Schneider Electric: Goldman upgrades its buy recommendation

(CercleFinance.com) - On Thursday, Goldman Sachs raised its recommendation on Schneider Electric shares from 'sell' to 'buy', with a 12-month price target raised from €214 to €280.


In a study released in the morning, the research firm believes that the stock's valuation is no longer as high as it may have been in the past, and that a rebound towards rations in line with those of its main comparables could materialize.

In its view, the share price's adverse reaction to concerns surrounding capital expenditure in data centers is exaggerated.

We expect Schneider's organic sales growth to significantly exceed that of other players in the sector over the next two years", the analyst points out.

Goldman indicates that the release of Q1 results, scheduled for April 28, could be the next catalyst for the stock.

The research firm recalls that it had downgraded its recommendation on Schneider to 'sell' in 2019, amid concerns about the Chinese construction sector and a significant premium to the sector.

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