Sandvik’s consensus price target has been revised upward to SEK250.67, reflecting analysts’ increased confidence driven by improved earnings momentum, strong order intake, and sound margin management, though some caution remains on valuation after recent share price gains.
Analyst Commentary
- Bullish analysts cite improved earnings momentum and strong order intake supporting upward revisions to price targets.
- Upgrades reflect increased confidence in Sandvik’s end-market exposure, particularly in mining and infrastructure.
- Stable or growing margins and effective cost management are contributing to a more optimistic outlook.
- Recent results indicate continued execution on restructuring initiatives and portfolio transformation.
- Some maintain neutral ratings, expressing caution around valuation after the recent share price appreciation.
What's in the News
- Sandvik secured a major SEK 450 million order from JCHX Mining Management for underground mining equipment and digital solutions at Botswana's expanding Khoemacau Copper Mine, with deliveries set from Q3 2025 to Q2 2026.
- The company also won a SEK 270 million order for loaders and trucks from Oyu Tolgoi LLC for Mongolia's Oyu Tolgoi copper-gold mine, with deliveries scheduled from October 2025 through November 2026.
Valuation Changes
Summary of Valuation Changes for Sandvik
- The Consensus Analyst Price Target has risen slightly from SEK241.56 to SEK250.67.
- The Future P/E for Sandvik has risen slightly from 19.55x to 20.27x.
- The Discount Rate for Sandvik remained effectively unchanged, moving only marginally from 6.33% to 6.32%.
Disclaimer
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