Schaeffler stock faces a lower target as H1 margin improves

Published on 09/25/2026 at 14:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Schaeffler stock was EUR 6.60 on Xetra on September 25, 2026, up 0.92 percent intraday. H1 EBIT rose to EUR 549 million and margin reached 4.7 percent.

Automotive-Fertigungshalle mit Robotern und Getriebeteilen, Schaeffler AG Industrie — Schaeffler AG (DE000SHA0100) fertigt Präzisionslager und Getriebeteile in moderner Automotive-Produktionshalle mit Robotik nahe Frankfurt, Illustration mit AI erstellt.

Schaeffler (ISIN DE000SHA0100) was trading at EUR 6.60 on Xetra on September 25, 2026 at 2:19 p.m. CEST, up 0.92 percent from EUR 6.54. The latest analyst move combines a lower valuation yardstick with better first-half profitability.

Jefferies cuts target to EUR 8.70

According to MarketScreener on September 23, 2026, Jefferies lowered its Schaeffler price target from EUR 9.45 to EUR 8.70 and retained its Buy rating. The new target stands 31.82 percent above the September 25 reference price.

The analyst case is mixed. Jefferies cited the upcoming quarterly figures and the resilience of European auto suppliers, while also noting that Schaeffler's reduced 2028 targets had damaged credibility. The company retains self-help potential, and its non-auto robotics business remains a key part of the investment argument, according to the same FinanzNachrichten report published on September 23, 2026.

H1 margin rises to 4.7 percent

Schaeffler generated EUR 11,667 million in revenue in the first half of 2026, versus EUR 11,845 million a year earlier, a decline of 1.5 percent. At constant currency, revenue increased 0.4 percent during the reporting period, according to AFM on September 2, 2026.

Profitability provided the stronger signal. EBIT before special items reached EUR 549 million, up from EUR 482 million in the prior-year period, while the margin improved to 4.7 percent from 4.1 percent. Schaeffler also confirmed its full-year 2026 guidance in the same report.

Stock stays below yearly high

The intraday price is 44.91 percent below the 52-week high of EUR 11.98 and 17.23 percent above the 52-week low of EUR 5.63. Trading volume stood at 308,885 shares, while market capitalization was EUR 6,236,238,631 on September 25, 2026.

Next results date is November 3

Schaeffler's investor-relations calendar lists the nine-month results for November 3, 2026. The company also scheduled a Q3 pre-close conference call for October 14, 2026, according to Schaeffler.