Update shared on 02 Dec 2025
Fair value Decreased 0.27%Beiersdorf's analyst price target has been trimmed slightly, down from €116.89 to €116.58. Analysts highlight concerns over slower brand growth and product launch risks, while maintaining cautious optimism for the stock's core performance.
Analyst Commentary
Recent analyst activity reflects a mix of optimism and caution surrounding Beiersdorf's future performance. Valuation adjustments and rating shifts highlight both the strengths and challenges perceived in the company's outlook.
Bullish Takeaways- Bullish analysts emphasize Beiersdorf's ability to maintain core operational strength, even while navigating new product launches and market shifts.
- Recent adjustments to price targets, though downward, still reflect a level of confidence in the company's overall growth potential and resilience.
- Analysts projecting an Overweight or Buy stance point to the company's strategic initiatives and global sell-in plans as supportive of medium-term revenue growth.
- Continued support for major brands and ongoing innovation, including epigenetic product launches, are viewed as catalysts that could reinvigorate topline performance.
- Bearish analysts highlight that reduced price targets indicate concerns about slower-than-expected brand growth and execution risk.
- There are specific worries about the company's ability to meet growth expectations with Nivea, which has shown stalled organic sales year to date.
- The risk of planned product launches cannibalizing existing business is cited as a headwind for sustaining core revenue streams.
- Some analysts have downgraded the stock's rating, suggesting that challenges in maintaining high single-digit growth rates could weigh on near-term valuation.
Valuation Changes
- Consensus Analyst Price Target has decreased modestly, moving from €116.89 to €116.58.
- Discount Rate has risen slightly, from 5.36 percent to 5.40 percent.
- Revenue Growth expectations remain nearly flat, with a minor change from 3.30 percent to 3.30 percent.
- Net Profit Margin has edged down, shifting from 10.61 percent to 10.60 percent.
- Future Price-to-Earnings Ratio has dipped slightly, from 25.49x to 25.47x.
Disclaimer
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