Schneider Electric SE

The French electronics group Schneider Electric ranks among the leading European companies in ESG ratings and is using artificial intelligence at its Le Vaudreuil site to increase productivity. The high rating also reflects strong transparency and French rules on social and governance criteria. Overall, Schneider benefits from an environment in which sustainable management is increasingly part of financial risk analysis. » More on faz.net

Canadian bank RBC keeps Schneider Electric at 'Outperform' and confirms a price target of 320 euros. The stock has fallen by around 25% since the announcement of the PTC acquisition, reflecting concerns about dilution of growth potential in the data center business and risks in AI software. RBC still views the deal as sensible and continues to see good opportunities in the data center business. » More on finanzen.net

The Bulgarian regulator FSC has asked Schneider Electric to supplement and clarify disclosures in the takeover offer and annexes for the Shelly Group. Schneider has 20 business days to comply; the requests do not concern the substantive offer terms, including the offer price. Schneider is offering €70 per Shelly share, implying a valuation of around €1.2 billion. Schneider Electric’s stock came under pressure in Paris, while Shelly’s shares remained unchanged. » More on finanzen.net

Schneider Electric has again raised its full-year outlook due to strong demand from data centers. Revenue in the third quarter rose organically by about 17–18% to €11.5 billion, driven by data centers, whose revenues more than doubled. For 2026 the company now targets organic revenue growth of 12–14% (previously 10–13%) and adjusted EBITA growth of 18–21% (previously 14–19%). Strong growth came mainly from China and North America, but the conflict in the Middle East could weigh on the final quarter. » More on wiwo.de

Deutsche Bank Research keeps Schneider Electric at 'Buy' with a €325 price target. The planned acquisition of US software provider PTC is a surprising drag on organic growth and raises questions about the strategic use of billions for an industrial software business that seems less attractive than the core electrification-hardware business. The move also comes at a time of growing concern that artificial intelligence could cause disruption in the software sector, while the bank says the negative market reaction appears exaggerated. » More on finanzen.net