Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
United Kingdom
/
Tech
/
Spectris
Create a narrative
Spectris Community
LSE:SXS Community
3
Narratives
written by author
0
Comments
on narratives written by author
22
Fair Values set
on narratives written by author
Community Investing Ideas
Spectris
Popular
Undervalued
Overvalued
Spectris
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And IIoT Will Expand Smart Manufacturing Demand
Key Takeaways Surging demand and successful integration of acquisitions signal potential for revenue and margin outperformance, with cost and digital initiatives exceeding expectations. Strategic focus on digital solutions, R&D, and regulatory-driven markets supports sustainable, high-quality earnings growth and positions the company for above-market returns.
View narrative
UK£41.75
FV
2.0% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
6 days ago
author updated this narrative
Spectris
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Overvaluation Will Collapse As GB Electronic Industry Faces Uncertainty
Key Takeaways Revenue and margin growth could falter if end-market demand, client investment, and regulatory drivers fail to meet optimistic expectations built into the current valuation. Reliance on successful integration of recent acquisitions and sustained sector momentum carries risk amid economic volatility, geopolitical tensions, and uncertain regulatory cycles.
View narrative
UK£34.06
FV
20.1% overvalued
intrinsic discount
6.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
11 days ago
author updated this narrative
Spectris
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Trade Barriers And Cost Pressures Will Impair Valuation
Key Takeaways Shifts toward digital and software-led solutions, along with increased competition, threaten Spectris' core hardware dominance and pricing power. Rising protectionism, compliance costs, and integration risks from acquisitions are likely to pressure margins and hinder revenue growth.
View narrative
UK£26.25
FV
55.9% overvalued
intrinsic discount
4.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
13 days ago
author updated this narrative