Berenberg upgrades Landis+Gyr stock to Buy on potential EMEA divestment

Published 28/07/2025, 09:02
Berenberg upgrades Landis+Gyr stock to Buy on potential EMEA divestment

Investing.com - Berenberg upgraded Landis+Gyr Group AG (SIX:LAND) stock rating from Hold to Buy and raised its price target to CHF80.00 from CHF54.00, citing potential divestment of the company’s EMEA business as an attractive near-term catalyst.

The Swiss smart metering company’s shares received the significant price target increase of 48% based on Berenberg’s blended valuation approach, which includes EV/adjusted EBITDA multiple analysis and a three-stage DCF model.

Berenberg’s new price target represents approximately 19% upside potential from Landis+Gyr’s current share price, reflecting growing confidence in the company’s strategic direction.

Growing underlying demand for grid infrastructure in the United States over the next two years further supports the bullish outlook for Landis+Gyr, according to the research note.

Berenberg also highlighted the widening valuation gap between Landis+Gyr and its closest peer Itron (NASDAQ:ITRI), with Landis+Gyr currently trading at a 50% discount, creating what the firm views as an attractive entry point for investors.

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