Reduced Predicted Value for BASF by Analysts
It's all eyes on the Middle East as global attention lingers on the potential geopolitical showdown between Israel and Iran. The Trump administration's hesitation over intervening is causing oil prices to dip, which unexpectedly benefits chemical giant BASF. Last Friday, financial analysts delved deeper into BASF's stock, scrutinizing the Blue Chip.
Goldman Sachs tweaked its estimates slightly, lowering the fair value from 55 to 54 euros, while maintaining its "Buy" rating. Analyst Georgina Fraser revised her estimates for the quarterly report, with her updated price target now centered squarely on forecasts for 2026.
Meanwhile, Jefferies can't seem to bring itself to greenlight a buy recommendation for BASF's shares. The rating stands firm at "Hold," with a price target of 47 euros, significantly above the current market price. Analyst Chris Counihan made slight adjustments to his estimates for the second quarter report as well. The strengthening agricultural chemicals sector momentarily props up BASF, but it's uncertain if it can offset the weakness in the upstream business for the year as a whole.
BASF is due to unveil its half-year financial report on July 30, 2025. It is speculated that the company will provide preliminary figures for the second quarter, which ended just over ten days prior.
- BASF: (WKN: BASF11) Despite a lack of recent momentum, BASF's DAX-listed shares remain a promising long-term play for investors. With an optimistic outlook for the German chemical titan, the current price level presents an opportune entry point. Set a stop at 31 euros to safeguard your position if market trends take a downturn.
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Contained data from dpa-AFX
Disclosure statement:
Majority shareholder and CEO of the publisher Boersenmedien AG, Mr. Bernd Foertsch, has directly and indirectly invested in, or otherwise benefits from, financial instruments or related derivatives involving BASF.
The author holds direct investments in financial instruments or related derivatives involving BASF.
As BASF prepares to disclose its Q2 2025 results on July 29, it has been progressing with key projects, such as the expansion of its hexamethylenediamine (HMD) production capacity and the commissioning of a major battery recycling plant in Germany. In addition, BASF is looking to acquire DOMO Chemicals’ share in the Alsachimie joint venture, which could bolster its position in specialty chemicals[1].
In light of the forthcoming financial report, analysts remain cautiously optimistic about BASF's prospects for long-term value creation, as the company continues to focus on local production, sustainability, and innovation in the face of ongoing market uncertainty[1].
- Investing in BASF presents an opportune entry point for long-term investors, as its shares remain promising despite a lack of recent momentum.
- As the geopolitical tensions in the Middle East influence oil prices, the financial report of BASF could further impact its long-term value creation in the fields of business, finance, and investing.
