Nemetschek Gestion
Gestion contrôle des critères 2/4
Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.
Informations clés
Yves Padrines
Directeur général
n/a
Rémunération totale
| Pourcentage du salaire du PDG | n/a |
| Durée du mandat du directeur général | 4.5yrs |
| Propriété du PDG | n/a |
| Durée moyenne d'occupation des postes de direction | 3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Aug 11
NEM: Infrastructure Exposure And HCSS Integration Will Support Future Returns
Nemetschek's updated analyst price target has shifted from about €130 to €115, as analysts factor in new views on revenue growth, profit margins and future P/E alongside recent research, including the resumed Buy rating with a €75 target at Deutsche Bank and Citi's adjustment to €95. Analyst Commentary Recent commentary on Nemetschek highlights a mix of caution and optimism, with bullish analysts still seeing room for upside based on product fit and market reach.
Mise à jour du récit • Jul 28
NEM: North American Construction Software Expansion Will Support Premium P/E Multiple
Nemetschek's analyst price targets have edged lower, with recent moves such as Citi trimming its target to €95 and Deutsche Bank setting coverage at €75 as analysts factor in updated fair value assumptions and the broadened reach from the HCSS acquisition into North American infrastructure and heavy civil construction. Analyst Commentary Recent research on Nemetschek centres on the HCSS acquisition and how it feeds into growth, execution and valuation.Mise à jour du récit • Jul 14
NEM: North American Expansion Will Support Premium P/E Despite Execution Risks
The analyst fair value estimate for Nemetschek has been reduced to €88.08 from €96.22, as analysts factor in updated assumptions on growth, margins, and P/E, while still pointing to support from recent Street research, including a resumed Buy at €75 and a lowered but constructive €95 target tied to the HCSS acquisition thesis and broader North American exposure. Analyst Commentary Recent research on Nemetschek centers on how the HCSS acquisition and the updated price targets fit into the company’s longer term growth and valuation story.
Mise à jour du récit • Jun 30
NEM: Construction Software Adoption Will Shape Balanced Outlook As Bank Views Diverge
The analyst price target for Nemetschek has been reset from €90 to €56. This reflects updated views on growth, margins, discount rates and future P/E multiples after recent mixed research, including Citi’s lower €95 target, a UBS downgrade and a Deutsche Bank upgrade.Mise à jour du récit • Jun 16
NEM: AI Workflow Expansion And Dividend Policy Will Support Future Returns
Narrative assumptions for Nemetschek are broadly unchanged, with the analyst price target edging lower as recent research, including cuts from Citi to €95 and from Jefferies by €20, alongside a downgrade from UBS and upgrades from Deutsche Bank and DZ Bank, points to a more mixed but still constructive view on the stock. Analyst Commentary Recent research on Nemetschek presents a mixed picture on ratings and price targets, but the tone from bullish analysts still reflects a constructive stance on the stock and its execution.Mise à jour du récit • Jun 01
NEM: AI Adoption And Dividend Policy Will Support Future Returns
The analyst price target for Nemetschek has been trimmed from €134.61 to €130.43, reflecting a series of recent target cuts from banks alongside updated assumptions on discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent research on Nemetschek shows a mix of renewed caution on valuation and selective optimism, with some bullish analysts still comfortable reiterating positive views even as price targets are recalibrated.Mise à jour du récit • May 02
NEM: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Nemetschek's analyst fair value target has shifted modestly higher to about €135 from roughly €129, as analysts adjust assumptions around revenue growth, profit margins and future P/E following a mix of recent upgrades and price target cuts across major firms. Analyst Commentary Recent research on Nemetschek reflects a mixed but generally constructive backdrop, with several bullish analysts making supportive calls even as a few firms trim targets or ratings.Mise à jour du récit • Apr 18
NEM: Premium P/E Will Persist As Profitability Execution Outweighs Rating Cuts
The updated analyst price target for Nemetschek moves to about €96 from roughly €119, as analysts factor in slightly lower projected revenue growth, a modestly higher discount rate, firmer profit margins, and a reduced future P/E, consistent with a recent mix of target cuts and rating changes across major banks. Analyst Commentary Recent research shows a split view on Nemetschek, with several banks cutting price targets while others issue upgrades.Mise à jour du récit • Apr 03
NEM: Rebased P E And Dividend Policy Will Support Long Term Returns
Nemetschek's updated analyst price target edges slightly lower to about €129.30, as analysts factor in modest adjustments to long term growth, profitability and P/E assumptions following a mix of recent target cuts and rating upgrades across the Street. Analyst Commentary Recent research shows a split picture on Nemetschek, with some firms trimming price targets while others upgrade their stance.Article d’analyse • Mar 27
