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Rockwool's modeled fair value has shifted from DKK 228.96 to DKK 231.40, keeping the focus squarely around the low DKK 200s range that many analysts are using as an anchor. That aligns with recent Street commentary, where both bullish and more cautious views cluster around similar levels while weighing earnings assumptions against execution risks. As you read on, you will see how these price targets fit into the evolving narrative and what to watch in order to stay ahead of the next shift in sentiment.
Stay updated as the Fair Value for Rockwool shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Rockwool.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Nordea upgraded Rockwool to Buy with a DKK 230 price target, which sits very close to the modeled fair value range in the low DKK 200s. This suggests that the stock is seen as reasonably aligned with Nordea's assumptions on earnings and execution.
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The Nordea move shows that at least one large regional bank is willing to adopt a more constructive stance. This suggests confidence that Rockwool can deliver on its current plan without needing a major change in valuation assumptions.
🐻 Bearish Takeaways
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Citi previously lowered its Rockwool price target by DKK 30, highlighting a more cautious view on how the company might meet expectations and the level of risk around execution.
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RBC Capital initiated coverage with a neutral view, which may keep some investors on the sidelines and reinforces that not all research houses see a clear case for re-rating Rockwool at current levels.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!
We've flagged 3 risks for Rockwool. See which could impact your investment.
What's in the News
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Rockwool updated its 2026 guidance, now expecting revenue growth of 3% to 6%, while keeping its EBIT margin outlook unchanged at 13% to 14%.
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The company reported that volume demand picked up from March into the second quarter after a slower, weather-affected start to the year in Europe. It also stated that it expects the higher revenue level to continue in the second half of 2026.
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From January 1, 2026 to March 31, 2026, Rockwool repurchased 238,060 shares, completing a total buyback of 4,346,560 shares for €150 million under its existing programme.
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At the April 15, 2026 AGM, shareholders approved a dividend of DKK 4.15 per share and backed a proposal to reduce share capital by cancelling 4,346,560 repurchased class B shares.
How This Changes the Fair Value For Rockwool
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Fair value moved from DKK 228.96 to DKK 231.40 as the new central estimate.
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Euro revenue growth assumption moved from 2.18% to 3.10%.
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Euro net profit margin assumption moved from 10.53% to 10.89%.
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Future P/E assumption moved from 15.86x to 19.61x.
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Discount rate moved from 6.81% to 6.61% in the updated model.
Never Miss an Update: Follow The Narrative
Narratives link a company's real world story to the financial assumptions that sit behind earnings forecasts and fair value. They update as new guidance, news and analyst views come through, so you can see how the thesis is evolving over time.
Head over to the Simply Wall St Community and follow the Narrative on Rockwool to stay up to date on:
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How new and electrified capacity in markets such as the U.S., Romania, India and France ties into demand from tighter building codes and energy efficiency rules.
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What pricing discipline, product development and new channel partnerships like U.S. big box retail could mean for margins and market share.
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Key risks, including higher fixed costs from expansion and digitalisation, potential overcapacity if demand is slower to materialise, and geopolitical uncertainty around Eastern Europe and Russia.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ROCK-B.CO .
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