HOCHTIEF (HOT) Aperçu de l'action
HOCHTIEF Aktiengesellschaft exerce des activités de construction dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 3/6 |
HOT Community Fair Values
Create NarrativeSee what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€243.36
FV
82.9% surévalué décote intrinsèque9.00%
Revenue growth p.a.
60
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HOCHTIEF Aktiengesellschaft Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €445.20 |
| Plus haut sur 52 semaines | €554.00 |
| Plus bas sur 52 semaines | €210.40 |
| Bêta | 0.79 |
| Variation sur 1 mois | -2.54% |
| Variation sur 3 mois | -16.00% |
| Variation sur 1 an | 105.73% |
| Variation sur 3 ans | 377.68% |
| Variation sur 5 ans | 522.14% |
| Évolution depuis l'introduction en bourse | 975.62% |
Nouvelles et mises à jour récentes
Article d’analyse • Aug 02
We Think HOCHTIEF's (ETR:HOT) Solid Earnings Are Understated
The market seemed underwhelmed by last week's earnings announcement from HOCHTIEF Aktiengesellschaft ( ETR:HOT...
Mise à jour du récit • Jul 29
HOT: Dividend Strength And Upgraded Outlook Will Shape Future Share Returns
Analysts have lifted their price target for HOCHTIEF to about €478 from roughly €464, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following more positive recent research commentary. What’s in the News for HOCHTIEF HOCHTIEF raised its 2026 operational net profit guidance to a range of €1,025 million to €1,100 million, compared with the previous range of €950 million to €1,025 million.
Mise à jour du récit • Jul 15
HOT: Thiess Acquisition Will Drive Future Mining Services Upside For This Builder
Analysts have raised their price target for HOCHTIEF from €375 to €605, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a more constructive stance in recent research. What's in the News HOCHTIEF's Australian subsidiary CIMIC Group Limited has completed the acquisition of all outstanding interests in Thiess Group Holdings Pty Ltd for A$1.18b, restoring full ownership of Thiess to CIMIC and HOCHTIEF.Recent updates
Article d’analyse • Aug 02
We Think HOCHTIEF's (ETR:HOT) Solid Earnings Are Understated
The market seemed underwhelmed by last week's earnings announcement from HOCHTIEF Aktiengesellschaft ( ETR:HOT...Mise à jour du récit • Jul 29
HOT: Dividend Strength And Upgraded Outlook Will Shape Future Share Returns
Analysts have lifted their price target for HOCHTIEF to about €478 from roughly €464, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following more positive recent research commentary. What’s in the News for HOCHTIEF HOCHTIEF raised its 2026 operational net profit guidance to a range of €1,025 million to €1,100 million, compared with the previous range of €950 million to €1,025 million.Mise à jour du récit • Jul 15
HOT: Thiess Acquisition Will Drive Future Mining Services Upside For This Builder
Analysts have raised their price target for HOCHTIEF from €375 to €605, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a more constructive stance in recent research. What's in the News HOCHTIEF's Australian subsidiary CIMIC Group Limited has completed the acquisition of all outstanding interests in Thiess Group Holdings Pty Ltd for A$1.18b, restoring full ownership of Thiess to CIMIC and HOCHTIEF.