We Think Nemetschek's (ETR:NEM) Solid Earnings Are Understated
Nemetschek SE's ( ETR:NEM ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Mise à jour du récit • Mar 20
NEM: Rebased P E And Dividend Outlook Will Support Long-Term Recurring Revenue
Nemetschek's updated analyst price target has been reduced from about €150 to roughly €130, reflecting lower Street targets from several banks, combined with revised expectations for growth, margins and future P/E levels. Analyst Commentary Recent research shows a mix of caution and optimism around Nemetschek, with several firms cutting price targets while others highlight upside potential and upgrade their stance.Mise à jour du récit • Mar 06
NEM: Recent Upgrades Support Premium P/E On Long-Term Recurring Revenue Expansion
Our analyst price target for Nemetschek remains at €150, as analysts balance slightly higher assumed revenue growth of 17.59% with a lower profit margin assumption of 21.70% and a higher future P/E of 51.33x, in light of recent mixed rating changes and price target adjustments across the Street. Analyst Commentary Recent Street research on Nemetschek has been mixed, with some price target trims sitting alongside fresh upgrades.Mise à jour du récit • Feb 20
NEM: Construction Software Digitization Will Sustain Premium Multiples Despite Mixed Rating Adjustments
The updated analyst price target for Nemetschek edges lower to about €119 per share, as analysts balance slightly adjusted fair value, discount rate and profit margin assumptions with supportive views on the company's long term revenue growth outlook, reflected in recent upgrades and trimmed targets across the Street. Analyst Commentary Recent Street research on Nemetschek reflects a mix of optimism on growth and digital adoption in construction software, alongside some caution around valuation and execution expectations, which together shape the latest price target adjustments.Article d’analyse • Feb 12
Nemetschek SE (ETR:NEM) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
Nemetschek SE ( ETR:NEM ) shareholders that were waiting for something to happen have been dealt a blow with a 27...Mise à jour du récit • Feb 06
NEM: Construction Software Adoption Will Drive Future Upside Despite Mixed Bank Views
Analysts have maintained their fair value estimate for Nemetschek at €90. They explain that recent mixed price target changes from banks reflect differing views on the stock's growth profile and appropriate P/E multiple, rather than indicating a clear shift in the underlying outlook.Mise à jour du récit • Jan 23
NEM: Construction Software Exposure Will Drive Future Upside Despite Recent Caution
Narrative Update on Nemetschek Our fair value estimate for Nemetschek has shifted to €90.00 from €83.00, reflecting analyst views that the company is well placed within construction software. This is supported by recent price targets in the €110 to €115 range and expectations for solid growth and margins, despite only modest target trims from some firms.Article d’analyse • Jan 19
Nemetschek SE's (ETR:NEM) Intrinsic Value Is Potentially 41% Above Its Share Price
Key Insights Nemetschek's estimated fair value is €117 based on 2 Stage Free Cash Flow to Equity Current share price of...Mise à jour du récit • Jan 08
NEM: Construction Software Digitization Will Support Premium Multiples Despite Mixed Rating Signals
Narrative Update The updated analyst price target for Nemetschek edges lower to about €120 from roughly €123, as analysts factor in slightly adjusted fair value, discount rate and P/E assumptions, while still highlighting the company's position in construction software and noting mixed views on the shares. Analyst Commentary Analysts are split on Nemetschek, with views clustering around how much upside remains at current levels versus the execution needed to justify recent valuation assumptions.Article d’analyse • Jan 05
Nemetschek (ETR:NEM) Could Easily Take On More Debt
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 • Dec 24
NEM: Long-Term Construction Software Adoption Will Drive Recurring Revenue Expansion
Nemetschek's analyst fair value estimate has been trimmed from EUR 161 to about EUR 150, as analysts factor in a modestly higher discount rate and slightly slower top line growth, while still highlighting the company's strong positioning in underpenetrated construction software and upward revisions to several Street price targets. Analyst Commentary Bullish analysts continue to emphasize Nemetschek's attractive positioning in construction software, arguing that the company's exposure to an industry with low digital penetration supports a premium growth profile relative to peers.Mise à jour du récit • Dec 10
NEM: Digital Construction Adoption Will Drive Premium Multiples Despite Mixed Near-Term Sentiment
