Knorr-Bremse

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. » Więcej na 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. » Więcej na de.investing.com

Knorr-Bremse shares plunged about 8.1% to €99.53 after the full H1 results were published. The company reported Q2 revenue up 7.2% to €2.14bn, an operating EBIT margin of 14.2% and a record order backlog of €7.9bn. The annual guidance was only slightly raised (revenue €8.1–8.3bn, EBIT margin 14.0–14.5%) and the 2030 targets were deemed too far in the future, so analysts did not upgrade; JPMorgan confirmed neutral with a €108 target, amplifying profit-taking and the price decline. » Więcej na de.investing.com