BofA cuts target for Schneider Electric stock from EUR 367 to EUR 356

Published on 10/26/2026 at 11:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q3 2026 revenue hit EUR 11.50 billion, up 16.90 percent organically. Schneider Electric stock costs EUR 233.88, 1.09 percent above the Xetra close.

Targets and operating scale

BofA Securities cut its target from EUR 367.00 to EUR 356.00 on October 22, 2026.
Third-quarter revenue reached EUR 11.50 billion with 16.90 percent organic growth in 2026.
Schneider Electric stock trades at EUR 233.88 at 11:26 a.m. CEST at Lang & Schwarz on October 26, 2026, 1.09 percent above the Xetra close of October 23, 2026.
Market capitalization stood at EUR 137.7 billion as of October 26, 2026.

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Schneider Electric (ISIN FR0000121972) is trading at EUR 233.88 at Lang & Schwarz on October 26, 2026, 1.09 percent above the Xetra close of October 23, 2026 at EUR 231.35. As Ideal-Investisseur reported on October 22, 2026, BofA Securities cut its target from EUR 367.00 to EUR 356.00.

BofA trims target after PTC deal

The target reduction followed Schneider Electric's agreement to acquire PTC, a deal that the same report linked to a EUR 22.00 billion transaction value. The change puts BofA's target below the EUR 367.00 level while keeping the analyst view above the current euro quotation.

What does guidance mean for margins?

Yahoo Finance reported that Schneider Electric generated EUR 11.50 billion of revenue in the third quarter of 2026, up 17.00 percent organically year over year. Energy Management contributed EUR 9.60 billion with 19.00 percent organic growth, while Industrial Automation reached EUR 1.80 billion with 8.00 percent growth.

Management raised its fiscal 2026 organic adjusted EBITA growth target to 18.00 percent to 21.00 percent, alongside organic revenue growth of 12.00 percent to 14.00 percent and adjusted EBITA margin expansion of 100 to 120 basis points, according to the same Yahoo Finance transcript. The Q3 organic growth rate was 16.90 percent on a reported revenue basis, compared with 17.90 percent reported growth.

Chronology of three dated moves

On October 5, 2026, Schneider Electric agreed to acquire PTC for USD 205.00 per PTC share, as reported by Ideal-Investisseur.

On October 16, 2026, third-quarter revenue reached EUR 11.50 billion, according to Yahoo Finance. On October 22, 2026, BofA Securities reduced its target from EUR 367.00 to EUR 356.00, according to Ideal-Investisseur.

Stock context in euros

Schneider Electric had a market capitalization of EUR 137.7 billion as of October 26, 2026, while its 52-week range stood at EUR 220.60 to EUR 311.65. The current quotation is therefore above the lower end of that range and below its upper end.

Schneider Electric was trading at EUR 233.88 at Lang & Schwarz on October 26, 2026 at 11:26 a.m. CEST, 1.09 percent above the Xetra close of October 23, 2026 at EUR 231.35. The further course of trading is shown by the continuously updated real-time quote of Schneider Electric stock.