Update shared on25 Sep 2025
Fair value Decreased 1.29%Despite optimism around stabilizing demand, improved construction activity, and resilient margins, the consensus analyst price target for ASSA ABLOY was modestly reduced from SEK356.00 to SEK351.41.
Analyst Commentary
- Bullish analysts cite a recovery in U.S. non-residential construction, a key end market for Assa Abloy, as supporting improved sentiment.
- Increased price targets are driven by greater confidence in the industrial sector’s outlook.
- Upgrades reflect stabilizing demand trends within key regional markets.
- Analysts point to constructive visibility on future revenue growth.
- Target revisions embed expectations for medium-term margin resilience.
What's in the News
- Barclays upgraded Assa Abloy to Equal Weight from Underweight, raising the price target to SEK 351 (from SEK 277), citing signs of recovery in the U.S. non-residential construction market (Periodicals).
- Assa Abloy has partnered with Transact + CBORD to modernize campus security, enabling mobile-enabled wireless access across nearly 100 campuses globally (Key Developments).
- The partnership aligns with an industry trend, as 40% of organizations now employ mobile credentials for access control, up from 32% in 2022 according to the HID Global2024 State of Physical Access Control report (Key Developments).
- The alliance emphasizes student convenience, stronger security (with easy deactivation of lost devices), and seamless technological integration for campuses (Key Developments).
- Investment in mobile-first, future-ready campus access solutions aims to meet evolving student expectations and address school budget challenges, with support from a network of security integrators (Key Developments).
Valuation Changes
Summary of Valuation Changes for ASSA ABLOY
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK356.00 to SEK351.41.
- The Consensus Revenue Growth forecasts for ASSA ABLOY has fallen slightly from 5.0% per annum to 4.8% per annum.
- The Discount Rate for ASSA ABLOY remained effectively unchanged, moving only marginally from 6.51% to 6.55%.
Disclaimer
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