HOCHTIEF Aktiengesellschaft

Report azionario XTRA:HOT

Capitalizzazione di mercato: €32.8b

HOCHTIEF Crescita futura

Criteri Future verificati 5/6

HOCHTIEF prevede che gli utili e i ricavi cresceranno rispettivamente di 20.6% e 10.4% all'anno. Si prevede che l'EPS crescerà di 18.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 48.6% in 3 anni.

Informazioni chiave

20.6%

Tasso di crescita degli utili

18.41%

Tasso di crescita dell'EPS

Construction crescita degli utili11.8%
Tasso di crescita dei ricavi10.4%
Rendimento futuro del capitale proprio48.64%
Copertura analitica

Good

Ultimo aggiornamento03 Sep 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento narrativa • Aug 12

HOT: Raised Profit Outlook And Index Promotion Will Likely Leave Shares Overstretched

Analysts have raised their price target on HOCHTIEF to €477, up from a prior implied fair value of about €259. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers of the revision.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Articolo di analisi • 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...
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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).
Articolo di analisi • 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...
Aggiornamento narrativa • 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).
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
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Nuova narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

XTRA:HOT - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202854,0201,5961,9402,5857
12/31/202749,0381,3401,7562,1669
12/31/202643,4201,0921,5052,1669
6/30/202640,0038891,8652,318N/A
3/31/202638,7138051,8912,326N/A
12/31/202538,2369021,6132,038N/A
9/30/202537,8348521,5192,068N/A
6/30/202537,0198201,4491,976N/A
3/31/202535,4619511,5022,036N/A
12/31/202433,3017761,6562,129N/A
9/30/202430,9717211,4551,791N/A
6/30/202429,3926971,4431,686N/A
3/31/202428,3245281,3421,536N/A
12/31/202327,7565231,1241,335N/A
9/30/202327,4585079341,171N/A
6/30/202327,291503746981N/A
3/31/202327,075503443663N/A
12/31/202226,2194828631,051N/A
9/30/202224,913273381520N/A
6/30/202223,052258398501N/A
3/31/202221,777232370450N/A
12/31/202121,378212308387N/A
9/30/202120,635365253423N/A
6/30/202121,277387524767N/A
3/31/202121,733366190504N/A
12/31/202022,954395310707N/A
9/30/202025,008715234710N/A
6/30/202025,78977093594N/A
3/31/202026,275834N/A899N/A
12/31/201925,852847N/A1,117N/A
9/30/201925,232595N/A1,384N/A
6/30/201924,689592N/A1,591N/A
3/31/201924,349573N/A1,527N/A
12/31/201823,882543N/A1,572N/A
9/30/201823,499522N/A1,568N/A
6/30/201822,816461N/A1,499N/A
3/31/201822,748430N/A1,505N/A
12/31/201722,631421N/A1,372N/A
9/30/201722,045400N/A1,249N/A
6/30/201721,560369N/A1,461N/A
3/31/201720,643345N/A1,280N/A
12/31/201619,908320N/A1,173N/A
9/30/201619,443281N/A1,088N/A
6/30/201619,678241N/A974N/A
3/31/201620,452220N/A1,256N/A
12/31/201521,097208N/A1,135N/A
9/30/201522,200-168N/A1,119N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di HOT ( 20.6% all'anno) è superiore al tasso di risparmio ( 2.1% ).

Guadagni vs Mercato: Si prevede che gli utili di HOT ( 20.6% all'anno) cresceranno più rapidamente del mercato German ( 15.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di HOT cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di HOT ( 10.4% all'anno) crescerà più rapidamente del mercato German ( 6.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di HOT ( 10.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di HOT sarà molto alto tra 3 anni ( 48.6 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/09 12:35
Prezzo dell'azione a fine giornata2026/09/09 00:00
Utili2026/06/30
Utili annuali2025/12/31

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 delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il 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

HOCHTIEF Aktiengesellschaft è coperta da 22 analisti. 9 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
Christian WeizBaader Helvea Equity Research
Patrick AppenzellerBaader Helvea Equity Research
José ArroyasBanco Santander