Experts Advise Buying Five Austrian Stocks, One With 170% Upside Potential

Analysts are bullish on several Austrian stocks, with some predicting significant gains. Barclays has reaffirmed its "Overweight" rating for Erste Group, maintaining a price target of 123 euros. This suggests a potential seven percent upside from its current price of 115 euros. Barclays analysts believe Erste Group is undervalued, especially given its leading industry returns and strong earnings momentum in Central and Eastern Europe. They anticipate earnings per share of 10.54 euros for 2026, rising to 13.74 euros by 2028, with dividend estimates also showing growth.

Wiener Privatbank analysts have also confirmed a "Buy" recommendation for Wienerberger, setting a "fair value" price target of 32.5 euros. This represents a potential 38.7 percent increase from the current stock price of 23.44 euros. Despite a slightly weaker first quarter with a disappointing EBITDA margin, analysts expect the company to achieve one of its top three best results in its history. They foresee significant structural growth potential even in stable end markets.

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the Barclays experts would welcome it if Erste were to sketch out a framework for a possible increase in its stake in Poland beyond 49 percent, without losing sight of capital discipline.

Overall, the Austrian stock market shows promising opportunities, with analysts highlighting strong performance indicators and growth prospects for key companies. The Erste Group's potential for capital allocation and Wienerberger's resilience in a challenging environment are key factors driving these positive outlooks.

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the company is heading for one of the two to three best results in its history despite the challenging environment and has significant structural growth potential even with stable end markets.