Analyst Opinions: Changes for Societe Generale, LVMH, Airbus, and More
This Wednesday, January 28, 2026, several analysts are adjusting their positions. The revisions involve stocks in luxury goods, banking, aerospace, and defense sectors.
AHOLD DEL: Oddo BHF lowers its price target from 41 to 39 EUR, with an outperform rating. KBC: Keefe Bruyette & Woods raises its price target from 125 to 135 EUR, maintaining an outperform rating. ALPES (COMPAGNIE): Bernstein increases its target from 28.50 to 30.60 EUR with an outperform rating, while Portzamparc raises its target from 26.20 to 27.20 EUR, advising to strengthen. THALES: Morgan Stanley raises its target from 260 to 280 EUR, with a market weight rating. FORVIA: Citi raises its target from 8.50 to 10.50 EUR, maintaining a sell rating. SOCIETE GENERALE: KBW sets a target at 77 EUR with a market performance rating. Oddo BHF raises its target from 63 to 78 EUR, advising outperform. Keefe Bruyette & Woods raises its target from 68 to 77 EUR, downgrading from outperform to market perform. SAFRAN: Morgan Stanley raises its target from 324 to 330 EUR, maintaining a market weight rating. LVMH: Anchor Securities raises its target from 617 to 643 EUR, maintaining a hold rating. CIC Market Solutions sets a target at 620 EUR with a neutral rating. Deutsche Bank lowers its target from 715 to 705 EUR, maintaining a buy rating. INVENTIVA: Jefferies raises its target from 3 to 7.50 EUR, maintaining a buy rating. DASSAULT AVIATION: Morgan Stanley raises its target from 310 to 350 EUR, maintaining a market weight rating. AIRBUS: Morgan Stanley raises its target from 250 to 252 EUR, advising overweight. JP Morgan lowers its target from 255 to 240 EUR, maintaining an overweight rating. AIR LIQUIDE: Bernstein lowers its target from 192 to 189 EUR, maintaining an outperform rating. VALBIOTIS: Portzamparc raises its target from 2.10 to 2.70 EUR, advising a buy. EXEL INDUSTRIES: Portzamparc lowers its target from 45 to 36 EUR, maintaining a hold rating. IPSEN: Deutsche Bank raises its target from 135 to 155 EUR, maintaining a buy rating. TELEPERFORMANCE: UBS lowers its target from 92 to 55 EUR, maintaining a neutral rating. WORLDLINE: JP Morgan lowers its target from 2.50 to 1.30 EUR, maintaining a neutral rating. ALSTOM: JP Morgan raises its target from 33.40 to 34.30 EUR, advising overweight. SOLVAY: ING Bank lowers its target from 30 to 26 EUR, downgrading from buy to hold. ENGIE: Jefferies raises its target from 25.70 to 27 EUR, advising a buy.
