Recurring Subscriptions And International Markets Will Unlock Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Nov 24

Updated

10 Dec 25

Views

68

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-2.1%

7D

0.3%

Loading

1Y

-2.1%

7D

0.3%

You can edit this narrative until Dec 11 7:05 PM. Then, changes will post as Updates.

Author's Valuation

€123.1524.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Decreased 0.43%

NEM: Digital Construction Adoption Will Drive Premium Multiples Despite Mixed Near-Term Sentiment

Nemetschek's analyst price target has been trimmed slightly to about EUR 123 from roughly EUR 124 as analysts balance strong growth expectations in construction software, along with recent Buy initiations and upgrades, against a marginally higher discount rate and mixed target revisions. Analyst Commentary Analysts remain divided on Nemetschek's near term valuation, but are broadly constructive on its long term growth profile and strategic positioning within construction software.

Shared on 26 Nov 25

Fair value Decreased 0.095%

NEM: Digital Construction Penetration Will Drive Sector-Leading Performance Ahead

Nemetschek's fair value price target edged slightly lower from €123.79 to €123.68, as analysts balance optimism about sustained sector-leading growth with a more cautious view in light of recent price target adjustments. Analyst Commentary Recent analyst opinions on Nemetschek reflect a mix of optimism regarding the company’s growth prospects and caution about valuation and market conditions.

Shared on 06 Nov 25

Fair value Decreased 0.33%

NEM: Improved Profit Margins Will Drive Future Value Creation

Nemetschek’s average analyst price target was slightly reduced, decreasing by approximately EUR 0.41 to EUR 123.79. Analysts balanced improved profit margin projections with slightly lower growth expectations and recent adjustments in target prices.

Shared on 03 Oct 25

Fair value Decreased 1.08%

Nemetschek's analyst price target has risen by €8 to €125. Analysts cite improved outlook and diminishing prior concerns to support the upgrade.

Shared on 07 Aug 25

Fair value Increased 1.14%

With no significant changes in discount rate or future P/E, Nemetschek’s fair value assessment has remained stable, with the consensus analyst price target unchanged at €124.15. What's in the News Nemetschek is actively seeking acquisitions, focusing on complementing its product offerings, particularly in AI, and has recently acquired Manufacton (DfMA AI software) and Xinaps (clash detection SaaS).

Shared on 01 May 25

Fair value Increased 4.82%

Shared on 23 Apr 25

Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.084%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 2.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 1.83%

AnalystConsensusTarget has increased revenue growth from 14.5% to 16.9% and increased shares outstanding growth rate from -0.0% to 0.0%.

AnalystConsensusTarget Fair Value

€123.15

24.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

12.48%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.39%

Calculation

€376.82m

Earnings '28

x

45.29x

PE Ratio '28

=

€17.07b

Market Cap '28

€17.07b

Market Cap '28

/

115.41m

No. shares '28

=

€147.87

Share Price '28

€147.87 Share Price '28

Discounted to 2025 @ 6.42% p.a.

=

€122.70

Fair Value '25