Earnings Alerts

Nemetschek SE (NEM) Earnings: Strong FY Revenue Growth and Stable EBITDA Margin Forecast

  • Nemetschek revised its full-year revenue forecast in constant currency to an increase of 20% to 22%, up from the previous estimate of 17% to 19%.
  • The company maintains its forecast for an EBITDA margin of about 31%, with analysts estimating it at 31.2%.
  • Preliminary second-quarter results show an EBITDA of €88.5 million and an EBITDA margin of 30.5%.
  • Preliminary revenue for the second quarter is €290.0 million, surpassing the estimated €280.1 million.
  • The outlook does not consider potential adverse effects from rising geopolitical tensions or higher tariffs that could impact the global economy, corporate and consumer costs, or investment and spending behavior.
  • Analyst recommendations include 8 buy ratings, 11 hold ratings, and 4 sell ratings.

Nemetschek SE on Smartkarma

Analysts on Smartkarma, such as Baptista Research and Gregory Ramirez, are providing in-depth coverage of Nemetschek SE, a software company embracing game-changing strategies for global growth. Baptista Research highlights Nemetschek’s robust performance in FY 2024, showcasing its transition to a subscription-based model driving recurring revenue growth. The research delves into factors impacting the company’s future stock price, with an independent valuation using the Discounted Cash Flow (DCF) methodology.

Gregory Ramirez‘s insights focus on Nemetschek’s collaboration with Google Cloud to integrate AI into its software offerings, expanding market reach and enhancing sustainability in design workflows. Despite temporary EBITDA impacts, Nemetschek reported strong revenue growth in Q1 2025, affirming its trajectory as one of Europe’s fastest-growing software firms. Ramirez emphasizes the company’s transition to subscriptions, projecting a 17-19% revenue increase in 2025 and outlining its evolution towards a software platform integrating digital twins and AI technologies.


A look at Nemetschek SE Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience4
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Nemetschek SE is showing a promising long-term outlook. With strong ratings in Growth, Resilience, and Momentum, the company is positioned well for future expansion and performance. Nemetschek SE‘s focus on innovation and adaptability contributes to its high scores in these key areas, indicating a positive trajectory for the company’s development over time.

While Nemetschek SE may have room for improvement in Value and Dividend scores, its solid performance in Growth, Resilience, and Momentum suggest a steady and potentially lucrative path ahead. As a provider of software solutions for the construction and real estate industries, Nemetschek SE‘s global reach and diverse product offerings underscore its position as a significant player in the market.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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