Voestalpine AG

Report azionario WBAG:VOE

Capitalizzazione di mercato: €8.0b

Voestalpine Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Herbert Eibensteiner

Amministratore delegato

€3.6m

Compenso totale

Percentuale dello stipendio del CEO44.47%
Mandato del CEO14.2yrs
Proprietà del CEOn/a
Durata media del management6.9yrs
Durata media del Consiglio di amministrazione6.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • Jun 06

VOE: Reorganization Gains And Macro Commodity Risks Will Shape Future Earnings Power

Analysts have lifted the implied fair value for Voestalpine by roughly €1, from about €45.84 to €46.82, citing updated assumptions for revenue growth, margins and P/E following mixed but generally higher Street price targets ranging from €40 to €60. Analyst Commentary Recent research on Voestalpine shows a split view on the stock, with some banks lifting targets and others downgrading ratings as they reassess risk, valuation and the balance between upside and downside scenarios.
Aggiornamento della narrazione • May 23

VOE: Discounted Macro Risk And Mixed Commodity Outlook Will Shape Earnings Power

The analyst price target for Voestalpine moves from €44.20 to about €45.84. Analysts attribute this change to updates in fair value, discount rate, revenue growth, profit margin and expected future P/E, alongside recent mixed rating and price target revisions from major banks.
Aggiornamento della narrazione • Apr 29

VOE: Commodity Downside Scenario Will Pressure Margins Despite Higher Street Optimism

Analysts have lifted the average price target for Voestalpine by €3, reflecting updated views that incorporate recent increases and reductions in individual targets across the Street research set. Analyst Commentary Recent research on Voestalpine shows a mix of optimism on long term prospects and growing caution around nearer term risks, which is reflected in both upward and downward moves in price targets and ratings.
Aggiornamento della narrazione • Apr 15

VOE: Commodity Downside Scenario And Geopolitical Risk Will Pressure Future Returns

The analyst fair value estimate for Voestalpine has been raised from €21.50 to €34.00. This reflects updated assumptions on growth, margins, and future P/E, in the context of mixed but generally higher Street price targets ranging from about €36 to €50 and contrasting ratings across firms.
Aggiornamento della narrazione • Apr 01

VOE: Higher P/E Expectations Will Test Resilience To Metals And Mining Risks

The updated analyst fair value estimate for Voestalpine has moved from €38.66 to €57.00. This reflects a higher assumed future P/E of 19.70, even as analysts factor in lower revenue growth and profit margin expectations, along with recent mixed rating and price target changes across the Street.
Aggiornamento della narrazione • Mar 17

VOE: Discounted Macro Risk Will Shape Future Earnings Power

The updated analyst price target for Voestalpine edges lower from €45.45 to €44.20, as analysts factor in slightly higher discount rates, marginally softer revenue growth and profit margin assumptions, and a modestly reduced future P/E, along with a recent shift in sentiment that includes downgrades tied to broader risk concerns for European metals and mining stocks. Analyst Commentary Recent research on Voestalpine shows a split picture, with several bullish analysts lifting price targets over the past few months while more recent updates introduce a cautious tone and lower targets.
Aggiornamento della narrazione • Mar 03

VOE: Higher Street Optimism And Margin Uncertainty Will Shape Future Prospects

Our updated narrative price target for Voestalpine rises from about €42.83 to roughly €45.45, reflecting analysts' higher Street targets in the €49 to €50 range alongside slightly stronger assumptions on revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Voestalpine has been active, with several firms revising their price targets and mostly maintaining positive stances.
Aggiornamento della narrazione • Feb 17

VOE: Mixed Price Views And Margin Pressures Will Shape Future Prospects

The updated analyst price target for Voestalpine rises by about €1.27, with analysts citing recent target adjustments across banks and a slightly higher assumed future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research on Voestalpine shows several target price adjustments, with most updates clustered over a relatively short period.
Articolo di analisi • Feb 06

Voestalpine (VIE:VOE) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento della narrazione • Feb 03

VOE: EU Import Cuts And Mixed Margin Outlook Will Shape Prospects

Analysts have nudged their fair value estimate for Voestalpine higher to about €41.55 from roughly €40.68. This reflects updated price targets across the Street that balance slightly lower modeled revenue growth with firmer profit margins and a modestly higher future P/E.
Aggiornamento della narrazione • Jan 20

VOE: EU Steel Import Cuts And Supportive Sector Outlook Will Shape Prospects

Analysts have lifted their fair value estimate for Voestalpine to €40.68 from €39.08, reflecting higher published price targets in recent research, including new Overweight and Buy views and updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Recent research on Voestalpine has been consistently supportive, with several price target revisions and rating changes feeding into the updated fair value estimate.
Articolo di analisi • Jan 07

