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Buy, €110: Jefferies said the low price dynamic offer good opportunities, especially considering the upcoming release of Q4 numbers. He pointed to solid tourism prospects, normalized purchasing conditions for the fleet and positive utilization signals from the competition.
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Buy, €105: Analyst Michael Kuhn of Deutsche Bank said Sixt is expected to report a pre-tax loss of €13 million for the first quarter, compared to a prior-year profit of €27.5 million.
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Buy, €135->€125: Analyst Marc-Rene Tonn said Sixt’s Q1 revenue is likely to grow and that pre-tax profit is likely to have grown year-over-year. However, he added that he reduced his earnings estimates due to somewhat lower expectations for business growth in the US this year and next year.
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Buy, €110->€95: Analyst Constantin Hesse of Jefferies said a recession could significantly lower consensus estimates for Sixt. He pointed out that pressure on volumes and prices can be expected. However, the stock remains attractive in the medium term.
Buy, €95->€105: Jefferies analyst Constantin Hesse said despite lower visibility in booking trends, travel demand remains strong. He said this trend is supported by European airline companies maintaining their guidance and a small weakness in the US market, which appears to be confined to the low-end domestic leisure segment. The outlook is also supported by disciplined fleet utilization in the industry and stronger residual values in the US market.
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Buy, €105: Analyst Constantin Hesse of Jefferies expects strong travel demand when Sixt reports its Q2 2025 results, especially in Europe.
https://www.finanzen.net/analyse/sixt_se_st_buy-jefferies_&_company_inc._1014335
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Buy, €110: Jefferies said the German government investment package and a possible ceasefire in Ukraine provide a good basis for reassessment of growth sectors and cyclical companies.
https://www.finanzen.net/analyse/sixt_se_st_buy-jefferies_&_company_inc._1025998
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Sixt shares rose 4% following positive commentary from UBS
Sell→Buy, €102: UBS analysts said the margin recovery is being driven by internal factors. It expects Sixt’s diluted EPS to grow from €5.20 in 2024 to €6.93 in 2025 and €10.97 by 2029.
Sixt’s shares rose 4% following UBS note.
“The margin recovery story is driven by fleet management, instead of the external pricing environment,” UBS wrote.
“We believe Sixt is now very well positioned to navigate residual value uncertainties regardless of the used car pricing environment,” they said.
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Buy, €105: Deutsche Bank Research analyst Michael Kuhn said his analysis of daily car rental prices in the third quarter signals strong performance across Europe, especially the core European markets of Germany, Italy, and Great Britain.
https://www.finanzen.net/analyse/sixt_se_st_buy-deutsche_bank_ag_1029427
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Hold, €90: Berenberg analyst Yasmin Steilen said Sixt’s CFO made a confident impression regarding the company’s annual target. However, developments for the remainder of the year are hard to predict.
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Buy, €105: Deutsche Bank Research analyst Michael Kuhn said Sixt’s summer business was strong. However, he added that cost pressure continues.
https://www.finanzen.net/analyse/sixt_se_st_buy-deutsche_bank_ag_1031744
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Buy, €103->€100: DZ Bank analyst Dirk Schlamp said Sixt is on track to meet its annual guidance. However, he lowered his estimates due to subdued economic situation in Germany and weaker consumer confidence in the US. He maintained “buy rating” due to the company’s strategic positioning, historically low share valuation, and the fundamentally intact business model.
https://www.finanzen.net/analyse/sixt_se_st_kaufen-dz_bank_1033620
Buy, €100: Jefferies analyst Constantin Hesse said recent performance of Avis indicate that concerns about Sixt’s market conditions may be overstated. He pointed out that despite anticipated weakness, Avis reported only a slight decline in revenue per day and vehicle utilization, indicating resilience in the market. Additionally, the leisure segment remains robust, which is a significant area for Sixt as well. Furthermore, Avis’s focus on price and returns over volume as well as a noted improvement in the international segment, particularly in Europe, provides a favorable comparison for Sixt.
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Buy, €125: Warburg Research analyst Marc-Rene Tonn said Sixt is growing in a challenging macro environment but costs are putting pressure on margins and current market expectations for the next two years are likely too high. He praised the attractive dividend yields, strong balance sheet and Sixt’s strong position in key markets.
https://www.finanzen.net/analyse/sixt_se_st_buy-warburg_research_1046157