Schneider Electric: Oddo BHF reassuring after roadshow

(CercleFinance.com) - Oddo BHF has reiterated its 'outperform' rating and price target of 286 euros on Schneider Electric, 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 its sustainability) in the data center market should not overshadow the Group's strengths in terms of positioning", says the research firm, which is raising its EPS by an average of 3.5%.

Oddo BHF points out that datacenters do not account for 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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