29.04.2025

UBS Confirms ‘Buy’ Rating for Schneider Electric: A Look at the Reasons and Implications for Investors

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.