Update shared on 18 Nov 2025
Beiersdorf's analyst price target has been reduced amid modest adjustments to growth estimates. Analysts cite pressures on core brand momentum and the impact of recent product launches as reasons for lowering targets by as much as EUR 20 in several recent updates.
Analyst Commentary
Recent street research for Beiersdorf has resulted in a series of revised price targets and ratings, reflecting both optimistic and cautious perspectives on the company's outlook. Analysts have cited developments around product launches, brand health, and future growth as key factors shaping their views.
Bullish Takeaways- Bullish analysts maintain positive ratings despite target reductions. This demonstrates ongoing confidence in Beiersdorf's underlying fundamentals.
- Recent product launches, including the upcoming Epigenetic line with its planned rollout across 30 markets, are viewed as catalysts for medium to long-term growth if successfully executed.
- Multiple targets remain set above EUR 100. This signals expectations for valuation remain constructive based on continued operational strength.
- The company's scale and global brand recognition, particularly around Nivea, are seen as supporting its ability to regain growth momentum.
- Bearish analysts highlight recent stagnation in core brand growth. They note that Nivea must sustain over 4% organic sales growth for the share price to significantly appreciate.
- Concerns persist that introducing new products such as Epigenetic launches could potentially cannibalize existing business rather than drive incremental gains.
- Downward revisions in price targets, sometimes by significant amounts, point to tempered expectations around Beiersdorf's short-term execution and its ability to deliver on planned sales.
- Some ratings have been downgraded. This underlines skepticism about the company's ability to overcome current market headwinds and deliver compelling shareholder returns in the near term.
Valuation Changes
- The discount rate has decreased slightly, moving from 5.43% to 5.36%.
- The revenue growth estimate has risen marginally, from 3.28% to 3.30%.
- The net profit margin has edged down from 10.62% to 10.61%.
- The future P/E ratio has dipped slightly, from 25.53x to 25.49x.
- The consensus fair value remains unchanged at €116.89.
Disclaimer
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