Schneider Electric Rises 1.39% on Thursday After Previous Day's Decline
Schneider Electric rebounded by 1.39% to €234.20 this Thursday, January 15, after a 3.12% loss the previous day. Goldman Sachs raised its price target from €278 to €294 on January 12, confirming the bullish consensus among analysts.
Schneider Electric's stock closed up 1.39% at €234.20 this Thursday, January 15, following a 3.12% decline the previous day to €231. The technical rebound occurred after a significant correction that had brought the price close to the technical support threshold at €229.50. Trading remained moderate with 0.17% of capital exchanged. Over seven days, the stock now shows a contained decline of 4.19%, while performance remains negative over three months at -4.47% and over a year at -6.28%. From a technical standpoint, the price is stabilizing just below its 50-day moving average, which is at €234.38, reflecting a medium-term consolidation phase. The RSI is at 42, in a neutral zone without a marked oversold signal, suggesting room for upward movement. The MACD displays a negative histogram at -0.84, with the MACD line at 1.14 remaining below its signal line at 1.98, indicating a slight weakening of the short-term bullish momentum. The resistance threshold at €244.45 now becomes the immediate target if the rebound continues, while the support at €229.50 remains a key level to watch.
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This technical rebound follows the revised price target by Goldman Sachs published on January 12, which raised its target from €278 to €294 while maintaining a buy recommendation. This revision is part of a series of analyst upgrades that began in early December, following the investor day on December 11 in London. The consensus remains strongly bullish with an average target around €285, representing a theoretical upside potential of over 20% compared to the current price. These revisions follow strategic announcements by Schneider Electric during its investor day, where the group unveiled a 2025-2030 roadmap targeting annual organic revenue growth between 7% and 10%, as well as a cumulative organic improvement of 250 basis points in adjusted EBITA margin over the period. The group also announced a new share buyback program ranging from €2.5 billion to €3.5 billion by 2030. Despite these encouraging prospects and the bullish analyst consensus, the stock remains under technical pressure, with investors awaiting operational confirmations during the announcement of the 2025 annual results scheduled for February 26.
2025 est une année marquante. Le chiffre d’affaires atteint un niveau record, la marge d’EBITA ajusté croît malgré la volatilité, et la génération de cash-flow libre atteint un niveau historique.
Chiffre d’affaires 2025: 40 152 millions d’euros, croissance organique +8,9 %. EBITA ajusté 7 520 millions d’euros, +12,3 % organique. Résultat net: 4 163 millions d’euros. Cash-flow libre: 4 635 millions d’euros. Dividende par action: 4,20 euros. Objectif 2026: EBITA ajusté +10 % à +15 % organique; chiffre d’affaires +7 % à +10 % et marge EBITA ajusté +50 à +80 pb. Carnet de commandes 2025: 25 362 millions d’euros, visibilité renforcée.
Risks mentioned
Incertitude macroéconomique persistante affectant la demande dans certains marchés
Volatilité des devises et leur effet sur le chiffre d’affaires et la marge
Inflation des coûts et droits de douane pesant sur la marge brute
Risque lié à la transition des logiciels vers des abonnements et à l’évolution du mix produit
Opportunities identified
Demande soutenue sur les centres de données et les marchés finaux des industries et infrastructures
Croissance des revenus récurrents via les Logiciels et Services
Solidité du carnet de commandes et potentiel de pipeline et de revenus récurrents
Outlook / guidance
Expected revenue: Le chiffre d’affaires 2026 est attendu entre 42,9 milliards d’euros et 44,2 milliards d’euros
Expected EBITDA: Objectif 2026: croissance organique de l’EBITA ajusté entre +10 % et +15 %
Expected net income: Le résultat net 2026 n’est pas communiqué; l’accent est mis sur l’EBITA ajusté et le cash-flow libre
Management commentary: La direction vise une croissance organique soutenue et une expansion de la marge d’EBITA ajusté, portée par la croissance du chiffre d’affaires et l’amélioration du ratio des coûts des fonctions support sur le chiffre d’affaires; l’objectif 2026 inclut un effet de change favorable potentiel et une stabilisation du cash-flow libre autour de 100 % sur la période 2026-2030.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
