Update shared on25 Sep 2025
Fair value Increased 1.20%Siemens' consensus analyst price target has been modestly raised to €246.46, reflecting expectations of sustained above-peer earnings growth, positive near-term catalysts, and continued operational momentum, though some caution persists around valuation and macroeconomic risks.
Analyst Commentary
- Bullish analysts see Siemens sustaining above-peer earnings growth, justifying a premium valuation and near-term outperformance.
- Focus on upcoming capital markets day and inclusion in high-conviction lists signal expectations of positive corporate catalysts.
- Raised targets reflect operational execution, particularly continued momentum in earnings and margin expansion.
- Some upward revisions stem from re-rating amid sectoral strength, yet cautious stances persist tied to valuation concerns.
- Bearish analysts cite limited upside due to higher market expectations and potential risks in the macroeconomic environment.
What's in the News
- Siemens issued fiscal 2025 guidance, expecting comparable revenue growth of 3% to 7% and EPS pre-PPA of EUR 10.40 to EUR 11.
- Completed the repurchase of 13,159,957 shares (1.67% of share capital) for EUR 2,345.08 million under the buyback program announced previously.
Valuation Changes
Summary of Valuation Changes for Siemens
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €243.54 to €246.46.
- The Future P/E for Siemens has risen slightly from 21.43x to 21.92x.
- The Discount Rate for Siemens remained effectively unchanged, moving only marginally from 5.87% to 5.83%.
Disclaimer
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