Update shared on 22 Nov 2025
Fair value Decreased 2.78%Narrative Update: Rockwool Analyst Price Target Revision
Analysts have revised their fair value price target for Rockwool downward from DKK 286.23 to DKK 278.26. This adjustment reflects changes in projected revenue growth and discount rates, as well as differing recent outlooks on valuation potential.
Analyst Commentary
Recent research updates on Rockwool highlight diverging perspectives among analysts regarding the company’s outlook and valuation. These views reflect shifting market expectations and evolving company fundamentals.
Bullish Takeaways- Bullish analysts recognize "deep value" in Rockwool shares at their current price levels and indicate potential upside for investors willing to take a long-term position.
- Upgrades to higher ratings by certain analysts are supported by improved expectations for growth and execution. This signals confidence in the company’s future performance.
- Price target increases suggest an outlook for recovery or expansion in profitability that may be driven by operational improvements.
- These positive revisions indicate that some analysts expect Rockwool to outperform previous projections even amid general market uncertainty.
- Bearish analysts have lowered their price targets because of caution around the company’s execution and potential headwinds in its core markets.
- Some maintain a more neutral outlook and cite concerns about whether valuation levels are justified given near-term growth prospects.
- Cautious views often reflect sensitivities to changes in projected revenue growth and discount rates. These factors could impact Rockwool’s fair value estimation.
- Persistent questions regarding the sustainability of recent performance may temper enthusiasm, despite some positive signals from the market.
What's in the News
- Rockwool A/S has adjusted its earnings guidance for the full year 2025. The company now expects an EBIT margin between 14% and 15%, compared to its earlier outlook of an EBIT margin below 16%. Revenue is projected to remain at the level of the previous year (Corporate Guidance).
Valuation Changes
- Consensus Analyst Price Target: Decreased from DKK 286.23 to DKK 278.26, reflecting a moderate reduction in fair value expectations.
- Discount Rate: Increased slightly from 6.05% to 6.24%, suggesting a marginal rise in perceived risk or cost of capital for future projections.
- Revenue Growth: Decreased from 4.35% to 3.53%, indicating lowered expectations for the company’s future top-line expansion.
- Net Profit Margin: Increased slightly from 13.43% to 13.55%, pointing to a modest improvement in earnings efficiency.
- Future P/E: Declined significantly from 98.8x to 13.8x, representing a notably lower valuation multiple assigned to future earnings.
Disclaimer
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