Mise à jour du récit • Jul 01
HOT: Index Promotion And Upgrades Will Likely Leave Shares Overstretched
Analysts have raised their fair value estimate for HOCHTIEF from about €167.50 to €259.00, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, as reflected in recent upgrades such as Kepler Cheuvreux turning more positive on the stock. What's in the News for HOCHTIEF HOCHTIEF Aktiengesellschaft has been added to the Germany DAX Index (Performance), according to a key index constituent update.Mise à jour du récit • Jun 17
HOT: Dividend Visibility And Upgraded Outlook Will Shape Future Share Returns
Analysts have raised their price target for HOCHTIEF to about €464 from roughly €441, citing updated fair value estimates and a more favorable stance reflected in recent upgrades. What’s in the News for HOCHTIEF No recent company specific news items for HOCHTIEF were provided in the available sources.Mise à jour du récit • Jun 03
HOT: Dividend Visibility And Data Center Demand Will Shape Future Share Returns
Analysts have raised their price target on HOCHTIEF from about €367.77 to about €441.27, citing refreshed views in recent research that reflect a more positive stance on the stock. What's in the News HOCHTIEF Aktiengesellschaft announced an annual dividend of €6.60 per share.Article d’analyse • May 15
€414 - That's What Analysts Think HOCHTIEF Aktiengesellschaft (ETR:HOT) Is Worth After These Results
Last week, you might have seen that HOCHTIEF Aktiengesellschaft ( ETR:HOT ) released its first-quarter result to the...Mise à jour du récit • Apr 25
HOT: Data Center Capex Tailwind Will Eventually Strain Future Share Returns
Analysts have raised their price target on HOCHTIEF to €371 from €163, citing continued strength in hyperscaler capital spending and the group's role via Turner in the U.S. as a key contractor in data center construction, while also noting that the recent share price move already reflects much of this optimism. Analyst Commentary Recent Street research highlights a sharp reset in expectations around HOCHTIEF, with the new €371 price target framing both the upside linked to data center exposure and the risks tied to how much optimism is already in the share price.Mise à jour du récit • Apr 07
HOT: Data Center Capex Tailwind Will Eventually Constrain Future Share Returns
Analysts have lifted their price target on HOCHTIEF to €371, with the updated view supported by expectations that the company’s role in data center construction through its U.S. subsidiary Turner positions it to benefit from strong hyperscaler capex. Analyst Commentary Recent research reflects a mixed stance on HOCHTIEF, with a sharply higher price target paired with a Hold rating.Mise à jour du récit • Mar 23
HOT: Data Center Demand Will Support Future Returns While Limiting Upside Potential
Narrative Update on HOCHTIEF Analysts have lifted their average price target for HOCHTIEF from about €338 to roughly €368, citing stronger expected data center related demand via its U.S. subsidiary and a higher assumed future P/E of around 24x. They are maintaining a more cautious stance following the share price move since June 2024.Mise à jour du récit • Mar 08
HOT: Data Center Euphoria Will Likely Restrain Future Share Price Returns
Narrative Update Analysts have lifted their price target on HOCHTIEF to about €338 from roughly €320, citing updated assumptions on data center exposure, slightly higher revenue growth and profit margins, and a modestly lower discount rate. They also point to a higher Street target of €371 that reflects the company’s role in U.S. data center construction through Turner.Mise à jour du récit • Feb 21
HOT: Hyperscaler Data Center Exposure Will Likely Cap Future Share Price Upside
Narrative Update on HOCHTIEF The analyst price target for HOCHTIEF has moved from €295.30 to €320.19. Analysts cite higher expected hyperscaler capex, HOCHTIEF's role in data center construction through Turner, and the share price already trading well above prior expectations as key drivers of their revised view.Mise à jour du récit • Feb 06
HOT: Lithium Infrastructure Expansion Will Likely Limit Future Share Price Upside
Analysts have nudged their price target for HOCHTIEF slightly higher to €295.30 from about €292.74, reflecting updated assumptions around discount rates, revenue, profit margins and future P/E levels. What's in the News HOCHTIEF has expanded its partnership with Vulcan Energy, a Germany focused lithium and renewable energy business, giving the group an end to end role in developing Vulcan’s lithium production and processing infrastructure (Key Developments).Article d’analyse • Jan 25
HOCHTIEF's (ETR:HOT) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Mise à jour du récit • Jan 23
HOT: Lithium Projects And Profit Outlook Will Likely Constrain Future Upside
Analysts have nudged their fair value estimate for HOCHTIEF higher from €285.97 to €292.74, citing updated assumptions around the discount rate, long term revenue growth, profit margins and future P/E expectations. What's in the News HOCHTIEF, through its subsidiary Sedgman, has been appointed Engineering, Procurement and Construction Management contractor for Vulcan Energy's Lionheart Project, covering a €397 million Lithium Extraction Plant and a €337 million Central Lithium Plant (Key Developments).Mise à jour du récit • Jan 08
