Rational rises after UBS upgrades stock on expectations of higher 2026 growth

Rational AG

18/12/2025 10:37

** Shares in Rational RAAG.DE rise 4.6% after UBS raises the German kitchen appliances maker to "buy" from "neutral", expecting replacement demand in Europe and key accounts' unit growth in the U.S. to boost sales in 2026

** Given a decline in share price YTD and organic sales growth of over 8% in the past two quarters, the broker notes the risk-reward on the stock has improved now that the hit from U.S. tariffs is "well understood"

** Shares in Rational have lost 20% of their value so far this year

** UBS expects Rational's sales to grow organically in a high-single-digit percentage rate next year, up from the company's target for a mid-single-digit percent rise in 2025

** It raises revenue estimates by around 3% per year over 2025-2029, driven by stronger performance expectations in Germany, Europe and North America

** Among 18 analysts covering Rational, eight rate the stock "strong buy" or "buy",​ six "hold" and four​ "strong sell" or "sell" - LSEG data

(Reporting by Danny Callaghan)

((danny.callaghan@thomsonreuters.com))