Jefferies raises target for Schneider Electric stock from EUR 289 to EUR 323

Published on 10/12/2026 at 09:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Schneider Electric stock is EUR 267.43 on October 12, 2026, versus EUR 266.15. Revenue reached EUR 21.23 billion in the first half of 2026.

Key points in brief

Jefferies raised its Schneider Electric target from EUR 289.00 to EUR 323.00 on October 8, 2026, while maintaining a Buy rating.
The company agreed to acquire PTC for USD 22.60 billion on October 5, 2026, its largest announced acquisition.
First-half 2026 revenue reached EUR 21.23 billion and net income EUR 2.49 billion.
The stock was trading at EUR 267.43 at Lang & Schwarz on October 12, 2026, plus 0.48 percent versus the October 9 Xetra close of EUR 266.15.

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Schneider Electric (ISIN FR0000121972) saw Jefferies raise its target from EUR 289.00 to EUR 323.00 on October 8, 2026, while maintaining a Buy rating, according to Ideal Investisseur. The stock was trading at EUR 267.43 at Lang & Schwarz on October 12, 2026 at 9:11 a.m. CEST, plus 0.48 percent versus the Xetra close of October 9, 2026 at EUR 266.15.

PTC deal raises the stakes

Schneider Electric had agreed on October 5, 2026, to acquire industrial software provider PTC for USD 22.60 billion in cash. Simply Wall St reported that the offer amounted to USD 205.00 per PTC share and represented a 42.30 percent premium to the prior closing price.

The financing plan includes an equity issuance of EUR 5.00 billion to EUR 6.00 billion and new debt of EUR 16.00 billion to EUR 17.00 billion, according to S&P Global Ratings on October 6, 2026. The rating agency affirmed Schneider Electric at A/A-1 with a stable outlook, while projecting adjusted funds from operations to debt at 28.00 percent to 30.00 percent after the transaction closes.

What does the deal change?

The purchase expands Schneider Electric's industrial software portfolio but also increases financing pressure before the expected 2027 completion. S&P Global Ratings expects the company to recover toward 40.00 percent funds from operations to debt in 2028 and forecasts an adjusted EBITDA margin above 21.50 percent from 2027.

Three dated operating signals

On September 24, 2026, Schneider Electric agreed to acquire Shelly Group for EUR 1.30 billion, according to Simply Wall St. On September 29, 2026, the company introduced software-defined medium-voltage switchgear designed for up to 3.00 times faster ordering and manufacturing, the same source reported. On October 5, 2026, the PTC agreement became the largest announced transaction in Schneider Electric's history at USD 22.60 billion.

For the first half of 2026, revenue was EUR 21.23 billion, up 9.80 percent from the first half of 2025, while net income reached EUR 2.49 billion, up from EUR 1.91 billion, according to Markets Insider. These figures give the acquisition a stronger operating base, but the planned debt increase makes execution and integration central to the valuation.

Next reporting date is October 16

Schneider Electric's investor-relations calendar lists 2026 third-quarter revenue for October 16, 2026 at 7:30 a.m. CET. The report will provide the next quantified check on demand in energy management and industrial automation, before the PTC transaction is expected to close in 2027.

Stock holds above the Xetra close

At EUR 267.43, the Lang & Schwarz price was EUR 1.28, or 0.48 percent, above the Xetra close of October 9, 2026 at EUR 266.15. The primary listing is Euronext Paris in EUR, where Schneider Electric is quoted under SU.PA.

The further course of trading is shown by the continuously updated real-time quote of Schneider Electric stock.