Sixt: Analyst Opinions

From InvestmentWiki
Jump to navigation Jump to search

March 2024

March 1, 2024: Buy, €155: Analyst Marc-Rene Tonn of Warburg Research said Sixt’s 2023 results met expectations and that the company is targeting strong sales growth in 2024. He added that demand remains strong and Sixt should benefit from its international expansion, especially in the U.S. and a broader range such as car subscriptions[1].

March 1, 2024: Buy, €140: Analyst Christian Obst of Baader Bank said that sales and EBT results met expectations and that its outlook for 2024 is unlikely to cause any major changes in market expectations[2].

March 1, 2024: Buy, €135: Analyst Constantin Hesse of Jefferies said Sixt’s overall solid key data met consensus estimates and that the 2024 outlook could lead to a moderate positive price reaction[3].

March 1, 2024: Buy, €115->€110: DZ Bank analyst, Dirk Schlamp said EBT was slightly disappointing but views the sales growth outlook and statements on demand as positive[4].

January 2024

January 25, 2024: Buy, €111->€117: Analyst Christian Glowa of Hauck Aufhäuser expects demand to normalize this year. He also expects prices to normalize and fall slightly though they will still be above the prepandemic levels[5].

January 24, 2024: Buy, €155: Analyst Marc-Rene of Warburg Research expects Sixt to achieve its 2023 goals, adding that the solid growth is likely to continue to 2024[6]. The shares were flat.

January 23, 2024: Hold, €125-> €120: Analyst Michael Kuhn of Deutsche Bank said he lowered his estimates for Sixt due to the declining price trend for used cars[7].

January 22, 2024: Buy, €133: Analyst Yasmin Steile of Berenberg says its supply contract with Stellantis carried advantageous terms which reduces residual value risk in North America. She is also confident with Sixt’s current refinancing. Stock up 2%[8].

January 19, 2024: Analyst Christian Obst of Baader Bank said the company remains on its list of "top picks" despite expectations that it will report pre-tax earnings at the low end of the 2023 specified range. He added that its valuation is low for a proven growth story[9].

November 27, 2023: Stifel lowered Sixt's price target from 122 euros to 104. The analyst expects its 2024 EBT margin to decline by 1.4% year-over-year due to a drop in rental income per day from -5% to -8%. Things that will cause the firm to modify its model include how quickly Sixt adjusts its costs, better rental pricing and consumer confidence recovery[10].

References