23.06.2025

Analysis of RWE Stock: Opportunities and Risks from Bernstein Research

The current analysis by Bernstein Research regarding the RWE stock provides private investors with important insights into the company’s valuation and future prospects. Bernstein Research has maintained the rating of the RWE stock with a price target of 39 euros at ‘Market Perform’, indicating that they do not see a significant overvaluation or undervaluation, but expect a moderate upside potential of about 9 percent compared to the current price (as of mid-June 2025).

Key Points of the Bernstein Analysis

  • Analyst Deepa Venkateswaran particularly considers the planned reform of the German electricity and gas network regulation by the Federal Network Agency. This reform could affect the capital costs of utility companies like RWE and thus impact their profitability.
  • Since the beginning of 2025, the RWE stock has already improved by around 28 percent, representing a strong performance. Nevertheless, Bernstein still sees further potential up to the price target of 39 euros.

Market Situation and Recommendations

  • The stock is currently being actively traded on the XETRA stock exchange, with a daily increase on the publication day of about 1.6 percent.
  • In comparison to other analysts’ opinions, Bernstein’s assessment is rather neutral (‘Market Perform’), while some other institutions like JPMorgan or UBS have issued higher price targets (up to about 47.50 euros at JPMorgan). This shows a differentiated picture regarding the growth potential.

For private investors, this means: the RWE stock is rated as solid with moderate upside potential. Regulatory developments in Germany are an important factor for future earnings and risks.

In summary, Bernstein Research provides a well-founded assessment of the current situation and prospects of RWE, taking into account regulatory frameworks as well as current market developments – a valuable input for the investment decisions of private investors.