AEBI Stock Forecast & Price Target

Aebi Schmidt Holding AG has demonstrated a robust upward trajectory in its Final Mile orders, reporting a notable increase of 65%, which positions the company for a projected uptick in deliveries for the fourth quarter. Furthermore, a year-over-year pro-forma sales growth of 9% aligns with expectations for continued growth and margin expansion, driven by realized synergies and strong order intake, particularly in North America. The company's disciplined approach has yielded an improvement in adjusted EBITDA to $42.2 million, reflecting a margin increase to 9.0%, supported by significant gains in both legacy Shyft and Aebi operations.

Aebi Schmidt Holding AG's recent financial performance has been undermined by the complexities associated with its merger, leading to results that failed to meet market expectations despite a promising outlook for the second half of 2025. The company faces significant risks related to its brand reputation, particularly concerning safety incidents involving its vehicles, which could negatively impact sales and earnings projections. Additionally, competitive pressures, integration challenges, and supply chain vulnerabilities pose substantial threats to the company’s growth trajectory, creating a cautious environment for investors.