Voestalpine's fair value estimate has been adjusted from €51.88 to €53.73, reflecting slightly greater emphasis on the company's future earnings potential in current models. Recent analyst research shows a split view, with some targets raised into the low to mid €60s and others reduced toward the high €40s, so this updated fair value sits roughly in the middle of that range. As you read on, you will see how these shifting targets, fresh news and upcoming events can help you track developments in the Voestalpine story.
Stay updated as the Fair Value for Voestalpine shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Voestalpine.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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UBS moved Voestalpine to a Buy rating on 9 October 2026 and lifted its price target to €64 from €49. The firm highlighted higher steel prices and tighter supply as key supports for the investment case.
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Deutsche Bank keeps a Buy rating and has raised its target to €63 from €60. This suggests the bank sees room for upside relative to the current fair value estimate used in this article.
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Morgan Stanley increased its target to €50 from €48 while maintaining an Equal Weight rating. This indicates that, in its view, Voestalpine's valuation is broadly in line with its sector, with some room for adjustment.
🐻 Bearish Takeaways
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Citi trimmed its target to €48 from €50 and keeps a Neutral stance. This signals concern that execution or end market conditions could limit upside from current levels.
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The range of targets from €48 to €64 shows that analysts are not aligned on Voestalpine. For you as an investor, this spread underlines the importance of your own view on earnings resilience and capital allocation.
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!
How This Changes the Fair Value For Voestalpine
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Fair value for Voestalpine has moved from €51.88 to €53.73, a change of about 3.6%.
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Revenue growth assumption has shifted from 4.05% to 4.44%, a change of roughly 0.39 percentage points.
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Net profit margin assumption has adjusted from 6.18% to 6.25%, a change of about 0.07 percentage points.
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Future P/E has moved from 10.70x to 10.89x, a change of around 1.8%.
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Discount rate has changed from 8.34% to 8.41%, a move of about 0.07 percentage points.
Never Miss an Update: Follow The Narrative
Narratives connect Voestalpine's business story to the underlying earnings forecasts and fair value estimates. They refresh as new data, research and company developments come through so you can see how the thesis is evolving.
Head over to the Simply Wall St Community and follow the Narrative on Voestalpine to stay up to date on:
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How Voestalpine's decarbonization plans, including a shift from blast furnaces to electric arc furnaces, could influence future margins and cash flows.
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The push into higher value products and sectors such as Railway Systems, Aerospace and high performance metals, along with efforts to expand production closer to end markets.
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Key risks such as weaker economic conditions in Europe, trade and geopolitical issues, and the execution and cost challenges tied to restructuring and decarbonization investments.
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 VOE.VI .
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