Pareto raises target for Alfa Laval stock from SEK 650 to SEK 675

Published on 10/12/2026 at 10:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 deliveries reached SEK 18.10 billion, up 7.70 percent. Alfa Laval stock is EUR 51.69 on October 12, 2026 before results on October 27, 2026.

Key points in brief

Pareto Securities raised its Alfa Laval price target from SEK 650 to SEK 675 on October 9, 2026, while retaining its Buy recommendation.
Second-quarter products and services delivered reached SEK 18.10 billion, up 7.70 percent.
Alfa Laval stock was quoted at EUR 51.69 at Lang & Schwarz on October 12, 2026 at 10:10 a.m. CEST.
The next quarterly report is scheduled for October 27, 2026, followed by the Capital Markets Day on November 18, 2026.

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Alfa Laval (ISIN SE0000695876) received a higher price target from Pareto Securities, which lifted its view from SEK 650 to SEK 675 on October 9, 2026 and repeated its Buy recommendation, according to Borskollen. The revision puts the analyst view against a company that delivered SEK 18.10 billion of products and services in the second quarter of 2026, up 7.70 percent from the year-earlier period.

Target rises on order expectations

Pareto expects organic order intake to grow 20.10 percent in the third quarter of 2026, reaching SEK 20.00 billion, with Energy seen growing 32.00 percent organically. The analyst also expects the adjusted EBITA margin to reach 18.30 percent in 2027, according to the October 9 analysis reported by Borskollen.

What supports the higher target?

Alfa Laval's second-quarter 2026 earnings call showed adjusted EBITDA of SEK 3.10 billion and an adjusted EBITDA margin of 17.00 percent. The company also reported a record order book of SEK 53.50 billion, while management said third-quarter demand was expected to be somewhat lower sequentially than the strong second quarter, according to Yahoo Finance. That combination gives the target increase a measurable operating basis, but it also leaves execution and margin delivery central to the next report.

Three dated Alfa Laval events

On October 5, 2026, Alfa Laval announced that its Desmet integration was expected to be completed by July 2027, according to Alfa Laval. On October 7, 2026, the company said its supplier network included 6,000 contributors, according to Alfa Laval. On October 9, 2026, Pareto raised its target from SEK 650 to SEK 675, according to Borskollen.

Two dates now matter

Alfa Laval's next quarterly report is scheduled for October 27, 2026, and its Capital Markets Day is scheduled for November 18, 2026, according to Alfa Laval. The October report will test whether the 17.00 percent adjusted EBITDA margin and SEK 53.50 billion order book can support the more optimistic order assumptions.

Stock price and investor context

Alfa Laval was trading at EUR 51.69 at Lang & Schwarz on October 12, 2026 at 10:10 a.m. CEST. The structured market data placed its market capitalization at SEK 239.5 billion on October 12, 2026, while the Nasdaq Stockholm quotation was SEK 579.40 at 10:12 a.m. CET on the same date. The further course of trading is shown by the continuously updated real-time quote of Alfa Laval stock.