Edenred’s consensus price target was slightly reduced to €39.10 as analysts anticipate Italian market headwinds and a lack of near-term catalysts despite solid cost control and ongoing long-term confidence from major firms.
Analyst Commentary
- Bearish analysts lowered price targets primarily due to expected upcoming headwinds in the Italian market.
- Strong cost control initiatives helped drive EBITDA like-for-like growth, providing some resilience against sector challenges.
- Q2 growth remained unchanged, but analysts saw no inflection point signalling material improvement ahead.
- Mixed sentiment persists, with Overweight and Buy ratings maintained despite lower targets, reflecting continued longer-term confidence from major firms such as JPMorgan and Morgan Stanley.
- Neutral and Hold ratings from other analysts highlight market uncertainty and a lack of strong near-term catalysts for outperformance.
What's in the News
- Edenred SE to hold a board meeting to consider and approve interim consolidated financial statements for the six months ended June 30, 2025.
Valuation Changes
Summary of Valuation Changes for Edenred
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €39.72 to €39.10.
- The Consensus Revenue Growth forecasts for Edenred remained effectively unchanged, moving only marginally from 9.3% per annum to 9.2% per annum.
- The Net Profit Margin for Edenred remained effectively unchanged, moving only marginally from 20.21% to 20.05%.
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