Huber+Suhner

Note: This is a daily stock update and the information stands true as of 26/08/25, 09:00 CET.

Company Update:
H+S possesses a breakthrough technology poised to redefine the very foundation of data centre infrastructure. This isn’t about selling a standardized product—it’s about reshaping how data centers are designed and built with a switch from Ethernet and electronic switches to Optical Circuit Switching, especially its Polatis product. While competition exists, Huber+Suhner’s technology clearly stands out, recently being selected by a major, unnamed hyperscaler for its data center deployment—a strong validation of its unique advantage. Technology isn't new by itself but its interest has increased recently as the datacenter frenzy is on the rise. 


Expert Opinion: 
Please contact our sales team for a detailed report. Our analyst is quite enthusiastic about the equity story and says topline could double within the next 5 years.  Stock is up 46% YTD but he is convinced the market currently underestimates the potential for market share increase. Definitely worth a read and our expert will dig into the equity story. Valuation seems attractive enough with PE25e and 26e at 23.3x and 18.5x down to 15.3x in 2027. 


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