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MBB: Raised Revenue Guidance And Disciplined Acquisitions Will Drive Future Upside

Analysts Lift MBB Price Target as Revenue Outlook Improves Despite Margin Pressure

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MBB
AnalystConsensusTarget
Not Invested
Published 29 Jan 2025

Update shared on 09 Dec 2025

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Analysts have nudged their price target on MBB slightly higher to approximately $230.63. This reflects marginally lower discount rate assumptions and steady long term expectations for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • MBB SE raised its 2025 revenue guidance to a range of €1.1 billion to €1.2 billion, up from the previous forecast of €1.0 billion to €1.1 billion, citing very strong performance in the first nine months of the fiscal year (Corporate Guidance, Raised).
  • CFO Torben Teichler stated that MBB SE is actively seeking M&A targets for both its subsidiaries and the parent company, while maintaining a cautious, valuation disciplined approach focused on not overpaying and thoroughly understanding target businesses (Seeking Acquisitions/Investments).
  • Management emphasized that MBB’s largely family owned structure allows it to avoid doing deals merely for the sake of activity, continuing a selective acquisition strategy that they describe as a backbone of the company’s 30 year track record (Seeking Acquisitions/Investments).

Valuation Changes

  • Fair Value: Unchanged at approximately €230.63 per share, indicating a stable intrinsic value estimate.
  • Discount Rate: Fallen slightly from about 5.40 percent to 5.39 percent, reflecting a marginally lower assumed cost of capital.
  • Revenue Growth: Essentially unchanged at roughly 1.34 percent, signaling stable expectations for long term top line expansion.
  • Net Profit Margin: Flat at around 1.39 percent, implying no material revision to long term profitability assumptions.
  • Future P/E: Edged down slightly from about 78.02x to 78.00x, pointing to a marginally lower assumed exit multiple.

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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.