Deutsche Bank lifts AMS stock price target to GBP2.75, keeps Buy rating

Published 25/03/2025, 20:56
Deutsche Bank lifts AMS stock price target to GBP2.75, keeps Buy rating

On Tuesday, Deutsche Bank (ETR:DBKGn) analyst Kane Slutzkin revised the price target for Advanced Medical (TASE:BLWV) Solutions ( AMS (VIE:AMS2):LN) upward to GBP2.75 from the previous GBP2.50. The firm sustained its Buy rating on the stock. Slutzkin highlighted the company’s improved operational performance, noting consistent growth in underlying earnings for the fiscal year 2024.

Advanced Medical Solutions has seen its share prices dip below pre-Peters Surgical acquisition levels. Slutzkin’s report delves into potential market concerns, such as the delayed realization of synergies from the Peters Surgical (PS) deal, headwinds anticipated from the 2024 US restocking, the outlook for the Woundcare division, and the impact of persistent negative sentiment in the UK on the company’s share volatility.

Despite these challenges, Deutsche Bank views the current stock price as an opportunity for investors. The shares are trading at 9.5 times EV/EBITDA, which, according to Slutzkin, overlooks the benefits of the AMS/PS merger and seemingly assigns a negative value to the Woundcare business. The broader product pipeline of AMS also presents additional potential.

The bank’s report includes an estimated GBP8 million in PS synergies and projects a 10% increase in fiscal year 2027 earnings per share (EPS), which is 2% above consensus forecasts. The new discounted cash flow (DCF) analysis supports the increased target price to 275p, an increment from the prior target of 250p.

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