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The latest price target for SGL Carbon now sits at €3.77 per share, with fair value in the model broadly unchanged at €3.46. Analysts are keeping a Hold rating in place, which indicates the new level is more of a recalibrated reference point than a strong call on either upside or downside. Read on to see how this updated target fits into the wider analyst narrative and how you can keep track as the story develops from here.
Stay updated as the Fair Value for SGL Carbon shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on SGL Carbon.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Deutsche Bank has reset its reference point slightly higher, lifting the SGL Carbon price target to €3.77 from €3.65, which signals that its valuation work still supports the shares around current levels.
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The reaffirmed Hold rating from Deutsche Bank suggests that, in its view, SGL Carbon's risk and reward look broadly balanced rather than skewed sharply to the downside.
🐻 Bearish Takeaways
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Deutsche Bank's decision to keep a Hold rating, rather than move to a more positive stance, points to ongoing questions around execution and the strength of the medium term growth profile.
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The relatively modest adjustment in the price target, from €3.65 to €3.77, indicates that Deutsche Bank's core assumptions on valuation and business traction have not shifted in a major way.
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 1 risk for SGL Carbon. See which could impact your investment.
What's in the News
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SGL Carbon issued consolidated earnings guidance for 2026, with expected sales in a range of €720 million to €770 million compared with €850.2 million in 2025.
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X-energy Reactor Company and SGL Carbon, LLC signed a 10 year graphite supply agreement for the Xe-100 small modular reactor, including an initial three year award valued at over US$100 million for the first commercial deployment in Seadrift, Texas.
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Under the initial contract, SGL Carbon has started producing graphite reactor components using its NBG-18 medium grain isotropic graphite for the first Xe-100 deployment with Dow, supported by the U.S. Department of Energy's Advanced Reactor Demonstration Program.
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The agreement reserves additional production capacity at SGL Carbon for X-energy's planned Cascade Advanced Energy Facility in Washington State and connects SGL Carbon to X-energy's wider 11 GW commercial pipeline.
How This Changes the Fair Value For SGL Carbon
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Fair value in the model stays broadly unchanged at €3.46 per share.
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Revenue growth assumptions move from a 1.92% decline to around 0.01% growth.
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Net profit margin edges up from 6.08% to 6.12% on expected euro sales.
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Future P/E in the model moves from 11.34x to 10.62x.
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The discount rate used in the model shifts from 8.86% to 9.10%.
Never Miss an Update: Follow The Narrative
Narratives link a company's business story to a financial forecast and fair value, so you can see how headlines and guidance tie back to the numbers. They update automatically when new data, guidance or deals are added.
Head over to the Simply Wall St Community and follow the Narrative on SGL Carbon to stay up to date on:
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How the restructuring of the Carbon Fiber business and strict cost control are intended to reshape margins and EBITDA over time.
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The role of high margin services and large projects in the Process Technology unit, and how this ties into future earnings potential.
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Key pressure points such as EV and semiconductor demand, Carbon Fiber overcapacity, and the one off €50 million restructuring cash effect.
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 SGL.DE .
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