Voestalpine AG's (VIE:VOE) Share Price Is Matching Sentiment Around Its Revenues

With a price-to-sales (or "P/S") ratio of 0.4x Voestalpine AG ( VIE:VOE ) may be sending bullish signals at the moment...
Aggiornamento della narrazione • Jan 05

VOE: EU Steel Import Cuts And Upgraded Outlook Will Shape Future Performance

Analysts have nudged their fair value estimate for Voestalpine higher to €39.08 from €37.58, reflecting slightly stronger assumptions on revenue growth, profit margins, and future P/E multiples after recent price target increases from several banks. Analyst Commentary Recent research updates point to a more constructive stance on Voestalpine, with several firms lifting their price targets and one high profile upgrade from JPMorgan.
Aggiornamento della narrazione • Dec 16

VOE: EU Steel Import Cuts And Policy Support Will Shape Future Performance

Analysts have modestly lifted their price target on Voestalpine to approximately EUR 37.60 from about EUR 36.50, citing a lower perceived discount rate, slightly stronger long term revenue growth expectations, and recent Street research that highlights supportive European steel policy along with incremental target increases from major banks. Analyst Commentary Bullish analysts emphasize that the recent series of target hikes reinforces a constructive view on Voestalpine's medium term earnings power, especially as supportive European steel policy underpins pricing assumptions and narrows perceived downside risk in cyclical scenarios.
Articolo di analisi • Dec 05

Estimating The Fair Value Of Voestalpine AG (VIE:VOE)

Key Insights The projected fair value for Voestalpine is €43.06 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
Aggiornamento della narrazione • Dec 02

VOE: EU Steel Import Cuts Will Shape Performance Amid Market Uncertainty

Analysts have raised their price targets for Voestalpine, with recent updates reflecting an increase from approximately €40.60 to as high as €43.70. This adjustment is attributed to an improved sector outlook and supportive policy developments.
Aggiornamento della narrazione • Nov 18

VOE: Sector Policy Changes Will Drive Opportunities Amid Steel Price Uncertainty

Voestalpine's analyst price target has been raised from €31.44 to €35.27. This reflects a positive outlook as analysts cite improved sector conditions and revised company fundamentals.
Articolo di analisi • Nov 14

Voestalpine AG Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Voestalpine AG ( VIE:VOE ) will be pleased this week, given that the stock price is up 12% to €34.80...
Aggiornamento della narrazione • Nov 03

VOE: Confidence In Execution And Decarbonization Will Shape Future Performance

Narrative Update: Analyst Price Target Revision for Voestalpine Analysts have recently increased their price targets for Voestalpine, with notable upgrades such as a rise from EUR 35 to EUR 40 and from EUR 24.30 to EUR 30.10. They cited enhanced confidence in the company's future prospects and earnings potential.
Articolo di analisi • Oct 24

Returns At Voestalpine (VIE:VOE) Are On The Way Up

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Aggiornamento della narrazione • Oct 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The analyst price target for Voestalpine has increased significantly, rising from approximately €30.32 to €31.44. Analysts cite improved revenue growth and strengthening profit margins as key drivers behind the revision.
Aggiornamento della narrazione • Oct 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

The average analyst price target for Voestalpine has increased from EUR 29.57 to EUR 30.32. This reflects improved sentiment as analysts cite recent upward revisions from multiple institutions along with continued buy or neutral ratings.
Aggiornamento della narrazione • Sep 20

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts have modestly raised their price target for Voestalpine to €29.57, citing improving steel demand, solid quarterly results, and efficiency gains, though some caution persists on pricing power and margins. Analyst Commentary Bullish analysts cited improved outlook for steel demand in Europe and favorable macroeconomic trends.
Articolo di analisi • Sep 16

Voestalpine (VIE:VOE) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione • Sep 05

Shift To Decarbonization And High-Performance Metals Will Benefit Future Prospects

Analysts cite improved earnings visibility, strong demand in key end markets, and ongoing cost and efficiency measures as supporting factors for Voestalpine, though macroeconomic caution remains, resulting in the consensus price target remaining unchanged at €28.98. Analyst Commentary Bullish analysts cite improved earnings visibility and strong order intake across core segments.
Articolo di analisi • Aug 29

Are Investors Undervaluing Voestalpine AG (VIE:VOE) By 42%?

