Update shared on 27 Nov 2025
Gerresheimer's analyst price targets have been significantly reduced recently, with analysts citing ongoing uncertainties and diminished near-term visibility as key factors for the downward revision. Previous targets exceeded €50, but new values are now in the €23 to €46 range.
Analyst Commentary
Recent changes in analyst ratings and price targets reflect the significant degree of uncertainty now surrounding Gerresheimer's outlook. Market observers have weighed in on both potential positives and notable risks given the company’s evolving fundamentals and profit warnings.
Bullish Takeaways
- Some bullish analysts see value at current levels and are maintaining more constructive ratings, even though targets are being recalibrated lower.
- The company continues to attract optimism regarding its long-term positioning in the pharmaceutical packaging sector. This sector offers structural growth opportunities.
- Despite recent negative news, certain analysts highlight the potential for operational improvements and future earnings stabilization. This supports a more favorable outlook over the medium term.
Bearish Takeaways
- Bearish analysts have expressed concerns over diminished near-term visibility, particularly given successive profit warnings.
- Significantly lowered price targets reflect skepticism about Gerresheimer's ability to deliver on growth and profitability expectations in the coming quarters.
- Some analysts point to a lack of immediate catalysts and question whether the company can rebuild investor confidence in the absence of clearer guidance.
- Concerns have also been raised about overall uncertainty in execution and challenges related to margin recovery. This has led to downgrades and more cautious outlooks.
What's in the News
- Barclays downgraded Gerresheimer to Equal Weight from Overweight and cut its price target from EUR 64 to EUR 23, citing low visibility into the investment case and a lack of near-term catalysts (Barclays).
- Gerresheimer appointed Uwe Röhrhoff as interim CEO, effective November 1, 2025, following Dietmar Siemssen's departure by mutual agreement (Executive Changes).
- The US FDA approved SQ Innovation's Lasix ONYU, which uses Gerresheimer's on-body drug delivery device, with first products expected in 2025 (Product-Related Announcement).
- Gerresheimer revised its full-year 2025 guidance and now expects revenues to decline organically by 2% to 4%, compared to prior expectations of flat to 2% organic growth (Corporate Guidance).
- Construction has started on a new €30 million production facility at Gerresheimer’s Wertheim site in Germany. The project aims to expand capacity for high-quality ready-to-fill vials by mid-2027 (Business Expansion).
Valuation Changes
- Fair Value remains unchanged at €34.62 per share.
- Discount Rate remains unchanged at 9.98%.
- Revenue Growth has increased slightly, from 6.08% to 6.10%.
- Net Profit Margin is stable, at 4.39%.
- Future P/E has increased slightly, from 13.27x to 13.28x.
Disclaimer
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