Update shared on 19 Nov 2025
Fair value Increased 2.18%Narrative Update on OPmobility Price Target
Analysts have increased their price target for OPmobility from €16.30 to €17.00. This change reflects a positive outlook supported by updated fair value estimates and sustained buy recommendations in recent research.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight the increase in price target as a reflection of improved earnings visibility and confidence in OPmobility’s growth trajectory.
- They cite consistent execution on strategic initiatives, which supports the view that the company can sustain elevated valuation levels.
- Recent research suggests ongoing optimism about OPmobility's ability to capitalize on market trends, which could further enhance shareholder value.
- The reaffirmed buy ratings signal strong conviction in the management team's capacity to deliver on future milestones and financial targets.
Bearish Takeaways
- Bears remain cautious about macroeconomic uncertainties that could impact demand and weigh on operational performance.
- Some point to the possibility of competitive pressures that may challenge the company's ability to deliver above-consensus results.
- Execution risks are noted, particularly regarding the integration of new initiatives and the challenge of sustaining momentum in a dynamic market.
What's in the News
- OPmobility SE has provided earnings guidance for 2025 and confirmed its outlook, aiming to improve both operating margin and Group net result compared to 2024. The company is also continuing efforts to reduce net debt (Company guidance).
Valuation Changes
- The Fair Value Estimate has risen slightly from €13.07 to €13.36.
- The Discount Rate is up marginally from 10.72% to 10.78%.
- Revenue Growth expectations have edged down from 1.18% to 1.14%.
- The Net Profit Margin has decreased slightly from 2.72% to 2.69%.
- The future P/E ratio has increased modestly from 8.59x to 8.91x.
Disclaimer
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