This section summarizes the latest analyst opinions and rating changes on United Internet AG.
Buy, €22-> €27: CFRA expects United Internet’s CapEx pressure for 2025 to ease following the extension of the spectrum usage rights until 2030. It also sees United Internet as the “the next major communication services provider in Germany” through its 1&1 brand.
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Buy, €31: DZ Bank analyst Karsten Oblinger said United Internet shares have suffered due to problems with 1&1’s network and still reflects an excessively high conglomerate discount. He pointed out that 2025 will be a transitional year for 1&1 and that IONOS is forecasting record results and intends to continue growing.
https://www.finanzen.net/analyse/united_internet_kaufen-dz_bank_1025628
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Buy, €28.90→€33.40: UBS analyst Polo Tang said detailed analysis of 1&1 and IONOS drove his estimates for United Internet’s cash inflows. He pointed out that despite their price rally, the shares still priced in a negative values for the company’s core business-adjusted for the equity investments.
https://www.finanzen.net/analyse/united_internet_buy-ubs_ag_1026520
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Buy, €33.00->€35.10: UBS analyst Polo Tang said their latest analysis of quarterly analysis of mobile and broadband prices showed mixed trends, although the worst of the price war in the mobile sector appears to be over.
https://www.finanzen.net/analyse/united_internet_buy-ubs_ag_1050394
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Buy, €42 to €35: Berenberg analyst Gustav Froberg said United Internet’s discount has shrank to around 18% from around 47% due to the doubling of its share price and that of its subsidiary 1&1 last year. However, he added that United Internet shares remain promising.
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Oddo BHF upgraded IONOS shares to outperform citing agentic AI opportunities, dividend opportunity following debt reduction and the opportunity that disputes with the United States could benefit a European market player.
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UBS lowers United Internet’s price target by $3.3 due to AI concerns at IONOS, United Internet shares down 5%
Buy, €35.10->€31.80: UBS analyst Polo Tang said he lowered United Internet’s price target due to a revised assessment of IONOS. He pointed out that United Internet and 1&1 shares remain attractive.
UBS lowered IONOS’s price target from €40 to €28 and downgraded its rating from “Buy” to “Neutral” due to AI concerns. UBS pointed out that IONOS’s business trends are unlikely to to provide any encouragement to investors before the second quarter.
United Internet shares are down 5% today, probably due to the downgrade.