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Alfen NV (ABHBY) posts strong H1 2026 growth driven by Energy Storage and Smart Grid, yet faces margin pressure and a cautious outlook for the second half.
The agreement with Alfen marks CATL's first planned sodium battery storage deployment in the European market.
Alfen’s fair value estimate has been revised from €9.88 to €11.22, a shift that signals a higher central assessment of what the stock could be worth under the latest assumptions. Analysts link this change to updated views on growth in Smart Grids and Energy Storage, as well as the balance between execution risk and the current valuation debate. As you read on, you will see how to interpret these moving targets and follow the evolving Alfen narrative with a clear focus on risk and reward. Stay...
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