Introduction
The Swiss bank UBS confirmed its ‘Buy’ rating for the electrical company Schneider Electric on April 28, 2025, maintaining a price target of 290 euros. This decision is based on the latest quarterly results from the company and a solid order backlog highlighted by analyst Andre Kukhnin.
Background of the Rating
- Growth Forecast: UBS predicts an acceleration in revenue growth in the second half of 2025, supported by strong demand in key markets.
- Industry Context: The global focus on energy management and automation solutions as part of the energy transition positively impacts Schneider Electric.
Analyst Consensus and Comparison
| Analysis House | Rating | Price Target (EUR) | Date |
|---|---|---|---|
| Jefferies & Company | Buy | 289 | 28.04.2025 |
| Bernstein Research | Outperform | 290 | 28.04.2025 |
| RBC Capital Markets | Outperform | Not mentioned | Current |
Bernstein has lowered its price target from the previous 300 to 290 euros, but has maintained the ‘Outperform’ recommendation, indicating an industry-wide caution with forecasts despite stable fundamentals.
Importance for Investors
The confirmation of the ‘Buy’ rating underscores Schneider Electric’s position as a key player in the industrial sector. This is particularly relevant for German-speaking investors, as the company is involved in European infrastructure projects and is represented in ESG fund portfolios. The converging price targets indicate a broad analyst consensus, despite methodologically induced differences in modeling assumptions. While challenges such as restrained margin developments are acknowledged, the sustainable demand for automation solutions and grid technologies remains in focus.