Analyst Commentary Highlights Modest Valuation Increase for RWE Amid Strategic Shifts and Renewables Focus

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Nov 24

Updated

04 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

48.3%

7D

0.8%

Loading

1Y

48.3%

7D

0.8%

You can edit this narrative until Dec 5 1:05 PM. Then, changes will post as Updates.

Author's Valuation

€48.189.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

Fair value Increased 2.16%

RWE: Future Returns Will Reflect Renewables Execution And Hydrogen Project Progress

Analysts have modestly raised their price target on RWE to approximately €48 from about €47, citing slightly improved profit margin expectations and a marginally higher future P/E multiple, even though growth and discount rate assumptions remain broadly unchanged. What's in the News RWE completed construction of its first project in Louisiana, the 100 MW Lafitte Solar plant, which is expected to be fully online by year end and supported by a long term PPA with Meta that includes associated environmental benefits and RECs (Key Developments).

Shared on 20 Nov 25

Fair value Increased 3.62%

RWE: Future Developments Will Reflect Execution Risks And Renewables Transition Progress

Analysts have modestly adjusted their price target for RWE AG, increasing it from €45.51 to €47.16. They cite improved revenue growth projections and steady profit margins as key drivers for this upward revision.

Shared on 06 Nov 25

Fair value Increased 2.38%

RWE: Future Performance Will Reflect Execution Risks and Renewables Developments

Analysts have modestly increased their price target for RWE to approximately €45.51, up from €44.45. This reflects revised expectations for revenue growth and a slightly higher discount rate, even as profit margin forecasts edged lower.

Shared on 22 Oct 25

Fair value Increased 1.07%

Analysts have slightly increased their fair value estimate for RWE to approximately €44.45 from €43.98, citing updated forecasts for revenue growth and future profitability. This increase comes despite some recent reductions in Street price targets.

Shared on 08 Oct 25

Fair value Increased 1.81%

Analysts have slightly raised their fair value estimate for RWE to €43.98. They cite adjustments in discount rates and revised assumptions for profit margins, despite a modest reduction in Street-wide price targets.

Shared on 10 Sep 25

Fair value Increased 0.80%

Analysts have raised RWE’s price target slightly to €43.20, citing the company's strengthening in renewables and solid operational performance, though tempered by concerns over commodity volatility and regulatory risks. Analyst Commentary Bullish analysts cite RWE's strategic positioning in renewables and clean energy as enhancing long-term growth prospects.

Shared on 01 May 25

Fair value Increased 13%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 11%

AnalystConsensusTarget has decreased revenue growth from 7.5% to 4.9%.

Shared on 26 Mar 25

Fair value Decreased 4.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 2.34%

AnalystConsensusTarget has decreased profit margin from 7.9% to 6.8% and increased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

€48.18

9.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.27%

Renewable Energy revenue growth rate

0.42%

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

6.44%

Calculation

€2.04b

Earnings '28

x

19.30x

PE Ratio '28

=

€39.31b

Market Cap '28

€39.31b

Market Cap '28

/

676.26m

No. shares '28

=

€58.13

Share Price '28

€58.13 Share Price '28

Discounted to 2025 @ 6.48% p.a.

=

€48.16

Fair Value '25