Jefferies keeps EUR 8.70 target for Schaeffler stock

Published on 10/20/2026 at 12:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Schaeffler stock costs EUR 5.79 on October 20, 2026, 0.35 percent above the Xetra close. The next full results are due November 3, 2026.

Guidance and operational reset

Jefferies maintained its Buy rating and EUR 8.70 price target on October 13, 2026.
Third-quarter revenue reached EUR 5.8 billion, while the EBIT margin before special items was 4.2 percent.
Schaeffler stock trades at EUR 5.79 at 12:31 p.m. CEST at Lang & Schwarz on October 20, 2026, 0.35 percent above the Xetra close of October 19, 2026.

Flatlay mit Aktienzertifikat, ISIN-Karte, Kugellager und Messwerkzeugen auf Holztisch — Schaeffler AG (DE000SHA0100) als Aktienanlage gezeigt durch Flatlay mit Zertifikat, ISIN-Karte, Kugellager und Präzisionswerkzeug, Illustration mit AI erstellt.

Schaeffler stock (ISIN DE000SHA0100) was trading at EUR 5.79 at Lang & Schwarz on October 20, 2026, at 12:31 p.m. CEST, up 0.35 percent versus the Xetra close of October 19, 2026 at EUR 5.77. On October 13, 2026, Markets Insider reported that Jefferies maintained a Buy rating and an EUR 8.70 price target.

Three steps since October 1

The recent sequence points to a company combining cost reductions with portfolio repair. On October 1, 2026, Schaeffler extended Sascha Zaps' contract as CEO of Bearings and Industrial Solutions by five years, according to EQS News. On October 12, 2026, the company said 3,715 of 4,700 planned job reductions had been completed and that it had concluded 1,768 partial-retirement agreements, as reported by Deutsche Boerse. On October 13, 2026, Schaeffler released preliminary nine-month revenue of EUR 17.5 billion, down from EUR 17.7 billion, and confirmed its 2026 guidance through its Schaeffler release.

What does cleanup mean for margins?

The main operating tension is E-Mobility. Schaeffler recognized EUR 240 million of one-off special charges in 2026, mostly in the third quarter, while the division's EBIT margin before special items improved from minus 17.8 percent in the first quarter to minus 13.1 percent in the third quarter, according to the company release.

Group EBIT margin before special items was 4.2 percent in the third quarter and 4.5 percent for the first nine months. Free cash flow before cash in- and outflows for mergers and acquisitions reached EUR 260 million in the third quarter, compared with EUR 175 million in the prior-year period. The figures support the confirmed full-year guidance, but the continuing E-Mobility loss keeps execution central to the valuation.

Dates for the next results

Schaeffler's next reporting date is November 3, 2026, when the company plans to publish the final nine-month statement and hold its third-quarter earnings call. The investor-relations calendar also lists the annual-results analyst conference for March 3, 2027, according to Schaeffler.

Stock remains near yearly low

The EUR 5.79 quote is EUR 0.16 above the 52-week low of EUR 5.63 and EUR 6.19 below the 52-week high of EUR 11.98, both as of October 20, 2026. The market capitalization was EUR 5.4 billion at the same time.

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