Integration Of ESG May Dilute Margins, Yet Software-Defined Defense Will Unlock New Opportunities

Published
16 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
€96.18
10.9% undervalued intrinsic discount
14 Aug
€85.70
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1Y
138.7%
7D
-5.4%

Author's Valuation

€96.2

10.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 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 on29 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 on01 May 25
Fair value Increased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 3.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 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%.