Analyst Reaffirms Confidence in SKF AB’s Growth
In the latest market update, Kepler Capital Markets analyst Johan Sjoberg has reaffirmed a “Buy” rating on SKF AB (0NWX), setting a price target of SEK 310.00. The industrial manufacturing giant’s shares closed last week at SEK 255.20, signaling a potential 21.5% upside from the current level.
This bullish outlook, published through TipRanks and reported by The Globe and Mail on November 9, 2025, underscores analysts’ growing confidence in SKF AB’s strategic direction and industrial resilience, despite global manufacturing headwinds.
Sjoberg, a 4-star analyst with an average return of 8.4% and a 71.7% success rate, highlighted SKF’s ability to sustain innovation in bearing and motion technologies while maintaining operational efficiency across its global network. His assessment contributes to an overall analyst consensus of “Moderate Buy”, with an average price target of SEK 254.50.
Financial Performance and Market Context
In its most recent earnings report for the quarter ending June 30, 2025, SKF AB posted revenue of SEK 23.17 billion and a net profit of SEK 516 million. While this marks a decline from the SEK 25.61 billion revenue and SEK 1.53 billion profit recorded in the same period last year, analysts note that the dip reflects macroeconomic pressures rather than operational weakness.
SKF AB continues to invest in automation, AI-driven manufacturing, and sustainable production, positioning itself as a long-term player in the global industrial transformation. Much like the semiconductor sector, where AMD stock remains a symbol of innovation and adaptability, SKF AB is leveraging technology to optimize production and meet modern industrial demands.
Comparisons and Sector Momentum
The industrials sector is experiencing a cautious rebound, with analysts pointing to companies that combine legacy engineering excellence with smart technology integration. Alongside SKF AB, peers such as Sandvik AB and Trelleborg AB are also drawing positive outlooks from research firms, suggesting renewed confidence in Europe’s manufacturing ecosystem.
In contrast, tech-driven firms like AMD (Advanced Micro Devices) showcase how digital infrastructure investment is reshaping productivity across industries. As AMD stock continues its upward trend in 2025 due to growing AI and semiconductor demand, its success story mirrors how industrial companies like SKF AB are modernizing through automation and analytics.
Analyst Sentiment and Future Outlook
Market watchers view the Kepler Capital upgrade as a sign that SKF’s fundamentals remain strong, even in the face of slowing global output and currency volatility. Analysts expect margin recovery in 2026, supported by cost control, digitalization, and diversification across emerging markets.
While SKF’s profit margins have compressed in the short term, the company’s forward-looking investments are seen as value drivers for shareholders. The consistent “Buy” ratings from Kepler Capital, Citi, and BofA reflect a growing belief that SKF’s long-term trajectory aligns with broader industrial modernization trends.
Investor Takeaway
For investors seeking exposure to industrial innovation, SKF AB’s current valuation presents an attractive entry point. With a price target of SEK 310, the company offers upside potential backed by a strong brand, advanced engineering capabilities, and an ongoing commitment to sustainability.
At the same time, trends in AMD stock continue to illustrate how technological evolution can boost performance across traditional sectors — a principle SKF AB is embracing through its transition into data-driven manufacturing.
Conclusion
The reaffirmed Buy rating from Kepler Capital reinforces SKF AB’s position as a resilient industrial leader ready to adapt to changing global dynamics. As automation, AI, and sustainability reshape the manufacturing landscape, SKF’s long-term strategy places it in a strong position for steady growth.Stay informed with the latest investing and startup stories at StartupNews.fyi
