• 繁

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Assessing Saab (OM:SAAB B) Valuation After Breakthrough Autonomous Aircraft Fuselage Milestone with Divergent Technologies

    Simply Wall St·12/12/2025 04:47:29
    語音播報

    Saab (OM:SAAB B) just hit an interesting milestone with Divergent Technologies, delivering initial autonomous aircraft fuselages built using fully digital, additive manufacturing. For investors, this is less about near term revenue and more about long term capability.

    See our latest analysis for Saab.

    That milestone with Divergent lands after a busy spell for Saab, with fresh Spanish Army training contracts and another Lithuanian MSHORAD order. It comes on top of a powerful year to date share price return suggesting momentum is still firmly on the upside despite recent pullbacks.

    If you are watching the defense theme more broadly, this is also a good moment to scan other opportunities across aerospace and defense stocks and see which names share similar tailwinds.

    But with Saab up over 100 percent in the past year, trading slightly above consensus targets and already delivering double digit growth, is this a genuine long term entry point, or is the market fully pricing in future gains?

    Most Popular Narrative Narrative: 4.7% Overvalued

    With Saab closing at SEK503.5 against a narrative fair value of SEK481, the current pricing leans ahead of the story investors are modelling.

    The analysts have a consensus price target of SEK504.571 for Saab based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of SEK600.0, and the most bearish reporting a price target of just SEK374.0.

    Read the complete narrative.

    Want to see what justifies paying up for this defense name? The narrative leans on rapid revenue compounding, fatter margins, and a future earnings multiple that might surprise you. Curious how those moving parts stack together into today’s fair value view? Read on and see what numbers are doing the heavy lifting.

    Result: Fair Value of $481 (OVERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, elevated valuation, political dependence on defense budgets, and heavy upfront investment needs could quickly challenge today's growth assumptions if sentiment or orders soften.

    Find out about the key risks to this Saab narrative.

    Build Your Own Saab Narrative

    If you see Saab’s story differently or want to test your own assumptions against the numbers, you can build a fresh view in minutes: Do it your way.

    A great starting point for your Saab research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

    Ready for more investment ideas?

    Saab might fit your thesis today, but if you stop here you could miss sharper opportunities other investors are already positioning around using our powerful screener tools.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.