SMA Solar Technology

Short-Term Order Momentum And US Uncertainty Will Influence Near-Term Performance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

17 Jan 25

Updated

23 Dec 25

Views

111

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

138.7%

7D

-8.1%

Loading

1Y

138.7%

7D

-8.1%

You can edit this narrative until Dec 24 3:07 AM. Then, changes will post as Updates.

Author's Valuation

€23.642.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 23 Dec 25

S92: Rising Orders Will Likely Fail To Offset Execution Risks

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for strengthening profitability driven by existing cost savings initiatives and sustained large-scale order momentum. Analyst Commentary Recent research updates highlight a shift in sentiment toward SMA Solar Technology, with bullish analysts pointing to improving fundamentals and a clearer path to earnings growth, even as some cautionary flags remain around demand visibility and regional risk.

Shared on 09 Dec 25

S92: Elevated Cost Savings Dependence Will Likely Constrain Future Order Momentum

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for rising profitability driven by ongoing cost savings and sustained, elevated large-scale order intake. Analyst Commentary Following the recent target price increase, Street research highlights a more constructive stance on SMA Solar Technology, driven by improving fundamentals and clearer visibility on future earnings power.

Shared on 25 Nov 25

Fair value Increased 26%

S92: Rising Uncertainty In The United States Will Limit Order Momentum

Analysts have raised their price target for SMA Solar Technology from €18.80 to €23.60, citing improved profitability forecasts as well as confidence in continued cost savings and solid order momentum. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded their outlook for SMA Solar, citing a rising trajectory in profitability that is expected to play out over the next several years.

Shared on 10 Nov 25

S92: Uncertainty In Key Markets Will Pressure Results Despite Strong Orders

Analysts have raised their price target for SMA Solar Technology, increasing it by €6 to €22 per share. They cited expectations for strong third quarter results, balanced by ongoing market uncertainties.

Shared on 27 Oct 25

Fair value Increased 6.82%

Analysts have increased their price target for SMA Solar Technology from €17.60 to €18.80. This change reflects improved revenue growth expectations and stronger near-term demand.

Shared on 03 Sep 25

Fair value Decreased 5.38%

Due to downward revisions in both consensus revenue growth and net profit margin forecasts, analysts have reduced SMA Solar Technology’s fair value estimate, lowering the consensus price target from €18.60 to €17.60. What's in the News Preliminary H1 2025 results indicate sales of €684.9 million, down from €759.3 million in H1 2024, and a loss before interest and taxes of €19.0 million compared to a profit of €56.2 million.

Shared on 08 Aug 25

Fair value Increased 4.49%

The upward revision in SMA Solar Technology’s fair value is primarily supported by a modest increase in the company’s Future P/E multiple, with the consensus analyst price target rising from €17.80 to €18.80. What's in the News Preliminary H1 2025 results show sales of €684.9 million, down from €759.3 million H1 2024, and LBIT of €19.0 million versus EBIT of €56.2 million prior year.

Shared on 30 Jul 25

Fair value Increased 7.29%

The analyst price target for SMA Solar Technology has been revised upward to €17.80, primarily reflecting improved revenue growth forecasts, despite a higher discount rate. What's in the News Preliminary H1 2025 results indicate sales of €684.9 million, down from €759.3 million in H1 2024, with a loss before interest and taxes (LBIT) of €19.0 million versus a gain of €56.2 million in H1 2024.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 8.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

AnalystConsensusTarget Fair Value

€23.6

42.7% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.26%

Electrical 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

7.15%

Calculation

€131.46m

Earnings '28

x

7.51x

PE Ratio '28

=

€987.14m

Market Cap '28

€987.14m

Market Cap '28

/

34.70m

No. shares '28

=

€28.45

Share Price '28

€28.45 Share Price '28

Discounted to 2025 @ 7.15% p.a.

=

€23.12

Fair Value '25