In a report released today, Vanessa Jeffriess from Jefferies reiterated a Hold rating on Schaeffler, with a price target of €4.45.
Don’t Miss TipRanks’ Half-Year Sale
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
- Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Vanessa Jeffriess’s rating is based on Schaeffler’s current performance and future outlook, which appear stable but not overly compelling for a more aggressive rating. The company’s pre-close call indicated that trends across its divisions were largely anticipated, with a notable delay in tariff recoveries impacting earnings in the second half of the year. This results in a balanced EBIT margin forecast, aligning with the midpoint of guidance.
Despite positive developments in the E-Mobility division and some momentum in aerospace and China, challenges persist in other areas such as PT&C and VLS, which face difficulties in Europe and lower year-over-year margins, respectively. Given these mixed signals and the reiteration of FY25F guidance without changes to consensus forecasts, Jeffriess maintains a Hold rating, reflecting a cautious but steady outlook on Schaeffler’s stock.
According to TipRanks, Jeffriess is ranked #1761 out of 9822 analysts.