UBS Maintains Buy on Knorr-Bremse AG (KNRRY) Feb 23 2026
UBS on Feb 23, 2026 maintained its Buy on Knorr-Bremse AG (KNRRY) and raised the price target to EUR 123 from EUR 99. The move updates the KNRRY analyst rating and signals UBS’s continued confidence in the company’s recovery path. This note arrives after Knorr-Bremse’s Q4 2025 call and follows a modest intraday stock move of -1.27%. Meyka AI rates KNRRY with a grade of B. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus.
UBS action on Feb 23, 2026 — price target raised and Buy maintained
UBS maintained its Buy rating and increased the price target to EUR 123 from EUR 99 on Feb 23, 2026. This is a clear upgrade to UBS’s valuation assumptions while the Buy stance stays the same.
The published note was reported by TheFly and showed the update time as 01:39 PM. For the UBS release see TheFly coverage.
What the KNRRY analyst rating means for investors
A maintained Buy with a higher target means UBS expects stronger returns from current levels rather than a change in the medium-term outlook. Investors should view the update as confirmation of UBS’s recovery thesis for Knorr-Bremse.
The change in the KNRRY analyst rating primarily affects price expectations and may influence flows into or out of the stock among institutional investors who track UBS targets.
Price target impact and short-term stock reaction
UBS’s lift to EUR 123 increases implied upside versus its prior target of EUR 99. That expanded gap can support buy-side interest if market conditions align with UBS’s assumptions.
On the update day the stock moved -1.27% (-0.42). The negative reaction suggests the market had already priced some improvement or investors focused on other near-term risks.
Historical analyst coverage and context for KNRRY analyst rating
UBS’s maintained Buy continues an analyst relationship that emphasizes operational recovery and aftermarket demand for rail and commercial vehicles. That continuity matters for investors tracking momentum in coverage.
Recent company news includes the Q4 2025 earnings call transcript, which set expectations for midterm targets later this year and provides context for UBS’s valuation change. Read the earnings transcript on Seeking Alpha source.
Valuation, market cap and what to watch next
Knorr-Bremse’s market cap is $21,203,722,848. The new UBS target implies a higher valuation cushion but investors must weigh macro risks, rail demand cycles, and margin recovery timing.
Near-term catalysts include the company’s Q2 update in July and any revisions to midterm targets. Watch revenue guidance, margin commentary, and order momentum to judge whether the UBS price target is achievable.
Meyka AI view and grade on KNRRY analyst rating
Meyka AI’s real-time analysis flags this UBS move as a positive signal but not a guarantee. Meyka AI rates KNRRY with a grade of B based on multi-factor scoring. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus.
Meyka AI’s platform combines analyst tracking and AI forecasts to help investors weigh rating changes against fundamentals and market trends. Visit the Meyka stock page for live updates.
Final Thoughts
UBS’s Feb 23, 2026 update kept Knorr-Bremse AG (KNRRY) at Buy while raising the price target to EUR 123 from EUR 99. The action strengthens UBS’s valuation case without changing its core recommendation. For investors the key implications are clear: the UBS move increases expected upside but does not remove macro and sector risks. Use the KNRRY analyst rating as one input among fundamentals, upcoming Q2 guidance, and wider market signals. Our Meyka AI grade of B reflects a balanced view that combines analyst consensus, relative performance versus the S&P 500, recent earnings commentary, and valuation metrics. Short-term traders may react to target changes, while longer-term investors should watch order books, margin recovery, and the company’s midterm target update due with Q2 results.
FAQs
What did UBS change in the Feb 23, 2026 Knorr-Bremse note?
UBS maintained its Buy rating and raised the price target to EUR 123 from EUR 99. This update is reflected in the current KNRRY analyst rating and signals UBS expects better valuation outcomes, though the recommendation stayed the same.
How should investors use the KNRRY analyst rating now?
Treat the KNRRY analyst rating as one data point. Combine UBS’s Buy and higher target with company fundamentals, upcoming Q2 guidance, and market conditions before adjusting positions or sizing exposure.
Does the UBS price target change mean a KNRRY upgrade or downgrade?
UBS’s action on Feb 23, 2026 was maintenance of a Buy rating with a higher target. That is a price target raise, not a formal upgrade or downgrade to the analyst recommendation in the KNRRY analyst rating.
Where can I find the UBS note and recent company updates?
UBS’s target change was reported by TheFly and can be read via TheFly’s coverage. Knorr-Bremse’s Q4 2025 call transcript is available on Seeking Alpha. Both items inform the current KNRRY analyst rating.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.