Update shared on 06 Nov 2025
Fair value Increased 2.56%ASSA ABLOY's analyst price target has increased modestly, rising from SEK 366.06 to SEK 375.44 as analysts cite signs of end market recovery and ongoing confidence in the company’s growth outlook.
Analyst Commentary
Recent analyst activity reflects cautious optimism toward ASSA ABLOY's outlook, with several price target increases and an upgrade in rating tied to perceived improvements in key end markets and ongoing operational execution.
Bullish Takeaways
- Bullish analysts have raised price targets, citing improving momentum in important end markets, particularly U.S. non-residential construction.
- Upgrades in analyst ratings indicate growing confidence in the company’s ability to capture growth opportunities as markets recover.
- The series of upward revisions suggests expectations for resilient execution and sustainable revenue growth.
- Higher price targets reflect anticipated benefits from sector recovery, which supports an improved valuation outlook.
Bearish Takeaways
- Despite upward price target revisions, several analysts maintain neutral ratings, which signals lingering caution about the pace or sustainability of growth.
- Concerns remain about potential volatility in key end markets, which could impact growth projections.
- Some analysts see limited upside to the current share price given persistent macroeconomic uncertainties and competitive pressures.
What's in the News
- Barclays upgraded Assa Abloy to Equal Weight from Underweight with a price target of SEK 351, up from SEK 277 (Barclays).
- Barclays points to signs of recovery in U.S. non-residential construction, which is a crucial end market for Assa Abloy (Barclays).
Valuation Changes
- The consensus analyst price target has risen slightly from SEK 366.06 to SEK 375.44.
- The discount rate has edged higher from 6.50% to 6.57%.
- The revenue growth forecast has increased marginally from 7.03% to 7.05%.
- The net profit margin estimate is almost unchanged, moving from 11.41% to 11.41%.
- The future P/E ratio expectation has risen from 22.83x to 23.44x.
Disclaimer
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