Arcadis stock: Analysts lower fair value for Arcadis stock to EUR 50.00

Published on 10/22/2026 at 19:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Margin outlook held at 11.70-12.00 percent on September 29, 2026. Arcadis stock costs EUR 42.10 on October 22, 2026, 0.47 percent below the Xetra close.

Analyst target and reporting date

On October 20, 2026, analysts reduced Arcadis fair value from EUR 55.00 to EUR 50.00.
Arcadis maintained an 11.70-12.00 percent operating EBITA margin outlook for 2026 on September 29, 2026.
Arcadis stock costs EUR 42.10 at Lang & Schwarz on October 22, 2026 at 7:18 p.m. CEST, 0.47 percent below the Xetra close of October 21, 2026.
TradingView lists February 18, 2027 as Arcadis' next earnings date.

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Arcadis stock (ISIN NL0006237562) faces a lower valuation benchmark after analysts reduced their fair value estimate from EUR 55.00 to EUR 50.00 on October 20, 2026, according to Simply Wall St. The EUR 50.00 estimate stands 18.76 percent above the EUR 42.10 Lang & Schwarz price on October 22, 2026 at 7:18 p.m. CEST, while the stock was 0.47 percent below the Xetra close of October 21, 2026.

Margin outlook holds at 12.00 percent

Arcadis maintained its 2026 operating EBITA margin outlook at 11.70-12.00 percent in its September 29, 2026 strategy release. The company also retained a low-single-digit organic net revenue growth outlook for 2026, while its longer-term plan targets mid-single-digit organic net revenue growth and a mid- to high-teens operating EBITDA margin by 2029, according to Arcadis.

The same release set a 30.00-40.00 percent dividend payout ratio for 2027 to 2029 and identified a mid- to high-teens operating EBITDA margin as the strategic target. The plan also calls for a simpler portfolio and continued investment in transportation, energy and water, and industrial manufacturing and technology.

Stock remains below its yearly high

Arcadis traded within a EUR 25.88 to EUR 51.25 52-week range as of October 22, 2026. At EUR 42.10, the stock stood 17.85 percent below the high and 62.82 percent above the low. The latest structured quote showed a market capitalization of EUR 3.6 billion and volume of 101,535 shares on October 22, 2026.

Half-year figures and next date

For the first half of 2026, Arcadis reported EUR 2.479 billion of revenue, EUR 222.00 million of EBITDA and EUR 102.00 million of net income. Revenue declined 1.50 percent in the period, while the reported figures included an EBITDA margin of 11.60 percent, according to Ideal Investisseur.

TradingView lists February 18, 2027 as Arcadis' next earnings date. That date gives investors the next formal checkpoint for the margin outlook and the effects of the company's portfolio changes.

What does the EUR 50.00 estimate mean?

The estimate provides an 18.76 percent valuation gap to the Lang & Schwarz price, but it is lower than the earlier EUR 55.00 fair value. The reduction therefore narrows the distance while leaving the operating margin outlook unchanged.

Price and valuation remain the focus

Arcadis stock is 17.85 percent below its 52-week high and 0.47 percent below the Xetra close of October 21, 2026. The combination of a lower fair value estimate, a 2026 margin outlook of 11.70-12.00 percent and the February reporting date defines the next watch points.

Arcadis stock was trading at EUR 42.10 at Lang & Schwarz on October 22, 2026 at 7:18 p.m. CEST, 0.47 percent below the Xetra close of October 21, 2026 at EUR 42.30. The further course of trading is shown by the continuously updated real-time quote of Arcadis stock.