GEA Group Rating Upgraded to Buy as Mwb Research Notes Market Selloff After Solid Q1
Idag, 09:25
Idag, 09:25
03:25 AM EDT, 05/12/2026 (MT Newswires) -- GEA Group's (G1A.F) rating was upgraded as mwb research views the "overdone"share selloff after the company's solid first-quarter results as an "attractive entry point into a resilient business model."
"GEA delivered a solid Q1 2026, with organic revenue growth of 5.3% yoy and an EBITDA margin before restructuring of 16.1%, both coming in ahead of our own estimates, while order intake grew organically by 6.4% yoy and the book-to-bill reached 1.14x,"analysts said Monday. "FY26 guidance was confirmed. The Middle East conflict has had no material impact on the business, with the region accounting for only ~3% of order intake and ~85% of procurement sourced locally."
The first-quarter results beat prompted the research firm to make modest upward revisions to its estimates for the German systems and components supplier. From 2026 to 2028, sales forecasts were increased by 0.4%, while EPS projections were raised by 1.6% for 2026 and 0.4% each for 2027 and 2028.
The rating moved to buy from hold, with an unchanged price target of 68 euros.
Idag, 09:25
03:25 AM EDT, 05/12/2026 (MT Newswires) -- GEA Group's (G1A.F) rating was upgraded as mwb research views the "overdone"share selloff after the company's solid first-quarter results as an "attractive entry point into a resilient business model."
"GEA delivered a solid Q1 2026, with organic revenue growth of 5.3% yoy and an EBITDA margin before restructuring of 16.1%, both coming in ahead of our own estimates, while order intake grew organically by 6.4% yoy and the book-to-bill reached 1.14x,"analysts said Monday. "FY26 guidance was confirmed. The Middle East conflict has had no material impact on the business, with the region accounting for only ~3% of order intake and ~85% of procurement sourced locally."
The first-quarter results beat prompted the research firm to make modest upward revisions to its estimates for the German systems and components supplier. From 2026 to 2028, sales forecasts were increased by 0.4%, while EPS projections were raised by 1.6% for 2026 and 0.4% each for 2027 and 2028.
The rating moved to buy from hold, with an unchanged price target of 68 euros.
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