Jefferies raises target for Belimo stock from CHF 1,035 to CHF 1,050

Published on 10/13/2026 at 00:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

EBIT reached CHF 153 million at a 22.50 percent margin in the first half of 2026. Belimo stock sits below CHF 969.50, its 52-week high.

Key points in brief

Jefferies raised its Belimo price target from CHF 1,035 to CHF 1,050 on October 11, 2026, while retaining a Buy rating.
First-half 2026 EBIT reached CHF 153 million at a 22.50 percent margin, according to the company presentation.
Belimo had a CHF 9.9 billion market capitalization and a CHF 608.50 to CHF 969.50 52-week range as of October 12, 2026.
The next reported dates are January 18, 2027, for full-year sales and March 1, 2027, for full-year results.

Aquarellillustration eines Schweizer Industriestandorts mit Bergpanorama im Hintergrund — Belimo Holding AG (ISIN CH1101098163): Aquarellmalerei zeigt Schweizer Industriegebäude vor malerischem Alpenpanorama im Morgenlicht, Illustration mit AI erstellt.

Jefferies raised its price target for Belimo stock from CHF 1,035 to CHF 1,050 on October 11, 2026, while retaining a Buy rating, according to Markets Insider. Jefferies cited a stronger second half of 2026 as data center construction steps up sequentially.

Three milestones shape the setup

On February 24, 2026, Belimo reported fiscal 2025 revenue of CHF 1.12 billion, up 19 percent year over year, according to Simply Wall St. On July 20, 2026, first-half revenue reached CHF 676 million and EBIT reached CHF 153 million, according to Yahoo Finance. The October 11, 2026, Jefferies action is the latest of the three milestones, lifting the target by CHF 15, or 1.45 percent.

The operating figures explain why the analyst action matters. First-half EBIT grew more than 19 percent to CHF 153 million, while the 22.50 percent margin stayed close to the prior-year level, according to the same Yahoo Finance presentation. That combination gives the target increase an operating basis rather than relying only on market sentiment.

What does the target change mean?

Jefferies linked its CHF 1,050 target to the expected step-up in data center construction during the second half of 2026, according to Markets Insider. A separate September 14, 2026, interview with CEO Lars van der Haegen put data center cooling at nearly one-quarter of total revenue and said the segment supplied more than half of first-half revenue growth, according to Moneycab. The counter-factor is supply-chain pressure across the sector, although Jefferies said Belimo's shorter delivery times support its competitive position.

Next reporting dates carry the timeline

Belimo is scheduled to publish full-year sales for 2026 on January 18, 2027, followed by full-year results on March 1, 2027, according to the company's first-half results presentation carried by Yahoo Finance. Those dates give investors two quantified checkpoints for testing whether data center demand converts into the margin profile behind the higher target.

Market value and yearly range

As of October 12, 2026, Belimo had a market capitalization of CHF 9.9 billion and a 52-week range of CHF 608.50 to CHF 969.50. The registered shares are listed on the SIX Swiss Exchange and belong to the SMIM index, according to Belimo. The valuation discussion therefore sits between a strong first-half margin and a yearly high that remains a clear market reference.

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