Update shared on05 Sep 2025
Fair value Increased 0.13%Analysts have marginally raised Buzzi’s price target to €46.26, citing attractive valuation and German market exposure amid stabilizing European construction trends, though persistent caution remains due to U.S. macro risks, cost inflation, and concerns over free cash flow from capital expenditures.
Analyst Commentary
- Analysts highlight Buzzi’s attractive valuation relative to peers and significant German market exposure, supporting the investment case.
- Bullish analysts note stabilization in the European construction cycle and maintain confidence in long-term structural drivers, despite acknowledging near-term U.S. risks.
- Several bearish analysts point to near-term U.S. macroeconomic uncertainties and medium-term European cost inflation as key constraints to earnings growth.
- Multiple target price reductions reflect concerns about the potential impact of large capital expenditure projects on free cash flow generation and company guidance risk.
- Recent estimate downgrades stem from increased caution on earnings and cautious management outlook, with some analysts moving their estimates below consensus.
Valuation Changes
Summary of Valuation Changes for Buzzi
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €46.20 to €46.26.
- The Consensus Revenue Growth forecasts for Buzzi remained effectively unchanged, at 3.2% per annum.
- The Future P/E for Buzzi remained effectively unchanged, moving only marginally from 12.24x to 12.25x.
Disclaimer
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