Jefferies keeps EUR 8.70 target for Schaeffler stock

Published on 10/18/2026 at 12:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nine-month revenue fell to EUR 17.5 billion from EUR 17.7 billion. Schaeffler stock has its next results date on November 3, 2026.

Guidance and valuation

Jefferies kept its EUR 8.70 target and Buy rating for Schaeffler on October 13, 2026.
First-nine-month revenue reached EUR 17.5 billion versus EUR 17.7 billion in the prior-year period.
Schaeffler stock closed at EUR 5.83 on Xetra on October 16, 2026.

Pop-Art-Comic-Illustration eines Elektrofahrzeug-Fahrgestells mit Getriebe und E-Motor — Schaeffler AG (DE000SHA0100) liefert E-Achsen-Technologie, dargestellt als farbenfrohe Pop-Art-Comic-Illustration eines Elektrofahrzeug-Fahrgestells heute, Illustration mit AI erstellt.

Schaeffler (ISIN DE000SHA0100) last closed at EUR 5.83 on Xetra on October 16, 2026. The key recent catalyst was the company's preliminary nine-month report, while finanzen.net reported on October 13, 2026 that Jefferies kept its Buy rating and EUR 8.70 price target.

Three milestones in October

On October 12, 2026, Schaeffler said it had concluded 1,768 additional partial retirement agreements. The company expects a positive earnings effect of EUR 55.00 million in 2029.

On October 13, 2026, Schaeffler reported preliminary nine-month revenue of EUR 17.5 billion, down from EUR 17.7 billion in the prior-year period.

On October 13, 2026, the same report put humanoid robotics orders at EUR 400.0 million after two new customers were added in Greater China. That figure gives the growth story a measurable counterweight to weaker vehicle demand.

What does the margin mean?

The group EBIT margin before special items improved to 4.5 percent in the first nine months of 2026 from 4.2 percent in the prior-year period, according to Schaeffler. In the third quarter, however, the margin was 4.2 percent, compared with 4.5 percent a year earlier. E-Mobility remained the pressure point, with a nine-month margin of minus 14.8 percent before special items.

When are the next dates?

The next reporting date is November 3, 2026, when Schaeffler plans to publish the final nine-month statement and hold its third-quarter earnings conference call, according to the company's investor-relations page. Jefferies' EUR 8.70 target is 51.04 percent above the EUR 5.76 reference price shown in its October 13, 2026 analysis.

Stock stays below yearly high

Schaeffler's primary Xetra quote had a 52-week range of EUR 5.63 to EUR 11.98 as of October 16, 2026. The last Xetra close of EUR 5.83 therefore stood EUR 0.20 above the yearly low, while the company's market capitalization was EUR 5.5 billion.

The further course of trading is shown by the continuously updated real-time quote of Schaeffler stock.