Update shared on 30 Nov 2025
Fair value Increased 6.56%Analysts have raised their price target for Buzzi from €48.11 to €51.26. This reflects increased confidence in growth drivers and cement pricing trends across the sector.
Analyst Commentary
Recent analyst activity has produced a mix of upgraded ratings and price target increases for Buzzi, as well as renewed attention to sector-specific risks. The broad consensus points to both opportunities and challenges shaping the company's outlook.
Bullish Takeaways
- Several bullish analysts have raised their price targets, reflecting confidence in Buzzi’s ability to capitalize on positive trends in cement pricing and market demand.
- Upgrades to overweight ratings highlight expectations that sector catalysts, including regulatory factors in Europe, will support continued outperformance for the business.
- The company’s valuation is seen as attractive relative to peers, with a leading market position, particularly in Germany, helping to underpin long-term growth potential.
- Stabilization in the European construction cycle and intact long-term growth drivers in the U.S. are viewed as supportive for future execution and expansion.
Bearish Takeaways
- Bearish analysts have expressed caution regarding near-term challenges, including uncertainties in the U.S. market and medium-term cost pressures in Europe that could weigh on earnings growth.
- There are concerns that higher capital expenditure, especially in larger ongoing projects, could increase downside risk to free cash flow generation if not managed efficiently.
- With some price targets left unchanged despite recent developments, expectations for substantial upside have been tempered, especially as factors such as the removal of CO2 allowances come into play.
- Analysts maintaining neutral ratings point to a balanced risk-reward profile, emphasizing execution risks that may limit further upside in the near term.
Valuation Changes
- Consensus Analyst Price Target has risen from €48.11 to €51.26, reflecting increased optimism in Buzzi’s outlook.
- Discount Rate has edged up slightly from 10.56% to 10.61%, indicating a minor adjustment for perceived investment risk.
- Revenue Growth expectations have increased modestly from 3.56% to 3.63% projected annually.
- Net Profit Margin forecast has dipped marginally from 18.21% to 18.02%, suggesting slightly lower profitability in projections.
- Future P/E ratio has moved higher from 12.95x to 13.94x, indicating that shares are expected to trade at a greater premium to earnings.
Disclaimer
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