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European Defense Budgets And NXP R&D Will Unlock Future Opportunities

Published
14 Feb 25
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
€70.66
12.1% overvalued intrinsic discount
03 Oct
€79.19
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1Y
328.4%
7D
-10.8%

Author's Valuation

€70.6612.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Decreased 1.11%

Analysts have modestly lowered their price target for RENK Group to approximately €70.66 from €71.45. They cite robust expected revenue growth and profit margin improvements, but note that high sector valuations warrant a more selective outlook.

Shared on27 Aug 25
Fair value Increased 3.21%

Analysts have raised their price target on RENK Group to €71.45, citing increased German and NATO defense spending, improved valuation comfort, and the company's strong sector positioning, though some caution remains regarding already optimistic growth assumptions. Analyst Commentary Bullish analysts cite expectations of increased German and NATO defense spending—potentially up to 3.5% of GDP—as supporting ongoing sector growth.

Shared on29 Jul 25
Fair value Increased 43%

Analysts have raised their fair value estimate for RENK Group from €48.29 to €69.24, driven by optimism around its expanded defense focus and sector tailwinds, although some caution that current valuation reflects already ambitious growth expectations. Analyst Commentary Bullish analysts cite Renk Group’s expanded focus on defense as a key driver for further upside potential.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.82%

AnalystConsensusTarget has decreased revenue growth from 17.3% to 15.5%.

Shared on26 Mar 25
Fair value Increased 16%

AnalystConsensusTarget has increased future PE multiple from 24.0x to 28.5x.

Shared on13 Mar 25
Fair value Decreased 29%

AnalystConsensusTarget has decreased revenue growth from 18.0% to 16.2% and decreased future PE multiple from 30.5x to 24.0x.