Clarksons lifts Maersk EBITDA forecast for Maersk stock

Published on 10/16/2026 at 09:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Clarksons raised its EBITDA estimate to USD 14.3 billion from USD 11.1 billion. Maersk stock trades at EUR 3,128.50 on October 16, 2026.

Forecast and trading snapshot

Clarksons raised its full-year EBITDA estimate to USD 14.3 billion from USD 11.1 billion on October 15, 2026.
Maersk reported USD 3.0 billion EBITDA and USD 1.6 billion EBIT for the second quarter of 2026.
Maersk stock trades at EUR 3,128.50 at 9:13 a.m. CEST at Lang & Schwarz on October 16, 2026.
The next interim report is scheduled for November 5, 2026.

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Maersk (ISIN DK0010244508) stock was trading at EUR 3,128.50 at Lang & Schwarz on October 16, 2026 at 9:13 a.m. CEST. FreshPlaza reported that Clarksons Securities raised its full-year EBITDA estimate for Maersk to USD 14.3 billion from USD 11.1 billion on October 15, 2026, while keeping a Sell recommendation.

Forecast rises above company guidance

The new estimate exceeds Maersk's 2026 underlying EBITDA guidance of USD 10.5 billion to USD 12.5 billion. Clarksons linked its more optimistic forecast to freight rates, cargo demand and port congestion, but also cited vessel-capacity growth as a risk.

Maersk's investor-relations page reports USD 3.0 billion EBITDA and USD 1.6 billion EBIT for the second quarter of 2026. The same page lists USD 15.8 billion of revenue, USD 0.5 billion of free cash flow and a 5.0 percent return on invested capital for the period, all in USD figures from the company's financial highlights.

Three dates mark the stock story

Maersk reported second-quarter revenue of USD 15.8 billion on August 13, 2026. FinanzNachrichten reported on October 12, 2026 that JPMorgan raised its target from DKK 10,000 to DKK 12,000 while retaining Underweight. On October 15, 2026, Clarksons lifted its EBITDA forecast from USD 11.1 billion to USD 14.3 billion.

What does the forecast mean for earnings?

The comparison with Maersk's guidance shows that Clarksons sees upside to the company's own midpoint of USD 11.5 billion. The counterweight is capacity: the report says fleet growth could reach 7 percent in 2027 and 10 percent in 2028, while demand growth is forecast at 4 percent in 2028.

Next reporting date is November 5

Maersk's investor-relations page names November 5, 2026 as the date for its interim report for the third quarter of 2026. That release should provide the next company-level test of freight rates, volumes and the raised earnings expectations.

Trading starts below recent levels

The Lang & Schwarz quote places the stock in the pre-market phase from a German investor perspective. The quotation is shown in euros, while Maersk's operating figures and analyst targets are reported in USD and DKK respectively.

Maersk stock was trading at EUR 3,128.50 at Lang & Schwarz on October 16, 2026 at 9:13 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Maersk stock.