Update shared on04 Sep 2025
Analysts maintain an Overweight rating on DSV but have adopted short-term caution due to integration uncertainties following the Schenker acquisition, anticipating a nuanced Q2 and modestly reducing the price target to DKK1779.
Analyst Commentary
- JPMorgan reduces price target in anticipation of a "nuanced quarter" due to the first-time consolidation of Schenker following the recent acquisition.
- Uncertainty around Q2 performance as the integration of Schenker introduces operational complexities.
- Despite lowering the price target, the Overweight rating is maintained, signaling continued long-term confidence.
- Analysts point to the upcoming Q2 report as a key event to assess the initial impacts of the Schenker deal on DSV's business performance.
- Adjustments reflect short-term caution on execution and integration risks rather than a negative reassessment of the company's underlying fundamentals.
What's in the News
- DSV A/S confirmed unchanged 2025 EBIT before special items guidance at DKK 19.5–21.5 billion.
Valuation Changes
Summary of Valuation Changes for DSV
- The Consensus Analyst Price Target remained effectively unchanged, at DKK1779.
- The Future P/E for DSV remained effectively unchanged, at 24.27x.
- The Consensus Revenue Growth forecasts for DSV remained effectively unchanged, at 18.5% per annum.
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