HOT: Lithium Expansion And Raised Profit Guidance Will Likely Limit Future Upside
Analysts have nudged their price target on HOCHTIEF slightly higher, with fair value moving from €284.71 to €285.97, supported by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News HOCHTIEF expanded its partnership with Vulcan Energy, taking an end to end role in developing lithium production and processing infrastructure through its Sedgman and HOCHTIEF Infrastructure units (Key Developments).Article d’analyse • Dec 26
Is Now The Time To Put HOCHTIEF (ETR:HOT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Mise à jour du récit • Dec 15
HOT: Expanded Lithium Exposure Will Likely Cap Future Share Price Upside
Analysts have raised their price target on HOCHTIEF by approximately €17 to about €285, citing slightly lower perceived risk, stronger expected revenue growth, modestly improved profit margins, and a marginally higher future earnings multiple. What's in the News HOCHTIEF, through its Sedgman unit and HOCHTIEF Infrastructure, has been appointed EPCM contractor for Vulcan Energy’s Lionheart Project, covering both a EUR 397 million Lithium Extraction Plant and a EUR 337 million Central Lithium Plant, reinforcing its role in critical minerals infrastructure (Key Developments) HOCHTIEF has agreed to invest EUR 169 million in Vulcan Energy, including EUR 39 million in the Lionheart Project and up to EUR 130 million via a share subscription, becoming a cornerstone investor in the sustainable lithium and renewable energy business (Key Developments) The company has been named preferred supplier for the Lionheart Project’s civil construction works, strengthening its integrated presence across the energy transition value chain (Key Developments) HOCHTIEF raised its 2025 operational net profit guidance to a range of EUR 750 to 780 million, from a previous range of EUR 680 to 730 million, indicating a targeted 20 to 25 percent year-on-year increase, with the company citing very strong profit momentum at the Turner segment and an expected acceleration in Q4 2025 (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from approximately €267.84 to about €284.71 per share, reflecting a modest uplift in the underlying valuation.Article d’analyse • Dec 03
A Look At The Fair Value Of HOCHTIEF Aktiengesellschaft (ETR:HOT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, HOCHTIEF fair value estimate is €346 HOCHTIEF's €310 share...Mise à jour du récit • Nov 30
HOT: Higher Projected Profit Margins Will Limit Share Price Upside Ahead
Analysts have raised their price target for HOCHTIEF from €223.46 to €267.84, citing improved revenue growth projections and stronger profit margins as the basis for the upward revision. What's in the News HOCHTIEF has raised its operational net profit guidance for the financial year 2025 to EUR 750 million to EUR 780 million, up from the previous estimate of EUR 680 million to EUR 730 million (Key Developments).Article d’analyse • Nov 18
We Like HOCHTIEF's (ETR:HOT) Earnings For More Than Just Statutory Profit
Following the solid earnings report from HOCHTIEF Aktiengesellschaft ( ETR:HOT ), the market responded by bidding up...Mise à jour du récit • Nov 16
HOT: Rising Discount Rate Will Limit Upside Despite Stronger Profit Momentum
Analysts have raised their price target for HOCHTIEF from €205.53 to €223.46, citing higher revenue growth forecasts and improved profit margins. What's in the News HOCHTIEF has raised its earnings guidance for 2025, increasing operational net profit expectations to EUR 750 million to 780 million, up from a prior range of EUR 680 million to 730 million (Key Developments).Article d’analyse • Nov 04
Is HOCHTIEF (ETR:HOT) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour du récit • Nov 01
HOT: Rising Discount Rate Will Challenge Future Earnings Stability
Narrative Update on HOCHTIEF Analyst Price Target Analysts have maintained their price target for HOCHTIEF at €205.53. This reflects stable expectations, as recent evaluations cite consistent revenue growth and profit margin forecasts.Article d’analyse • Oct 21
HOCHTIEF's (ETR:HOT) Returns On Capital Tell Us There Is Reason To Feel Uneasy
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...Mise à jour du récit • Oct 18
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Analysts have raised their price target for HOCHTIEF from €195.53 to €205.53. They cited improved revenue growth expectations as the key driver behind this upward revision.Mise à jour du récit • Oct 04
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Analysts have raised their price target for HOCHTIEF from €174.65 to €195.53. This change reflects improvements in forecasted revenue growth and a lower discount rate in their latest outlook.Article d’analyse • Sep 24
At €229, Is It Time To Put HOCHTIEF Aktiengesellschaft (ETR:HOT) On Your Watch List?
