Update shared on 21 Nov 2025
Fair value Decreased 0.26%Konecranes' analyst price target has been slightly reduced from €94.75 to €94.50. This change reflects tempered growth and margin forecasts as analysts weigh strong long-term opportunities against near-term industry headwinds.
Analyst Commentary
Recent analyst actions reflect a nuanced view of Konecranes' outlook, with both bullish and bearish sentiment influencing price targets and ratings.
Bullish Takeaways
- Bullish analysts highlight the company's addition to a major European Conviction List. They cite expectations for accelerated growth driven by global industrial trends such as tariffs and incentives supporting U.S. reshoring.
- Upward revisions to 2025 adjusted EBITA estimates, now significantly ahead of consensus, point to confidence in Konecranes’ ability to sustain margin improvements and outperform expectations.
- Structural growth opportunities in Port Solutions are seen as a central driver for future earnings, helping to counterbalance challenges elsewhere in the business.
- Following a robust second quarter, value-oriented investors express optimism about Konecranes capitalizing on increased demand for U.S. port equipment replacements.
Bearish Takeaways
- Bearish analysts express caution about near-term headwinds in the Industrial Equipment and Services segments. These challenges could dampen overall growth and margin expansion in the short run.
- Downgrades to Hold ratings and reductions in price targets reflect concerns around execution risk and a potentially slower than anticipated pace of recovery in certain business lines.
- There is a tempered view on growth, with margin forecasts being reevaluated due to ongoing market uncertainty and cyclical pressures.
- The current valuation is seen as fairly reflecting both opportunities and challenges. This implies limited upside until visibility on industry trends improves.
What's in the News
- Konecranes provided earnings guidance for 2025, expecting net sales to remain approximately on the same level as in 2024 (Key Developments).
- The company is introducing the Konecranes Noell Hydrogen Fuel Cell Straddle Carrier to the Americas and globally at the TOC Americas 2025, which advances its offering of low- to zero-tailpipe-emission equipment (Key Developments).
- The Alabama Port Authority ordered two Konecranes Rubber-Tired Gantry cranes for its new intermodal facility in Montgomery, Alabama, with delivery scheduled for the fourth quarter of 2026 (Key Developments).
- A major global terminal at the Port of Cartagena, Colombia, has ordered 25 new Konecranes RTGs and retrofits for an additional 10 RTGs as part of a larger modernization and automation program (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has declined fractionally to €94.50 from €94.75.
- Discount Rate has decreased slightly to 7.24% from 7.28%.
- Revenue Growth expectations have eased marginally to 3.51% from 3.56%.
- Net Profit Margin forecast has edged lower to 10.69% from 10.88%.
- Future P/E ratio is now projected at 18.34x, which is up modestly from 18.05x previously.
Disclaimer
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