This week too, experts made their recommendations on various Austrian stocks. Specifically, there are these five – some with very high price targets.
The analysts from Barclays have their “Overweight” rating for the domestic stocks on Thursday First Group (ISIN: AT0000652011) confirmed. Analyst Krishnendra Dubey continued to put the price target at EUR 123.00 in the current study. The share currently costs 115 euros – there would still be seven percent upside potential up to the stated price target.
As the results for the second quarter of 2026 (July 30) – according to the bank Barclays – offer the next opportunity to address the capital allocation debate, Barclays experts would welcome it if Erste would outline a framework for a possible increase of its stake in Poland beyond 49 percent, without losing sight of capital discipline.
Barclays analysts believe the group is undervalued given its industry-leading returns and strong earnings momentum, particularly given accelerating growth in core Central and Eastern European markets.
Barclays analysts expect earnings per share of 10.54 euros for 2026 and 12.05 and 13.74 euros for the following two years. Your dividend estimate per stock is 4.30 euros for 2026 and 5.00 and 5.50 euros for 2027 and 2028, respectively.
Of the 24 at the news agency Bloomberg Among the listed analysts, 13 recommend buying, nine holding and two selling the stock. The average price target is 116.8 euros, which almost corresponds to the current price.
The analysts at Wiener Privatbank gave their “buy” recommendation for the shares of the local bank on Wednesday Wienerberger (ISIN: AT0000831706) confirmed. The price target (“fair value”) for the shares of the building materials group was left at 32.5 euros by the responsible expert Nicolas Kneip in the study presented on Wednesday. The share currently costs 23.44 euros – there would be 38.7 percent upside potential up to the stated price target.
Kneip explains the unchanged assessment that slightly reduced earnings forecasts would be compensated for by lower risk parameters. Overall, the first quarter was somewhat weaker than expected, with the EBITDA margin being particularly disappointing, wrote Kneip, who continues to expect pressure on margins as a result of higher costs. Nevertheless, despite the challenging environment, the company is heading for one of the two to three best results in the company’s history and has significant structural growth potential even with stable end markets, says Kneip.
The Viennese private bank analysts expect earnings per share of 1.97 euros for 2026 and 2.61 and 3.11 euros for the following two years. Your dividend estimate per stock is 0.95 euros for 2026 and 1.00 and 1.20 euros for 2027 and 2028, respectively.
Of the ten analysts listed on Bloomberg, six recommend buying, two holding and two selling the stock. The average price target is 29.72 euros, which results in an upside potential of 26.5 percent.
The analysts of the Berenberg Bank on Wednesday for the shares of the domestic fiber manufacturer Lenzing (ISIN: AT0000644505) raised the investment vote “Hold” to “Buy”. The price target was increased from 24 to 29.5 euros by the responsible expert Sebastian Bray. The share currently costs 28.7 euros. – There would still be almost three percent upside potential up to the stated price target.
Lenzing has faced ongoing challenges since the highs of 2017, which have caused the share price to fall by over 80 percent, writes Berenberg in the analysis. “However, we believe Lenzing’s 2026 EBITDA estimates are materially too low as wood-based fiber prices have recovered, driven by firmer cotton prices,” the report said.
For 2026, Berenberg analysts only expect a loss per share of 0.57 euros (previously – 2.61 euros). In the following years 2027 and 2028 there should be a loss of 1.08 and 0.64 euros per share. No dividend distributions are expected in the next three financial years.
Of the five analysts listed on Bloomberg, only one recommends buying the stock. Three recommend holding, one recommending selling. The average price target is 24.5 euros, which gives 14.6 percent downside potential.
The analysts at Oddo BHF also rated the shares on Wednesday Semperite (ISIN: AT0000785555) continues to be rated outperform and a price target of 19.0 euros. The share currently costs 15 euros. There would still be 26.7 percent upside potential up to the stated price target.
After the deadline for B&C Holding’s takeover offer has expired – the stake will be increased from 58 to 63.4 percent – they are of the opinion: “As a direct result of the takeover offer, the free float is declining and the already low liquidity of the share has fallen further. The strongly event-driven nature of the investment case over the last three months should now give way again to a greater focus on operational business development. In our view, the recovery curve of profits and margins is progressing, driven by economies of scale and comprehensive cost-cutting measures.”
Of the five analysts listed on Bloomberg, four out of four recommend buying the stock and one recommends selling it. The average price target is 18.84 euros, which results in an upside potential of 25.6 percent.
Things are really busy at the moment AT&S (ISIN: AT0000969985) . The share hasn’t been able to stop for many months. Now on Tuesday the analysts from Deutsche Bank Research has significantly increased its price target from 120 to 310 euros. The “Buy” recommendation was confirmed by analyst George Brown for the shares of the Styrian circuit board manufacturer. The share costs 222 euros – there would still be 39.6 percent upside potential up to the target price.
Even more euphoric than Deutsche Bank is the Hong Kong financial institution Aletheia Capital, which issued a buy recommendation with a price target of 600 euros on Tuesday – which would result in an upside potential of 170 percent.
Had on the weekend AT&S announced that an agreement has been reached with AMD and another “leading technology company” on the essential conditions for an extensive capacity expansion for high-end IC substrates for AI and HPC applications, write the experts at Deutsche Bank. Even more positive, the required investment of €1.5 billion to €2 billion will be fully funded by customers – likely through a combination of upfront payments and other financing arrangements – reflecting customers’ willingness to secure supply volumes amid soaring demand for server CPUs, it said.
Of the seven analysts listed on Bloomberg, four recommend buying, two holding and one selling the stock. The average price target here is “only” 225 euros, which would only result in a good two percent upward potential.
Incidentally, AT&S shares have just been ennobled in Europe. It was included in the Stoxx Europe 600 stock index as part of a rebalancing. This emerges from a release from the company on Thursday. The Euro Stoxx 600 includes 600 listed large, medium and small companies from 17 European countries and reflects developments on the European capital markets. AT&S boss Michael Mertin sees the recording as a “milestone”. The inclusion now brings even more attention to the share. In addition to AT&S, the Austrian companies in the Euro Stoxx 600 also include: First GroupVerbund, OMV, voestalpine or Wienerberger. (APA/est)
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