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AnalystConsensusTarget updated the narrative for TKA

Marine Systems, Green Hydrogen And Steel Europe Will Unlock Value

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TKA
AnalystConsensusTarget
Not Invested
Published 16 Jul 2025

Update shared on 18 Sep 2025

Fair value Increased 4.01%
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Analysts have modestly raised thyssenkrupp’s price target to €9.72, citing incremental progress in restructuring and cost controls amid mixed operational signals and continued caution given persistent steel business headwinds.


Analyst Commentary


  • Mixed signals on operational turnaround, with some stabilization but limited confidence in strong near-term recovery.
  • Slight improvement in market sentiment reflected by minor upward price target revisions from some analysts, though overall stance remains cautious.
  • Bullish analysts acknowledge modest progress in restructuring efforts and cost control measures.
  • Bearish analysts highlight persistent headwinds in core steel business and uncertainties in key end markets.
  • Major brokerages maintain predominantly neutral or underweight recommendations, reflecting a lack of clear catalysts for significant upside.

What's in the News


  • thyssenkrupp provided EBIT guidance of EUR 235 million for Q4 2025.
  • Raised earnings guidance for fiscal 2024-2025, narrowing the sales range to EUR 850–920 million and EBIT to minus EUR 7 million to plus EUR 7 million, driven by execution of contracted projects.
  • Announced a special/extraordinary shareholders meeting on August 8, 2025.
  • Established a strategic alliance with L&T Technology Services to set up a software development center in Pune, India, focusing on advanced automotive steering technologies and global engineering expansion.

Valuation Changes


Summary of Valuation Changes for thyssenkrupp

  • The Consensus Analyst Price Target has risen slightly from €9.35 to €9.72.
  • The Future P/E for thyssenkrupp has risen slightly from 4.60x to 4.79x.
  • The Discount Rate for thyssenkrupp remained effectively unchanged, moving only marginally from 5.45% to 5.53%.

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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.