Nemetschek's analyst price target has been trimmed slightly to about EUR 123 from roughly EUR 124 as analysts balance strong growth expectations in construction software, along with recent Buy initiations and upgrades, against a marginally higher discount rate and mixed target revisions. Analyst Commentary Analysts remain divided on Nemetschek's near term valuation, but are broadly constructive on its long term growth profile and strategic positioning within construction software.Article d’analyse • Dec 08
Getting In Cheap On Nemetschek SE (ETR:NEM) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Mise à jour du récit • Nov 26
NEM: Digital Construction Penetration Will Drive Sector-Leading Performance Ahead
Nemetschek's fair value price target edged slightly lower from €123.79 to €123.68, as analysts balance optimism about sustained sector-leading growth with a more cautious view in light of recent price target adjustments. Analyst Commentary Recent analyst opinions on Nemetschek reflect a mix of optimism regarding the company’s growth prospects and caution about valuation and market conditions.Mise à jour du récit • Nov 06
NEM: Improved Profit Margins Will Drive Future Value Creation
Nemetschek’s average analyst price target was slightly reduced, decreasing by approximately EUR 0.41 to EUR 123.79. Analysts balanced improved profit margin projections with slightly lower growth expectations and recent adjustments in target prices.Article d’analyse • Oct 14
Returns At Nemetschek (ETR:NEM) Appear To Be Weighed Down
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Mise à jour du récit • Oct 03
Recurring Subscriptions And International Markets Will Unlock Future Value
Nemetschek's analyst price target has risen by €8 to €125. Analysts cite improved outlook and diminishing prior concerns to support the upgrade.Article d’analyse • Oct 01
Calculating The Fair Value Of Nemetschek SE (ETR:NEM)
Key Insights The projected fair value for Nemetschek is €110 based on 2 Stage Free Cash Flow to Equity Current share...Mise à jour du récit • Aug 07
Recurring Subscriptions And International Markets Will Unlock Future Value
With no significant changes in discount rate or future P/E, Nemetschek’s fair value assessment has remained stable, with the consensus analyst price target unchanged at €124.15. What's in the News Nemetschek is actively seeking acquisitions, focusing on complementing its product offerings, particularly in AI, and has recently acquired Manufacton (DfMA AI software) and Xinaps (clash detection SaaS).
Nouveau récit • Nov 13
The Company's SaaS Revolution And Global Expansion Promise Thriving Growth In Construction Tech
Transitioning to a SaaS model is driving strong recurring revenue growth and positively impacting revenue and cash flow.PDG
Yves Padrines (50 yo)
4.5yrs
Titularisation
Mr. Yves Padrines serves as Chief Executive Officer of Nemetschek SE (formally known as Nemetschek AG) since March 1, 2022 and has been its Member of Executive Board since March 1, 2022. He Joined Nemetsch...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman of Executive Board | 4.5yrs | pas de données | pas de données | |
| Founder & Honorary Chairman of the Supervisory Board | 63.7yrs | €82.00k | 2.4% € 170.1m | |
| CFO & Member of Executive Board | 3.7yrs | pas de données | pas de données | |
| CDO of Build & Construct | 1.7yrs | pas de données | pas de données | |
| Senior Vice President of Investor Relations & Corporate Communication | no data | pas de données | pas de données | |
| Chief People & Transformation Officer | 1.2yrs | pas de données | pas de données | |
| Chief Division Officer Operate & Manage and Chief Strategy Officer | 3yrs | pas de données | pas de données | |
| Chief Division Officer of Planning & Design and Digital Twin Business Unit | 1.5yrs | pas de données | pas de données | |
| MD & VP for India | less than a year | pas de données | pas de données | |
| Chief Executive Officer of Maxon | 3.7yrs | pas de données | pas de données |
3.0yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de NEM est considérée comme expérimentée (ancienneté moyenne 3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Honorary Chairman of the Supervisory Board | 4.3yrs | €82.00k | 2.4% € 170.1m | |
| Independent Chairman of the Supervisory Board | 28.7yrs | €247.00k | pas de données | |
| Member of the Supervisory Board | 8.3yrs | €156.00k | pas de données | |
| Member of the Supervisory Board | 4.3yrs | €160.00k | pas de données | |
| Member of the Supervisory Board | 4.3yrs | €160.00k | pas de données | |
| Deputy Chairman of the Supervisory Board | 4.3yrs | €187.00k | pas de données | |
| Member of the Supervisory Board | 3.2yrs | €202.00k | pas de données |
4.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de NEM sont considérés comme expérimentés (ancienneté moyenne 4.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/18 19:22 |
| Cours de l'action en fin de journée | 2026/09/18 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 |
|
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| 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' 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
Nemetschek SE est couverte par 30 analystes. 14 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 |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Sven Merkt | Barclays |
| Alice Jennings | Barclays |