Breakingviews - ‘Merz spurt’ will see Europe CEOs rethink US pivot
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 07 2025
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Source: Reuters
European Corporate Outlook: European CEOs are shifting their focus towards the U.S. market due to a valuation gap and improved growth prospects in Europe, particularly with Germany's new fiscal plans under Friedrich Merz.
Investment Trends: There has been an increase in U.S. investments in European equities, as American investors seek value amid concerns over U.S. economic policies, while European stock indices have shown significant gains compared to the S&P 500.
Analyst Views on JCI
Wall Street analysts forecast JCI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JCI is 128.78 USD with a low forecast of 119.00 USD and a high forecast of 142.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 114.510
Low
119.00
Averages
128.78
High
142.00
Current: 114.510
Low
119.00
Averages
128.78
High
142.00
About JCI
Johnson Controls International plc specializes in smart buildings. The Company's segments include Americas, EMEA and APAC. The Company is engaged in engineering, manufacturing, commissioning and retrofitting building products and systems, including commercial heating, ventilating, air-conditioning (HVAC) equipment, industrial refrigeration systems, controls, security systems, fire-detection systems and fire-suppression solutions. The Company also serves customers by providing technical services, including maintenance, management, repair, retrofit and replacement of equipment (in the HVAC, industrial refrigeration, controls, security and fire-protection space) and energy-management consulting. The Company serves various industries, including healthcare, schools, data centers, airports, stadiums and manufacturing. The Company's OpenBlue digital software platform enables enterprises to better manage their physical spaces by combining its building products and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
