ARIS Share Price Performance
€3.67
-1.08 (-22.78%)
5.9% undervalued intrinsic discount
€3.90
Fair Value
Price €3.67
AnalystLowTarget €3.90
AnalystConsensusTarget €4.36
AnalystHighTarget €4.80
Fair Value€3.90
Share Pricen/a
Ariston Holding N.V. Stock Price
- 3 Narratives written by author
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- 13 Fair Values set on narratives written by author
ARIS Community Narratives
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Fair Value
·Fair Value €3.9 5.9% undervalued intrinsic discount
Policy Shifts And Heavy CapEx Will Pressure Margins And Future Earnings
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AN
Fair Value
·Fair Value €4.36 15.8% undervalued intrinsic discount
Lennox Collaboration Will Accelerate North American Heat Pump Transition
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AN
Fair Value
·Fair Value €4.8 23.6% undervalued intrinsic discount
Heat Pump Demand And Subsidies Will Support A Stronger Long Term Earnings Profile
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Policy Shifts And Heavy CapEx Will Pressure Margins And Future Earnings
Europe’s push toward cleaner heating could put Ariston in a tough spot: chasing fast-growing heat pumps may mean brutal price competition and squeezed profits. Add big spending on new factories and the risk of shifting subsidies and rules, and the road ahead may be bumpier than many investors expect.Read more
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€3.9
5.9% undervalued intrinsic discount
Fair Value
Revenue
5.85% p.a.
Profit Margin
4.88%
Future PE
12.18x
Price in 2029
€5.61
Heat Pump Demand And Subsidies Will Support A Stronger Long Term Earnings Profile
Ariston looks set to benefit as European households shift toward cleaner, more efficient heating, with long-running support policies and a product lineup that can steer buyers to higher-end systems. The big questions are whether rising competition, raw-material costs, and deal execution hold back the margin lift this shift could bring.Read more
AN
€4.8
23.6% undervalued intrinsic discount
Fair Value
Revenue
8.11% p.a.
Profit Margin
5.06%
Future PE
13.66x
Price in 2029
€6.95
Lennox Collaboration Will Accelerate North American Heat Pump Transition
Ariston teams up with Lennox to push further into North America just as homes begin shifting away from old-style electric water heaters toward heat pumps, creating a fresh growth path beyond Europe. But shaky demand in key European markets, weaker recent acquisitions, and a fast-moving shift away from gas heating could still drag results if the company can’t adapt quickly enough.Read more
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€4.36
15.8% undervalued intrinsic discount
Fair Value
Revenue
4.47% p.a.
Profit Margin
5.01%
Future PE
13.94x
Price in 2029
€6.34
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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ARIS: Updated Fair Value Balances End-Market Risks And Margin Execution Concerns
Fair Value: €3.9 5.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
ARIS: Recent Share Weakness Will Likely Set Up A More Balanced Rerating
Fair Value: €4.8 23.6% undervalued intrinsic discount
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ARIS: Recent Pullback And Equal Weight Shift May Support Future Upside
Fair Value: €4.36 15.8% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
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Snowflake Analysis
Ariston Holding N.V. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
- 0.32
- 40.82%
- 3.88%
- 82.6%
About ARIS
- Founded
- 1930
- Employees
- 11029
- CEO
- WebsiteView website
Ariston Holding N.V., through its subsidiaries, produces and distributes hot water and space heating solutions in the Netherlands, Germany, Italy, Switzerland, and internationally. It operates in three segments: Thermal Comfort, Burners, and Components. The company offers water heating products, such as heat pumps, electric storage and instantaneous water heaters, gas storage and instantaneous water heaters, and solar water heaters and cylinders; air handling systems for private customers, as well as for commercial and industrial applications; combustion technologies for residential heating use and industrial sector; components; and end to end support during product development, including prototyping, homologation, and certification. The company offers its products under the brands of Ariston, Elco, Wolf, ATAG, Calorex, Brink, NTI, Racold, Domotec, Chromagen, Thermowatt, and Ecoflam brands. It also sells its products online. Ariston Holding N.V. was founded in 1930 and is headquartered in Milan, Italy. Ariston Holding N.V. operates as a subsidiary of Merloni Holding S.P.A.
