Analyst Opinions: Changes for LVMH, Hermès, Stellantis...
This Monday, March 30, 2026, several analysts are adjusting their recommendations on European listed stocks. Price targets are changing for luxury, automotive, real estate, and technology groups.
LVMH: UBS lowers its target from €706 to €640. Recommendation to buy. HSBC reduces its target from €705 to €650. Recommendation to buy. Hermès: UBS lowers its target from €2310 to €1820. Neutral opinion. HSBC reduces its target from €2350 to €2300. Recommendation to buy. Kering: UBS sets a reduced target of €300 from €345. Neutral opinion. Stellantis: Morgan Stanley lowers its target from €7 to €6.50. Market-weight opinion. Renault: Morgan Stanley reduces its target from €33 to €29. Recommendation to underweight. Schneider Electric: Morgan Stanley lowers its target from €300 to €292. Recommendation to overweight. Saint-Gobain: Jefferies reduces its target from €137 to €126. Recommendation to buy. Sanofi: LP lowers its target from €98 to €94. Outperform opinion. Sodexo: BNP Paribas Exane reduces its target from €39 to €38.50. Underperform opinion. Jefferies raises its recommendation from hold to buy and its target from €41 to €55. Nokia: Goldman Sachs raises its recommendation from sell to neutral and its target from €3.50 to €8. Unibail-Rodamco-Westfield: Goldman Sachs lowers its target from €135 to €129. Recommendation to buy. Klépierre: Goldman Sachs raises its recommendation from neutral to buy and its target from €37.80 to €41.80. Gecina: Goldman Sachs reduces its target from €101.50 to €97.50. Recommendation to buy. Covivio: Goldman Sachs lowers its target from €61.50 to €55.50. Neutral opinion. Icade: Goldman Sachs reduces its target from €17.10 to €16.30. Recommendation to sell. Montea: Barclays raises its recommendation from market-weight to overweight and its target from €77 to €80. Accor: Barclays lowers its target from €55 to €53. Recommendation to overweight. FDJ United: Morgan Stanley raises its target from €29 to €29.50. Market-weight opinion. Sartorius Stedim Biotech: Goldman Sachs raises its recommendation from neutral to buy and lowers its target from €235 to €214. ID Logistics: IDMidcaps raises its recommendation from accumulate to buy and its target from €470 to €482.
