Schneider Electric's Stock at Mid-Session: Santander Upgrades Its Recommendation
On Tuesday, February 3rd, Schneider Electric's stock shows slight progress at midday, standing at 246.67 euros, but briefly touched its 12-month high at 253 euros. This stability comes as Grupo Santander has recently shifted its stance on the stock, moving from a neutral opinion to a more favorable one.
This Tuesday, Grupo Santander has upgraded its rating on Schneider Electric's stock from neutral to outperform. The Spanish banking entity has also raised its price target from 245.70 euros to 280 euros, indicating a potential appreciation of 13.5% from the current trading level. This revision follows an earlier one by Goldman Sachs on January 12th, which also expressed confidence by maintaining its buy recommendation and increasing its target from 278 to 294 euros. These successive adjustments reflect a renewed interest from analysts in the French group, which specializes in energy management and industrial automation solutions.
Recent Stock Performance of Schneider Electric
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Schneider Electric's stock performance has accelerated recently, with a 6.19% increase over the past seven days. Technical indicators support this positive trend: the stock price is moving above its 50-day and 200-day moving averages, which are at 234.30 euros and 229.29 euros respectively, confirming a medium-term bullish trend. The Relative Strength Index (RSI) is positioned at 61, indicating robust momentum without excess, while the MACD remains positive with a favorable signal line. Breaking the resistance threshold at 246.60 euros could pave the way for further gains, with the next support level at 227.65 euros. The stock also benefits from a contained volatility of 7.33% over a month, limiting risks for investors.
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.
