Aerospace & Defense revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.96%

Calculation

€368.11m

Earnings '28

x

32.28x

PE Ratio '28

=

€11.88b

Market Cap '28

€11.88b

Market Cap '28

/

102.65m

No. shares '28

=

€115.77

Share Price '28

€115.77 Share Price '28

Discounted to 2025 @ 5.69% p.a.

=

€98.06

Fair Value '25