Update shared on24 Sep 2025
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.
- Upgrades reflected reduced concerns about Hensoldt’s valuation due to a more favorable outlook for defense budgets, irrespective of geopolitical developments such as the Ukraine peace process.
- Major investment banks emphasized Hensoldt’s improved positioning within the European defense sector, with higher confidence in its order intake and future earnings.
- Some analysts see more attractive relative opportunities in other European defense names, leading to a neutral stance despite acknowledging the robust sector backdrop.
- Upward revisions in price targets were supported by ongoing growth in demand for Hensoldt’s defense technologies and sustained momentum in European defense modernization.
What's in the News
- Hensoldt AG added to FTSE All-World Index (USD).
- Confirmed 2025 revenue guidance of EUR 2,500-2,600 million.
- Held Analyst/Investor Day.
Valuation Changes
Summary of Valuation Changes for Hensoldt
- The Consensus Analyst Price Target has risen slightly from €94.67 to €96.77.
- The Future P/E for Hensoldt has risen from 45.55x to 48.35x.
- The Net Profit Margin for Hensoldt has fallen slightly from 9.30% to 8.84%.
Disclaimer
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