Knorr-Bremse

Knorr-Bremse has expanded cooperation with CARS (China Railway) and will collaborate on key innovations in rail freight. Additional positive newsflow (Automechanika award, extended truck supply contract until 2033, AI cooperation with Infosys) pushed the share price up 2.8% to €103.20. Analyst consensus is constructive with an average target of €119.53 (majority "Buy"), but the InvestingPro fair-value model calculates only €92.21 and urges caution. The next price driver will be Q3 results on October 29, with focus on revenue, margin and order intake. » Altro su de.investing.com

Knorr-Bremse climbs to €102.55, driven by a €20 million customs refund following a US Supreme Court decision. Additional share drivers include a strong Q2 with revenue and EBIT beats, the launched growth initiative “Growth Beyond,” and a new AI partnership with Infosys. Analyst consensus remains optimistic with an average price target of €119.20, while an InvestingPro-Fair-Value of €89.87 classifies the stock as overvalued and signals valuation risks. » Altro su de.investing.com

Knorr-Bremse shares lost around 8.5% to €99.10 despite the company reporting Q2/2026 revenue of €2.1bn (+6.4% organically), an operating EBIT margin of 14.2%, EPS up by more than 24% and free cash flow of €262m (≈+80%). Management raised the 2026 revenue guidance to €8.1–8.3bn and the EBIT margin guidance to 14.0–14.5% and unveiled the mid‑term strategy “Growth Beyond” with targets of around €10bn in revenue and a 16% margin by 2030. Analysts called the figures solid but viewed the outlook as conservative, which, together with a lack of market catalysts, increased selling pressure on the stock. » Altro su de.investing.com