Key Insights The projected fair value for Voestalpine is €49.45 based on 2 Stage Free Cash Flow to Equity Voestalpine's...
Articolo di analisi • Jul 02

Voestalpine (VIE:VOE) Is Paying Out Less In Dividends Than Last Year

Voestalpine AG ( VIE:VOE ) has announced that on 15th of July, it will be paying a dividend of€0.60, which a reduction...
Articolo di analisi • Jun 26

Voestalpine (VIE:VOE) Shareholders Will Want The ROCE Trajectory To Continue

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
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Nuova narrazione • Dec 27

Greentec Steel And Global Railway Expansion Will Drive Growth And Boost Net Margins

Restructuring efforts and overhauls in underperforming sectors are expected to enhance operational efficiency and improve margins.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Herbert Eibensteiner rispetto agli utili di Voestalpine?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€425m

Dec 31 2025n/an/a

€225m

Sep 30 2025n/an/a

€188m

Jun 30 2025n/an/a

€119m

Mar 31 2025€4m€2m

€154m

Dec 31 2024n/an/a

-€44m

Sep 30 2024n/an/a

€8m

Jun 30 2024n/an/a

€71m

Mar 31 2024€3m€1m

€109m

Dec 31 2023n/an/a

€613m

Sep 30 2023n/an/a

€644m

Jun 30 2023n/an/a

€639m

Mar 31 2023€5m€1m

€971m

Dec 31 2022n/an/a

€1b

Sep 30 2022n/an/a

€1b

Jun 30 2022n/an/a

€1b

Mar 31 2022€4m€1m

€1b

Dec 31 2021n/an/a

€1b

Sep 30 2021n/an/a

€1b

Jun 30 2021n/an/a

€581m

Mar 31 2021€2m€1m

€266m

Dec 31 2020n/an/a

-€203m

Sep 30 2020n/an/a

-€592m

Jun 30 2020n/an/a

-€370m

Mar 31 2020€1m€980k

-€222m

Compensazione vs Mercato: La retribuzione totale di Herbert ($USD 4.16M ) è superiore alla media delle aziende di dimensioni simili nel mercato Austrian ($USD 2.66M ).

Compensazione vs guadagni: La retribuzione di Herbert è aumentata di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Herbert Eibensteiner (63 yo)

14.2yrs
Mandato
€3,598,045
Compensazione

Dipl.-Ing. Herbert Eibensteiner has been Chief Executive Officer and Chairman of the Board at Voestalpine AG since July 3, 2019 and has been its Member of Management Board since April 01, 2012. Dipl.-Ing....

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Herbert Eibensteiner
Chairman of Management Board & CEO14.2yrs€3.60mNessun dato
Gerald Mayer
CFO & Member of the Management Board2.2yrs€2.57mNessun dato
Franz Kainersdorfer
Head of the Metal Engineering Division & Member of Management Board14.9yrs€2.62mNessun dato
Hubert Zajicek
Head of the Steel Division & Member of Management Board6.9yrs€2.63mNessun dato
Carola Richter
Head of the Metal Forming Division & Member of Management Board2.2yrs€2.59mNessun dato
Reinhard Nobaueru
Head of the High Performance Metals Division & Member of the Management Board2.2yrs€2.57mNessun dato
Peter Fleischer
Head of Investor Relationsno dataNessun datoNessun dato
Peter Felsbach
Head of Group Communicationsno dataNessun datoNessun dato
Michael Eyett
Head of Corporate Procurement11.7yrsNessun datoNessun dato
Mathias Farthofer
Head of Strategyno dataNessun datoNessun dato
Gunther Pastl
Head of Treasuryno dataNessun datoNessun dato
6.9yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di VOE è esperto e expertise (durata media dell'incarico 6.9 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Wolfgang Eder
Independent Chairman of the Supervisory Board6.9yrs€128.00kNessun dato
Franz Gasselsberger
Independent Member of the Supervisory Board21.9yrs€95.00kNessun dato
Elisabeth Stadler
Independent Member of the Supervisory Board6.9yrs€65.50kNessun dato
Gerhard Scheidreiter
Delegated by the Works Council - Employee Representative Member of the Supervisory Board14.4yrsNessun datoNessun dato
Reinhard Schwendtbauer
Deputy Chairman of the Supervisory Boardless than a yearNessun datoNessun dato
Sandra Fritz
Delegated by the Works Council - Employee Representative Member of the Supervisory Board7yrsNessun datoNessun dato
Ingrid Jorg
Independent Member of the Supervisory Board6.9yrs€65.50kNessun dato
Maria Kubitschek
Independent Member of the Supervisory Board6.9yrs€65.50kNessun dato
Florian Khol
Independent Member of the Supervisory Board6.9yrs€65.00kNessun dato
Martin Hetzer
Independent Member of the Supervisory Board1.9yrs€49.00kNessun dato
Reinhard Lang
Delegated by the Works Council - Employee Representative Member of the Supervisory Board1.7yrsNessun datoNessun dato
Manfred Hippold
Delegated by the Works Council - Employee Representative Member of the Supervisory Board1.1yrsNessun datoNessun dato
6.9yrs
Durata media
59.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VOE sono considerati esperti (durata media dell'incarico 6.9 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 23:35
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Voestalpine AG è coperta da 24 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tom ZhangBarclays
Vincent LepineBarclays
Alessandro AbateBerenberg