Installation company Bravida is rewarded with higher target prices following its Q4 report.
Handelsbanken has raised its target price to SEK 114 (from 105). The buy recommendation is maintained despite the stock surging by double digits after the report.
"Even though some investors may take the opportunity to realize profits as the valuation has shifted from low to more reasonable, we believe that market prospects now appear more promising and that installation company Bravida remains an interesting long-term investment," the bank writes.
Pareto's new target price is SEK 112 (from 102), reflecting revised estimates. However, the recommendation for the stock is lowered to hold, from buy, after the valuation soared thanks to strong share price performance.
"Stronger execution capabilities and positive market signals make the recent revaluation fully justified in our view, but the current valuation limits the upside potential in the short term, prompting us to change our recommendation," the analysis firm writes.
Nordea raises its target price to SEK 111 (from 105), and still considers the stock a buy.
"With a balance sheet well below 1x net debt/ebitda (adjusted for leasing), we see attractive opportunities for capital allocation going forward, where buybacks are the most attractive considering the valuation at around 11x expected ev/ebita for 2027. We therefore reiterate our buy recommendation," Nordea writes.
SB1 Markets raises its target price to SEK 115 (from 100), and also reiterates a buy.
The report provided further support for a turnaround in Denmark, as well as an improved market tone following a clear shift in management's market commentary.
"In Q3, the company described the market as still challenging with no clear signs of improvement. In Q4, however, it is stated that the market has stabilized and that demand is expected to gradually increase during 2026, with some improvement already by the end of 2025 in southern Sweden and Finland," SB1 writes, forecasting organic growth of 1.8 percent for the full year, with more weight in the second half.
Additionally, Bravida is still seen as attractively valued based on expected ev/ebita for 2026-2027 and a free cash flow yield of 7.6-7.8 percent.
Other analysis firms raising their target prices include Oddo, DNB Carnegie, and SEB.
Bravida Holding AB is a Sweden-based supplier of technical installation and services to buildings and structures. The Company offers expertise and integrated solutions in three technology areas, namely electricity, plumbing, and heating, ventilation, and air conditioning (HVAC). Its offer ranges from consulting and design to installation and servicing, and is divided into two main areas: installation of technical systems in buildings and facilities, and service and maintenance of completed installations. The Company also provides property management, security alarms and access control solutions, among others. It is active in five geographical divisions, namely North, Stockholm, South, Norway and Denmark.
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