Energy Transition & Power Demand
Wärtsilä Fair Value Raised to €33.04 as Analysts Split on Demand
The updated analyst narrative for Wärtsilä Oyj Abp now centers on a higher fair value estimate, which has shifted from €32.33 to €33.04 and sits closer to the current consensus price target. Goldman Sachs has moved to a Buy rating on Wärtsilä Oyj Abp with a price target of €35, above the updated fair value estimate and above the more cautious targets on the Street, arguing that Wärtsilä engines are well placed for behind the meter applications and that investor worries about future energy oversupply are overstated. Citi maintains a Sell rating with a price target of €28, below both the revised fair value estimate and the higher targets from peers such as Goldman Sachs. The fair value revision also reflects a revenue growth assumption change from 6.74% to 5.10%, a profit margin expectation adjustment from 10.37% to 11.51%, a future P/E move from 27.14x to 26.32x on projected earnings, and a discount rate edging from 7.32% to 7.34% in current models for Wärtsilä Oyj Abp.
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Energy Transition & Power Demand › Firm Power & Transition Fuels ▲Demand
0IKJ.LSE · Capital · Neutral Analysts split on Wärtsilä: Goldman Buy at €35 vs Citi Sell at €28, with fair value raised to €33.04 on revised growth/margin assumptions.
GS · Capital · Positive Goldman Sachs moved to a Buy rating on Wärtsilä with a €35 price target, though the article is about Wärtsilä, not Goldman.