Update shared on23 Sep 2025
Fair value Decreased 1.75%Deutsche Post's consensus price target was modestly reduced to €42.82 as analysts grew more cautious on near-term earnings and shipping volatility, particularly after soft Q2 trends, though longer-term confidence remains from some bullish voices.
Analyst Commentary
- Bearish analysts have lowered price targets due to concerns that DHL Group will struggle to achieve its fiscal 2025 outlook.
- Cautious sentiment persists as weaker shipping rates in February and March negatively impacted Q2, though June showed some improvement heading into Q3.
- Neutral stances from some analysts reflect uncertainty, with new coverage rated at "Peer Perform" and no price target provided.
- Bullish analysts like JPMorgan have marginally reduced price targets but maintain their Overweight (positive) view, suggesting underlying longer-term confidence.
- Overall, sentiment is mixed with a tilt toward caution as near-term earnings and shipping trends remain volatile.
What's in the News
- DHL has integrated directly with Shopify, enabling U.S.-based merchants to access DHL eCommerce and Express international shipping services within the platform.
- The integration offers merchants simplified customs options, the ability to choose between Delivered Duty Paid (DDP) and Delivered Duty Unpaid (DDU) services, and enhanced tracking and shipment protection.
- DHL's Parcel International Direct provides delivery to 37 key e-commerce markets with 5-12 day transit times, while Parcel International Standard and DHL Express Worldwide cover over 220 countries and territories.
- The integration is initially available for U.S. and German Shopify merchants, with plans to expand to Canada and other markets through 2025 and 2026.
Valuation Changes
Summary of Valuation Changes for Deutsche Post
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €43.59 to €42.82.
- The Consensus Revenue Growth forecasts for Deutsche Post has fallen slightly from 2.8% per annum to 2.7% per annum.
- The Discount Rate for Deutsche Post remained effectively unchanged, moving only marginally from 6.19% to 6.10%.
Disclaimer
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