Update shared on 01 Dec 2025
Fair value Increased 0.57%Alstom's analyst price target has been modestly raised from €23.59 to €23.72, as analysts cite continued optimism stemming from incremental improvements in revenue growth and fair value projections.
Analyst Commentary
Recent updates from street research highlight a continued sense of optimism among analysts regarding Alstom’s near-term prospects, as well as areas of lingering caution that shape current price targets and ratings.
Bullish Takeaways
- Bullish analysts are increasing their price targets for Alstom, reflecting confidence in the company’s ability to sustain revenue improvements and build value for shareholders.
- Upward adjustments in target valuations, some surpassing EUR 28, suggest expectations for strong execution and positive momentum within core markets.
- Most research teams maintain positive or overweight ratings, reinforcing positive sentiment about Alstom's medium-term growth trajectory.
- Several analysts point to incremental revenue growth and operational improvements as primary factors supporting the raised fair value assessments.
Bearish Takeaways
- Bearish analysts remain cautious about valuation. Some targets remain notably below recent bullish revisions, indicating perceived risks in execution or broader market uncertainties.
- Despite general optimism, there is a continued emphasis on monitoring the consistency of revenue growth and margin expansion to justify higher valuations.
- Concerns persist around the ability to sustain current momentum. Some analyst ratings, such as Equal Weight, signal a more neutral outlook on Alstom’s upside potential.
What's in the News
- Alstom and Ukrainian Railways signed an agreement for the delivery of 55 Traxx locomotives, financed by the European Bank for Reconstruction and Development and the World Bank. The locomotives will be manufactured in France and feature advanced technology and energy efficiency. (Client Announcements)
- Alstom raised its organic sales outlook for fiscal year 2025/26 to above 5 percent, compared to the previous range of 3 to 5 percent. (Corporate Guidance, Raised)
- Poland's PKP Intercity awarded Alstom a contract to supply 42 Coradia Max double-deck electric multiple units and 30 years of full-service maintenance, valued at approximately 1.6 billion euros. (Client Announcements)
- The SNCF Voyageurs Board approved an additional order for 30 Avelia Horizon very high-speed trains from Alstom, with deliveries beginning in 2031. (Client Announcements)
- Alstom's Board announced Martin Sion as the next CEO, set to succeed Henri Poupart-Lafarge in April 2026. (Executive Changes, CEO)
Valuation Changes
- Consensus Analyst Price Target has risen slightly, moving from €23.59 to €23.72.
- Discount Rate has increased from 8.61% to 8.74%. This indicates marginally higher perceived risk or required return.
- Revenue Growth projections have edged up, from 4.31% to 4.32%.
- Net Profit Margin expectation has fallen very slightly, from 4.15% to 4.15%.
- Future P/E ratio has increased modestly, rising from 15.82x to 15.98x.
Disclaimer
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