Update shared on 10 Nov 2025
Fair value Decreased 8.50%Gerresheimer's analyst fair value target has been revised downward from €37.84 to €34.62. This change reflects recent broad cuts in price targets by analysts, who cite low visibility and ongoing uncertainties around the company's outlook.
Analyst Commentary
Recent analyst updates highlight a challenging outlook for Gerresheimer, with several research firms reducing their price targets and adjusting recommendations in response to persistent uncertainties surrounding the company's future performance.
Bullish Takeaways- Bullish analysts note that Gerresheimer's valuation has become more attractive following significant price target reductions.
- Some maintain an Overweight rating despite the lower price targets, which signals continued confidence in the company's long-term prospects.
- There is ongoing recognition of Gerresheimer's established position in its market. This could support future recovery if near-term headwinds abate.
- Bearish analysts emphasize low visibility into Gerresheimer's growth trajectory and cite recurring uncertainties in recent company outlooks.
- Multiple firms have sharply downgraded target prices. Some have moved from Buy to Neutral or Hold, reflecting heightened caution.
- Concerns are noted regarding the lack of clear catalysts in the near term, which could limit share price upside and investor confidence.
- Repeated profit warnings have raised skepticism about the company's ability to deliver on execution and financial targets in the coming quarters.
What's in the News
- Barclays downgraded Gerresheimer to Equal Weight from Overweight, lowering its price target to EUR 23. The downgrade was based on low visibility and a lack of short-term catalysts (Barclays).
- Gerresheimer has appointed Uwe Röhrhoff as interim CEO, succeeding Dietmar Siemssen on November 1, 2025. Röhrhoff previously served as CEO from 2010 to 2017.
- FDA approval was granted for Lasix ONYU, a combination product using Gerresheimer’s on-body drug delivery device. This approval enables at-home treatment for heart failure related edema, with market availability expected in 2025.
- Gerresheimer revised its 2025 earnings guidance downward, now expecting organic revenue to decline between 2% and 4% for the full year, down from previous growth forecasts.
- Construction began on a major expansion at the Wertheim site in Germany to produce advanced ready-to-fill vials. Operations are expected to start in mid-2027.
Valuation Changes
- Consensus Analyst Price Target: Decreased from €37.84 to €34.62, reflecting a lower fair value assessment.
- Discount Rate: Increased from 9.13% to 9.98%, which indicates a higher perceived risk by analysts.
- Revenue Growth: Reduced from 6.50% to 6.08%, suggesting slightly lower expectations for future top-line expansion.
- Net Profit Margin: Increased from 4.34% to 4.39%, signaling a marginal improvement in profitability estimates.
- Future P/E: Declined from 14.16x to 13.27x, pointing to a lower valuation multiple applied to future earnings.
Disclaimer
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