Goldman Sachs raises target for Lifco stock to SEK 348.00

Published on 10/06/2026 at 12:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lifco reported Q2 revenue of SEK 7.70 billion, up 7.10 percent. Lifco stock costs EUR 29.29 versus EUR 28.85, plus 1.53 percent.

Pop-Art-Comicbild einer Fabrikszene mit Abbruchmaschine in kräftigen Farben — Pop-Art-Comic zeigt Lifco AB SE0015949201 stilisierte Fabrikszene mit Abbruchmaschine in kräftigen Farben, Illustration mit AI erstellt.

Lifco (ISIN SE0015949201) was trading at EUR 29.29 at Lang & Schwarz on October 6, 2026 at 12:20 p.m. CEST, up 1.53 percent versus the prior close of EUR 28.85. The latest analyst event came on September 7, 2026, when Goldman Sachs raised its price target to SEK 348.00 from SEK 335.00 and retained a Neutral rating, as MarketScreener reported.

Goldman Sachs lifts the target

The new SEK 348.00 target is 3.88 percent above the SEK 335.00 target previously cited in the report. The recommendation stayed Neutral, making the target revision a valuation adjustment rather than a change in Goldman Sachs' stance on the industrial group.

The target also sits above the Swedish market quote. Lifco was last quoted at SEK 330.00 on Nasdaq Stockholm at 12:29 p.m. CEST on October 6, 2026, while the finance snapshot showed a 52-week range of SEK 268.20 to SEK 388.20.

Second-quarter growth sets the base

According to Affärsvärlden, Lifco generated SEK 7.695 billion in revenue in the second quarter of 2026, up 7.10 percent from the second quarter of 2025. Operating profit reached SEK 1.481 billion and the operating margin was 19.20 percent, compared with 18.50 percent a year earlier.

Net profit for the second quarter of 2026 was SEK 1.035 billion, compared with SEK 880.00 million in the second quarter of 2025. The combination of higher revenue and a wider operating margin gives the target increase a measurable earnings backdrop, although the stock remains below its 52-week high of SEK 388.20.

Acquisition model remains central

Lifco describes its strategy as acquiring and developing market-leading niche businesses with a long-term ownership approach. The company said its group comprised 275 operating companies in 37 countries at the end of 2025, while fiscal-year 2025 net sales were SEK 28.3 billion and the EBITA margin was 22.40 percent, according to the Lifco investor page.

That decentralized structure helps explain why operating margin and cash generation matter alongside headline revenue. For investors, the key comparison is the 19.20 percent second-quarter operating margin against 18.50 percent a year earlier, not only the 7.10 percent revenue increase.

Stock trades above prior close

Lifco stock was trading at EUR 29.29 at Lang & Schwarz on October 6, 2026 at 12:20 p.m. CEST, plus 1.53 percent versus the EUR 28.85 prior close. The company had a market capitalization of SEK 149.9 billion and a SEK 268.20 to SEK 388.20 52-week range as of October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of Lifco stock.