Update shared on 06 Nov 2025
Fair value Decreased 0.33%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.
Analyst Commentary
Recent analyst updates on Nemetschek reflect a balance between optimism about the company’s improved fundamentals and caution about growth headwinds and valuation concerns. Analysts have adjusted both ratings and price targets to reflect these evolving outlooks.
Bullish Takeaways- Bullish analysts see Nemetschek alleviating previous operational concerns. This suggests improved execution and confidence in management’s strategic direction.
- Some forecasts for the company’s profit margins have improved. This has contributed to increased price targets and rating upgrades.
- There is optimism that Nemetschek’s risk profile has stabilized, which supports stronger investor sentiment and a shift toward Buy recommendations.
- Rising long-term growth potential is highlighted because recent upgrades indicate belief in the company’s ability to outperform previous expectations.
- Bearish analysts have reduced price targets. They cite tempered near-term growth expectations and lingering doubts about market demand recovery.
- Despite improvements, some maintain Hold ratings due to valuation concerns relative to historical norms and sector comparables.
- Concerns about achieving growth targets persist. This has led to more conservative projections on future performance.
What's in the News
- Nemetschek SE reconfirmed earnings guidance for the financial year 2025, expecting currency-adjusted revenue growth of 20% to 22%. This outlook factors in the contribution from its recent GoCanvas acquisition (Key Developments).
- The acquisition of GoCanvas is projected to contribute approximately 450 basis points to the 2025 revenue target (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from €124.21 to €123.79.
- Discount Rate has declined moderately from 6.39% to 6.21%.
- Revenue Growth forecast has edged down from 14.11% to 13.72%.
- Net Profit Margin has improved modestly from 21.57% to 21.88%.
- Future P/E ratio has fallen from 48.05x to 45.74x.
Disclaimer
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