Update shared on 05 Nov 2025
Fair value Decreased 1.21%Analysts have modestly reduced their price target for LANXESS by approximately EUR 0.30. This adjustment reflects more cautious growth and valuation assumptions in light of recent sector performance and peer comparisons.
Analyst Commentary
Analysts have offered a range of perspectives on LANXESS following recent adjustments to price targets and ratings. Their evaluations highlight both positive factors and ongoing concerns related to the company's outlook.
Bullish Takeaways
- Bullish analysts note that LANXESS has demonstrated resilience. Recent sector outperformance suggests underlying operational strength.
- There is confidence that the company’s current valuation has factored in much of the sector's recent challenges, which indicates potential for stability.
- Some believe that the revised price targets now better reflect realistic earnings expectations and reduce the risk of negative surprises in future forecasts.
Bearish Takeaways
- Several analysts express caution over near-term growth prospects, citing slower industry momentum and lingering macroeconomic pressures.
- Recent price target reductions suggest tempered expectations for earnings growth and margin improvement in the short to medium term.
- Bears point to the company’s current valuation as fairly balanced, which might limit upside according to recent peer comparisons and sector trends.
- Analysts acknowledge that LANXESS’s recent share performance may be difficult to sustain without notable catalysts or outperformance versus industry peers.
Valuation Changes
- Fair Value Estimate has decreased slightly from €24.85 to €24.55, indicating a modest reduction in intrinsic valuation.
- Discount Rate has edged down marginally from 7.50% to 7.50%, reflecting minimal change in perceived investment risk.
- Revenue Growth Expectation has fallen significantly from 0.65% to 0.27%, suggesting a notable tempering of topline projections.
- Net Profit Margin remains effectively unchanged at around 5.20%, implying steady profitability expectations.
- Future P/E Ratio has dipped marginally from 8.14x to 8.14x, indicating little movement in earnings valuation multiples.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.