Strong Forecasts Despite Weak Start to the Year
On May 2, 2025, Hauck Aufhäuser rated the investment in Drägerwerk with a ‘Buy’ rating and maintained a price target of 96 euros. This assessment is based on the company’s published quarterly figures for medical and safety technology, which showed a seasonally typical slow start to the year.
Record High Order Intake
Despite the subdued sales at the beginning of the year, Drägerwerk impressed with a remarkably high order intake, reaching the highest level since the pandemic exceptional year of 2020. This figure indicates strong market demand and could fuel revenue growth in the coming quarters.
Challenges from Margin Pressure
Although the order situation is promising, the margin situation remains tense. Analysts point to existing strains that could pressure profit margins.
Analyst Opinions and Consensus
In addition to Hauck Aufhäuser, Warburg Research also rates Drägerwerk with a ‘Buy’ rating and Jefferies with a ‘Hold’ rating. The price target of 96 euros is among the more optimistic expectations.
Market Relevance for Private Investors
Drägerwerk’s positioning within medical technology and safety solutions offers strategic advantages in a growing market environment. With a dividend yield of 4.37% and a market capitalization of approximately 1.02 billion euros, the stock can be attractive for private investors looking to benefit from stable dividends and growth impulses.
The positive rating of the stock signals confidence in Drägerwerk’s operational stability, despite the current challenges regarding margins. Investors may view this rating as an indication that the company’s long-term potential is weighted more heavily than short-term earnings losses.