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Investing.com -- Goldman Sachs has identified several standout performers in the industrials sector, highlighting companies positioned to benefit from infrastructure spending, data center growth, and strategic acquisitions.
These selections reflect the brokerage’s confidence in businesses with strong earnings potential and market positioning advantages.
The brokerage’s analysis points to significant upside potential for these industrial leaders, with each company offering unique exposure to high-growth segments within the broader industrial landscape.
Goldman Sachs added the Danish logistics giant to its Conviction List, emphasizing the underappreciated synergy potential from DSV’s upcoming 2025 DBS acquisition.
Analyst Patrick Creuset believes the market is significantly underestimating the company’s long-term earnings expansion capabilities, projecting a doubling of earnings by 2028.
The brokerage sees up to 50% upside to DSV’s guided DKK 9 billion in synergies as integration and procurement efficiencies accelerate. Goldman also expects an earlier-than-anticipated share buyback program, with net debt to EBITDA trending toward 2× by late 2026.
Additionally, DSV’s road freight division stands to benefit from increased German fiscal spending, potentially boosting European truck volumes from Q4 2025. Goldman has set a 12-month target price of DKK 2,050, representing a substantial 49% upside.
The Italian cable and energy-systems leader earned its place on Goldman’s list due to its exposure to two rapidly growing markets: transmission and distribution (36% of sales) and data centers (approximately 15% of 2025 sales).
Analyst Daniela Costa forecasts an impressive 21% earnings CAGR between 2024 and 2028, supported by robust capital expenditure in grid and data infrastructure.
Prysmian is strategically positioned to benefit from U.S. Section 232 copper tariffs, which could increase its U.S. market share by as much as 12% and boost EBITDA by approximately €200 million.
Despite this growth outlook, the company trades at just 14× 12-month forward EV/EBIT, below the 20× average for global peers.
Goldman maintains a €102 price target, suggesting a 14% upside, with potential catalysts including a U.S. listing decision and margin improvements through 2025.
Goldman included this British energy technology company for its exposure to AI-driven expansion in global data-center power demand, which the brokerageprojects will increase 175% through the decade.
Analyst Michele Della Vigna described Ceres as an "underappreciated" solid-oxide fuel-cell innovator that benefits from its licensing model and strategic partnerships with manufacturers positioned for large-scale growth.
The brokerage forecasts royalty revenue to rise from £95 million in its base case to £215 million in an upside scenario by 2030, potentially driving EBIT margins toward 45%.
Despite recent gains, Ceres still trades at approximately a 50% discount to its 10-year average valuation. Goldman’s 12-month target price of 480 pence implies a substantial 79% total return potential.
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