Loading...

BEI: Future Product Rollouts Will Drive Upside Despite Sector Headwinds

Published
07 Nov 24
Updated
31 Oct 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-26.6%
7D
-2.5%

Author's Valuation

€116.8921.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Decreased 1.20%

Analysts have reduced their fair value estimate for Beiersdorf from €118.32 to €116.89, citing slightly lower forecasts for revenue growth and profit margins in light of recent downward price target revisions across the sector. Analyst Commentary Following a series of recent street research reports, analysts have updated their perspectives on Beiersdorf.

Shared on 17 Oct 25

Fair value Decreased 1.83%

Beiersdorf’s analyst price target has been revised downward from €120 to a range of €105 to €120, reflecting a more cautious outlook from analysts based on slower revenue growth and concerns over the impact of new product launches on core sales. Analyst Commentary Recent street research paints a mixed but increasingly cautious picture for Beiersdorf, as analysts continue to trim their price targets and reassess the company’s growth trajectory.

Shared on 03 Oct 25

Fair value Decreased 2.18%

Beiersdorf's analyst price targets have been reduced in recent updates, with consensus moving from around €123.21 to €120.53. Analysts cite slower organic growth and near-term profit margin pressures as key factors for the downward revision.

Shared on 17 Sep 25

Fair value Decreased 1.22%

Beiersdorf's consensus price target was modestly lowered to €123.21, as analysts flagged slowing Nivea sales, product cannibalization risks, and a more cautious sector outlook ahead of results. Analyst Commentary Slowing organic sales growth for Nivea cited as a key risk to valuation, with recent performance below the required threshold to justify prior targets.

Shared on 07 Aug 25

Fair value Decreased 6.99%

Beiersdorf’s fair value has been revised downward to €127.00, reflecting softer revenue growth expectations and a modest decrease in forecasted future P/E. Valuation Changes Summary of Valuation Changes for Beiersdorf The Consensus Analyst Price Target has fallen from €134.11 to €127.00.

Shared on 01 May 25

Fair value Decreased 5.33%

Shared on 23 Apr 25

Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.98%

AnalystConsensusTarget has decreased revenue growth from 5.2% to 4.4%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.091%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 5.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.