Update shared on27 Aug 2025
Fair value Increased 1.32%Analysts have modestly raised their price target for ASSA ABLOY to SEK356.00, citing improving sentiment driven by signs of recovery in the U.S. non-residential construction sector and stronger industry trends, tempered by continued caution around near-term growth and execution risks.
Analyst Commentary
- Bullish analysts cite signs of recovery in the U.S. non-residential construction sector, a key end market, as a primary driver for upward price target revisions.
- Multiple analysts have incrementally raised price targets, indicating improving sentiment about underlying business fundamentals and earnings potential.
- Upgrades reflect increased confidence in Assa Abloy’s exposure to favorable industry trends within industrials.
- Some bearish adjustments are driven by lingering cautiousness regarding near-term growth outlook and execution risks.
- Overall, analysts are balancing sector recovery optimism against residual concerns over market volatility and operational challenges.
What's in the News
- Barclays upgraded Assa Abloy to Equal Weight from Underweight, increasing the price target to SEK 351 (from SEK 277), citing signs of recovery in U.S. non-residential construction, a key end market (Barclays).
- Assa Abloy partnered with Transact + CBORD to enhance campus security through mobile-enabled wireless access, now present in nearly 100 campuses globally (Key Developments).
- The adoption of mobile credentials for access control has accelerated, with 40% of organizations utilizing them versus 32% in 2022, indicating a shift toward mobile-first access solutions (HID Global2024 State of Physical Access Control report).
- The partnership focuses on student convenience (unlocking doors via mobile), stronger and more manageable security (quick deactivation of lost devices), and streamlined deployment for educational institutions (Key Developments).
- Ongoing investments from Assa Abloy and partners aim to provide scalable, future-ready access control solutions, aligning with evolving campus needs and budget constraints (Key Developments).
Valuation Changes
Summary of Valuation Changes for ASSA ABLOY
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK351.38 to SEK356.00.
- The Future P/E for ASSA ABLOY has risen slightly from 22.70x to 23.17x.
- The Consensus Revenue Growth forecasts for ASSA ABLOY remained effectively unchanged, moving only marginally from 5.1% per annum to 5.0% per annum.
Disclaimer
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