Update shared on07 Aug 2025
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).
- The company is open to larger acquisitions, potentially the size of GoCanvas or bigger, with priority segments in Build and Design, but also considering Operate, Manage, and Media.
- Management clarified there are no immediate plans for a capital increase, despite having the capacity to do so.
- Nemetschek raised its 2025 currency-adjusted revenue growth guidance to 20–22% (from 17–19%), reflecting extraordinary non-operating effects from the insolvency of a service and payment provider.
Valuation Changes
Summary of Valuation Changes for Nemetschek
- The Consensus Analyst Price Target remained effectively unchanged, at €124.15.
- The Discount Rate for Nemetschek remained effectively unchanged, moving only marginally from 6.32% to 6.33%.
- The Future P/E for Nemetschek remained effectively unchanged, moving only marginally from 47.73x to 47.74x.
Disclaimer
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