Jefferies analyst Chloe Lemaire has maintained their bullish stance on 0NI1 stock, giving a Buy rating on December 11.
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Chloe Lemaire’s rating is based on a combination of factors, including the updated guidance from Rheinmetall and the valuation outlook for its defense business. Despite a slight reduction in expected defense sales growth for 2025, the standalone defense segment is still anticipated to grow by 30-35%, which aligns with a robust outlook for the company’s core operations.
Furthermore, Rheinmetall’s updated profit margin guidance of 18.5-19% reflects strong profitability potential, and the upcoming sale of its Power Systems division positions the company to focus more strategically on its defense operations. With these elements, the stock presents an appealing valuation even when considering longer-term projections, such as those for 2027, supporting Chloe Lemaire’s positive assessment.
Lemaire covers the Industrials sector, focusing on stocks such as Airbus Group SE, Rheinmetall, and MTU Aero Engines. According to TipRanks, Lemaire has an average return of 32.0% and a 76.88% success rate on recommended stocks.
In another report released on December 11, Bernstein also upgraded the stock to a Buy with a €2,050.00 price target.