Analyst Rogerio Fujimori of Stifel Nicolaus maintained a Buy rating on Beiersdorf (0DQ7 – Research Report), with a price target of €148.00.
Rogerio Fujimori has given his Buy rating due to a combination of factors that highlight Beiersdorf’s strong performance and positive outlook. The company ended 2024 with impressive organic sales growth, particularly in the Derma segment, and maintained solid profitability with an adjusted EBIT margin of 13.9%. Despite some challenges in specific areas like tesa, the overall sales growth for the year slightly exceeded expectations, demonstrating the company’s resilience and effective management.
Looking ahead, Beiersdorf’s guidance for 2025 suggests continued growth, with expected organic sales growth in line with or slightly above market consensus. The company’s commitment to shareholder returns is evident in its dividend policy and planned share buyback program. Additionally, the extension of CEO Vincent Warnery’s contract until 2030 provides stability and confidence in the company’s leadership. These factors collectively support the Buy rating, indicating a positive future trajectory for Beiersdorf’s stock.
According to TipRanks, Fujimori is ranked #2227 out of 9390 analysts.
In another report released today, Berenberg Bank also maintained a Buy rating on the stock with a €167.00 price target.