Update shared on 17 Nov 2025
Fair value Increased 2.74%Analysts have raised their price target for TUI to EUR 11 from EUR 10, citing improved valuation metrics and a more favorable outlook for the company.
Analyst Commentary
Recent Street research highlights evolving sentiment toward TUI following its price target increase. Analysts' evaluations provide insight into both supportive factors and areas of ongoing caution for the company.
Bullish Takeaways- Bullish analysts have raised their price target for TUI to EUR 11 from EUR 10. This indicates increased confidence in the company's valuation.
- Improvements in the company's financial metrics and operational execution are cited as key reasons for a more favorable outlook.
- The Overweight rating maintained by leading financial institutions highlights expectations for continued outperformance relative to peers.
- Despite the price target increase, some analysts continue to watch for execution risks that could impact future earnings growth.
- Macro uncertainties and sector competition remain potential headwinds. These could challenge TUI’s ability to sustain improved valuation levels.
- Valuation has risen, and there are concerns that upside may now be limited if the company underperforms against optimistic forecasts.
What's in the News
- TUI AG reaffirmed its earnings guidance for Fiscal Year 2025, expecting revenue to grow at the lower end of 5 to 10 percent compared to Fiscal Year 2024 (€23,167 million). (Key Developments)
- The company raised its underlying EBIT growth guidance to 9 to 11 percent, up from the prior guidance of 7 to 10 percent. Fiscal Year 2024 underlying EBIT was €1,296 million. (Key Developments)
Valuation Changes
- Fair Value Estimate has risen slightly, moving from €10.81 to €11.10 per share.
- Discount Rate has fallen modestly, decreasing from 8.84 percent to 8.61 percent. This suggests a lower perceived risk profile.
- Revenue Growth Forecast has edged down, moving from 2.41 percent to 2.35 percent.
- Net Profit Margin projection has declined slightly, from 3.38 percent to 3.30 percent.
- Future P/E Ratio has increased, rising from 8.13x to 8.76x. This indicates a higher valuation relative to expected earnings.
Disclaimer
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