Analyst Henrik Paganetty Reaffirms Buy on Jenoptik, Raising Price Target to €45 on Strong Orders and Upgraded Growth Outlook
Complete. Here is the key summaryJefferies analyst Henrik Paganetty reaffirmed a Buy rating on Jenoptik, raising the price target to €45 from €38. The upgrade reflects strong order momentum in semiconductor equipment, defense, and data centers, alongside improved end-market conditions. Paganetty also increased sales and EBITDA estimates for the next three years and raised medium-term growth assumptions, citing enhanced earnings visibility and an attractive risk-reward profile.
Jefferies analyst Henrik Paganetty reiterated a Buy rating on Jenoptik today and set a price target of €45.00.
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Henrik Paganetty has given his Buy rating due to a combination of factors, including exceptionally strong order momentum and an improving end-market backdrop. Jenoptik’s first-quarter orders surged year on year, with particularly vigorous demand from semiconductor equipment, defence and data center customers, which underpins confidence in a sustained growth trajectory.
Henrik Paganetty’s rating is based on upgraded financial expectations and a more optimistic mid-term growth profile. He has lifted sales and EBITDA estimates for the next three years and raised the medium-term growth assumption, while simultaneously revising the price target upward to €45 from €38, reflecting enhanced earnings visibility and a more attractive risk-reward for the stock.