Schneider Electric: Oddo BHF reassured by roadshow

(CercleFinance.com) - Oddo BHF has reiterated its 'outperform' rating on Schneider Electric shares with a target price of E286, the day after a roadshow with the group's CEOs and CFOs, which showed that data centers are not the only catalyst.


Concerns about the pace of growth (and sustainability) in the data center market should not overshadow the group's strengths in terms of positioning, the broker says, which is raising its EPS estimates by an average of 3.5%.

Oddo BHF points out that datacenters do not represent even a quarter of the annual growth targeted by the group each year, and that most products sold for datacenters are also sold for other industries (with a few exceptions).


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