Constantin Hesse, an analyst from Jefferies, maintained the Buy rating on PVA TePla. The associated price target remains the same with €35.00.
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Constantin Hesse has given his Buy rating due to a combination of factors, most notably the very strong order intake that far exceeded his expectations despite a weaker P&L in the quarter. He highlights that orders surged by 164% to €121.6m, with momentum improving in both material solutions and metrology, and that the company reaffirmed its 2026 revenue and EBITDA guidance, supporting confidence in the medium‑term outlook.
He also notes that while sales and EBITDA missed by roughly 5% and 66% respectively, this was largely driven by growth investments and timing effects rather than a deterioration of the underlying business. Hesse expects order trends to normalize in Q2 before strengthening again in the second half of 2026, and while near‑term upside may be limited after the recent share price rally and another P&L miss, the robust backlog and unchanged $35 price target underpin his positive long‑term stance.
According to TipRanks, Hesse is a 5-star analyst with an average return of 12.9% and a 48.30% success rate.