Update shared on05 Sep 2025
Analyst sentiment on Forvia remains mixed, with optimism around asset disposals and potential improvements in Electronics and Seating offset by persistent concerns over high debt levels and ongoing underperformance, resulting in an unchanged consensus price target of €13.78.
Analyst Commentary
- Mixed sentiment persists due to Forvia's sustained underperformance relative to peers.
- Bullish analysts are encouraged by upcoming asset disposals, which could reduce leverage and refocus strategy on core business segments like Electronics and Seating.
- Strengthening industry trends in Electronics and Seating, particularly with a potential return to outperformance in China in H2, are noted as positive drivers.
- Bearish analysts continue to express concern over the company's high debt levels and overall equity story.
- Price target revisions reflect a balance between optimism over strategic catalysts and continuing skepticism regarding the pace and certainty of operational turnaround.
What's in the News
- Forvia reiterated full-year 2025 earnings guidance, expecting sales between €26.3 billion and €27.5 billion at constant exchange rates.
- Hosted an Analyst/Investor Day event.
Valuation Changes
Summary of Valuation Changes for Forvia
- The Consensus Analyst Price Target remained effectively unchanged, at €13.78.
- The Consensus Revenue Growth forecasts for Forvia remained effectively unchanged, at 1.1% per annum.
- The Net Profit Margin for Forvia remained effectively unchanged, at 2.63%.
Disclaimer
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