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ABB (SWX:ABBN) has drawn fresh attention after reporting its highest quarterly revenue in 2025, outlining upbeat 2026 guidance, and pairing a record order backlog with a new US$2b share repurchase program.
See our latest analysis for ABB.
Those record 2025 results, upbeat 2026 guidance and the fresh US$2b buyback announcement appear to sit behind a strong run in ABB’s shares, with a 30 day share price return of 12.56% and a 1 year total shareholder return of 36.06%. This suggests that momentum has been building rather than fading.
If ABB’s recent move has you looking for other industrial names, it could be a good moment to widen your search across aerospace and defense stocks.
With ABB shares up strongly over 1 and 5 years and trading above the average analyst target, plus a new US$2b buyback in place, investors now face a harder question: is there still a buying opportunity here, or is the market already pricing in future growth?
ABB’s most followed narrative lines up a fair value of CHF56.44 against a last close of CHF66.66, putting the current buyback and strong run into sharper context.
The analysts have a consensus price target of CHF51.106 for ABB 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 CHF65.13, and the most bearish reporting a price target of just CHF36.98.
Want to see what sits behind that fair value gap? The narrative leans on steady revenue expansion, firmer margins and a higher earnings base a few years out. Curious how those moving parts add up to today’s implied price path and required return? The full breakdown makes the trade off between growth, profitability and valuation very clear.
Result: Fair Value of CHF56.44 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, there are still clear risks, including weaker demand in key end markets and tougher competition in robotics, which could pressure margins and earnings expectations.
Find out about the key risks to this ABB narrative.
If you are not fully on board with this view or prefer to weigh the numbers yourself, you can build a custom ABB story in minutes with Do it your way.
A great starting point for your ABB research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
If ABB has sharpened your interest, do not stop here, your next strong idea might be waiting in another sector or theme just one screener away.
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.
Companies discussed in this article include ABBN.SW.
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