HOCHTIEF Aktiengesellschaft ( ETR:HOT ) received a lot of attention from a substantial price increase on the XTRA over...Article d’analyse • Aug 28
HOCHTIEF Aktiengesellschaft (ETR:HOT) Shares Could Be 44% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for HOCHTIEF is €379 based on 2 Stage Free Cash Flow to Equity HOCHTIEF is...Article d’analyse • Aug 15
What HOCHTIEF Aktiengesellschaft's (ETR:HOT) 27% Share Price Gain Is Not Telling You
Despite an already strong run, HOCHTIEF Aktiengesellschaft ( ETR:HOT ) shares have been powering on, with a gain of 27...
Nouveau récit • Nov 25
Turner's Decisive Moves In Advanced Tech And Energy Promise Revenue Growth
Strategic expansion in tech, energy, and infrastructure projects promises significant revenue growth and aligns with global sustainability trends.Rendement pour les actionnaires
| HOT | DE Construction | DE Marché | |
|---|---|---|---|
| 7D | -1.0% | 0.05% | 0.5% |
| 1Y | 105.7% | 94.8% | 4.4% |
Rendement vs Industrie: HOT a dépassé le secteur German Construction qui a rapporté 94.8 % au cours de l'année écoulée.
Rendement vs marché: HOT a dépassé le marché German qui a rapporté 4.4 % au cours de l'année écoulée.
Volatilité des prix
| HOT volatility | |
|---|---|
| HOT Average Weekly Movement | 5.2% |
| Construction Industry Average Movement | 4.6% |
| Market Average Movement | 5.4% |
| 10% most volatile stocks in DE Market | 12.9% |
| 10% least volatile stocks in DE Market | 2.7% |
Cours de l'action stable: HOT n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché German.
Volatilité au fil du temps: La volatilité hebdomadaire de HOT ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1873 | 63,483 | Juan Cases | www.hochtief.com |
HOCHTIEF Aktiengesellschaft exerce des activités de construction dans le monde entier. La société exerce ses activités par l'intermédiaire des divisions HOCHTIEF Americas, HOCHTIEF Asia Pacific et HOCHTIEF Europe. La division HOCHTIEF Americas fournit des services de construction de bâtiments et d'infrastructures de transport, principalement aux États-Unis et au Canada.
HOCHTIEF Aktiengesellschaft Résumé des fondamentaux
| HOT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €33.47b |
| Bénéfices(TTM) | €888.92m |
| Recettes(TTM) | €40.00b |
37.7x
Ratio P/E0.8x
Ratio P/SLe site HOT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| HOT compte de résultat (TTM) | |
|---|---|
| Recettes | €40.00b |
| Coût des recettes | €30.07b |
| Marge brute | €9.94b |
| Autres dépenses | €9.05b |
| Les revenus | €888.92m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
Nov 05, 2026
| Résultat par action (EPS) | 11.81 |
| Marge brute | 24.84% |
| Marge bénéficiaire nette | 2.22% |
| Ratio dettes/capitaux propres | 664.0% |
Quelles ont été les performances à long terme de HOT?
Voir les performances historiques et les comparaisonsDividendes
1.5%
Rendement actuel des dividendes56%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 21:35 |
| Cours de l'action en fin de journée | 2026/08/12 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
HOCHTIEF Aktiengesellschaft est couverte par 22 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christian Weiz | Baader Helvea Equity Research |
| Patrick Appenzeller | Baader Helvea Equity Research |
| José Arroyas | Banco Santander |