Since the beginning of the year, analysts have lowered their profit estimates for the 50 largest listed companies in Europe by almost four percent. This is according to data from the financial specialist Bloomberg.
One of the main reasons for this is the tariffs imposed by US President Donald Trump Trump and the associated uncertainty. Tariffs make products more expensive, making them less affordable for end customers. In addition, the recent euro exchange rate against the dollar is affecting companies. This makes products sold in the dollar zone more expensive and less competitive. In addition, turnover and profits are reduced as soon as companies convert their dollar earnings into euros and report them on their balance sheets.
But there are exceptions. For five companies in the European Stoxx 50 share index, analysts have increased their profit forecasts for the current financial year by at least five percent since the beginning of the year. by at least five percent - for one group by as much as 15 percent.
Handelsblatt profiles the shares of these companies with a view to their business prospects, their stock market valuation and their share price potential.
The candidates are:
$PRX (-1,35 %) - Prosus | 20 analysts per buy / 4 hold
$CFR (+1,04 %) - Richemont | 17 buy / 16 hold / 1 sell
$NOVN (-0,57 %) - Novartis | 9 buy / 15 hold / 5 sell
$SAP (-1,16 %) - SAP | 25 buy / 6 hold / 3 sell
$IBE (+0,29 %) - Iberdrola | 12 buy / 19 hold / 2 sell
The detailed analysis is available here (€):
https://hbapp.handelsblatt.com/cmsid/100124777.html
Source: Handelsblatt, 09.05.25
