Narrative updates are currently in beta.

Back to narrative

Update shared on04 Aug 2025

Fair value Increased 9.38%
AnalystConsensusTarget's Fair Value
€28.37
9.9% undervalued intrinsic discount
08 Aug
€25.55
Loading
1Y
-16.2%
7D
1.0%

The upward revision in Mersen’s Analyst Price Target reflects improved fundamentals, with notable increases in both net profit margin and consensus revenue growth forecasts, resulting in a new fair value estimate of €28.37.


What's in the News


  • Salvador Lamas, currently COO, appointed as successor to Luc Themelin as CEO after the 2026 AGM, following an extensive succession process.
  • Mersen secured over EUR 35 million in orders from major HVDC power transmission players for converter components in offshore wind farm grid connections across Germany, the Netherlands, and the Middle East, with deliveries commencing in 2025 and continuing into 2026.

Valuation Changes


Summary of Valuation Changes for Mersen

  • The Consensus Analyst Price Target has risen from €25.93 to €28.37.
  • The Net Profit Margin for Mersen has significantly risen from 6.24% to 7.19%.
  • The Consensus Revenue Growth forecasts for Mersen has significantly risen from 3.3% per annum to 3.8% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.