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Safran is back in focus as analysts refresh their price targets and valuation work, with fair value estimates in one model moving from €343.56 to €368.29. Recent Street research shows bullish targets stretching up to €430 and others around €398 to €400. More cautious views cluster closer to €330 to €345, giving you a broad reference range for how opinion is split. As you read on, you will see how these shifting targets fit into the wider Safran story and how to track the evolving narrative over time.
Stay updated as the Fair Value for Safran shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Safran.
What Wall Street Has Been Saying 🐂 Bullish Takeaways
Several banks have moved their fair value markers for Safran higher, with JPMorgan now citing a €430 target and an Overweight rating. This points to a more optimistic view on execution and future earnings power.
RBC Capital set a €400 target and kept an Outperform stance. This signals confidence in Safran’s ability to deliver on its current plan at this valuation.
Deutsche Bank lifted its target to €398 and kept a Buy rating, suggesting the analyst sees the current share price as leaving room for upside based on the firm’s assessment of fundamentals.
🐻 Bearish Takeaways
Citi has stayed Neutral on Safran through several target changes, now at €345 after earlier levels of €315 and €305. This flags a more cautious view on risk and reward around the current price.
Jefferies holds a €330 target with a Hold rating. This indicates concern that execution or growth prospects may already be largely reflected in the current valuation.
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!
ENXTPA:SAF 1-Year Stock Price Chart
See how Safran’s fair value stacks up across multiple valuation models — not just analyst targets.
How This Changes the Fair Value For Safran
Fair Value moved from €343.56 to €368.29 in the updated model.
Revenue growth assumption moved from 10.85% to 10.21% in euro terms.
Net profit margin assumption moved from 12.99% to 13.29% on € revenue.
Future P/E multiple moved from 31.69x to 30.52x.
Discount rate moved from 7.48% to 7.26% in the model.
Never Miss an Update: Follow The Narrative
Narratives connect Safran’s business story to the financial assumptions that sit behind earnings forecasts and fair value estimates. They update as new data, guidance and industry news 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 Safran to stay up to date on:
How rising global air travel, especially narrowbody engine demand and aftermarket shop visits, is shaping Safran’s revenue base.
Safran’s push into lower emission propulsion and Sustainable Aviation Fuel projects, along with recent acquisitions in actuation, flight controls and navigation systems.
Key execution risks around supply chains, integration of recent deals and customer concentration with major airframers and airlines that could pressure margins and cash flows.
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 SAF.PA.
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