Analyst Opinions: Developments for Thales, Safran, Airbus...
UBS revises its positions on several major stocks while target upgrades are noted for Thales, STMicroelectronics, and ArcelorMittal. Reductions are focused on Worldline, Vivendi, and Saint-Gobain.
Above Their Target:
Above their target: 26 values · Covered values: 186
Values above their target: NOS, SGPS (-28.8%) · Soitec (-28.0%) · CENERGY (-16.6%) · SONAE (-13.5%) · REN (-13.2%) · KPN KON (-10.7%) · Vallourec (-8.3%) · Ipsen (-8.0%) · Emeis (-7.7%) · Carrefour (-7.7%) · Getlink (-7.2%) · Derichebourg (-6.3%) · Solvay (-5.7%) · COFINIMMO (-4.0%) · EUTELSAT COMMUNIC. (-3.0%) · BE SEMICONDUCTOR (-3.0%) · Icade (-2.3%) · AHOLD DEL (-2.3%) · BIC (-2.2%) · GTT (-1.6%) · BAM GROEP KON (-1.3%) · EDP (-1.2%) · NN GROUP (-0.6%) · AGEAS (-0.6%) · Coca-ColaEuropacif (-0.3%) · SBM OFFSHORE (-0.1%)
Largest target/price discrepancies:
Valneva — target 5.60 euros — target/price discrepancy: +111.6%
VusionGroup — target 210.00 euros — target/price discrepancy: +90.9%
Alten — target 99.60 euros — target/price discrepancy: +85.8%
Eurazeo — target 73.50 euros — target/price discrepancy: +70.5%
Teleperformance — target 85.00 euros — target/price discrepancy: +69.3%
Worldline: UBS downgrades its recommendation to 'sell' and drastically reduces its target from 0.31 to 0.22 euro. Two analysts had already lowered their targets in the last ten days, the latest movement dating from April 9. The median of the targets is set at 0.39 euro — target/price discrepancy: +56%.
From 3.00 to 2.70 euros at Vivendi SE: JP Morgan maintains 'overweight' but revises its target downward. The consensus median is 2.63 euros, target/price discrepancy: +28.3%.
Theon Internat gains ground: UBS initiates coverage with a 'buy' and sets the target at 45 euros, up from 40 euros previously. The median of the targets is 41.50 euros.
It's a double upgrade for Thales: Deutsche Bank raises the target from 280 to 283 euros ('hold') while UBS lifts it from 380 to 390 euros ('buy'). An analyst had already raised their target on April 7. The median comes out at 288.75 euros — target/price discrepancy: +8%.