Analyst Recommendations: L'Oréal, Stellantis, STMicro
This Sunday, January 11, 2026, analysts release their new recommendations on several CAC 40 stocks and other European securities. Price targets are adjusted both upwards and downwards according to the brokers.
L'Oréal: Bernstein lowers its target from 410 to 405 €. Market perform rating. UBS raises its target from 367 to 430 € and upgrades to buy.
Sartorius Sted Bio: RBC Capital starts coverage with a target of 240 €. Market perform rating.
Dassault Systemes: Rothschild & Co Redburn starts coverage with a target of 27 €. Neutral opinion.
Remy Cointreau: Barclays raises its target from 34 to 35 €. Underweight recommendation. Goldman Sachs raises its target from 48 to 50 €. Neutral opinion.
ADP: Barclays lowers its target from 130 to 125 €. Overweight recommendation.
Ubisoft: Morgan Stanley reduces its target from 14 to 8 €. Market weight opinion.
Thales: UBS raises its target from 360 to 380 €. Buy recommendation.
STMicroelectronics: Barclays raises its target from 20 to 21 €. Underweight opinion. Citi raises its target from 26 to 30 €. Buy recommendation.
Stellantis NV: Jefferies raises its target from 10.98 to 13.05 €. Buy recommendation. Barclays lowers its target from 12.50 to 10 €. Market weight opinion.
Sodexo: Morgan Stanley reduces its target from 46 to 45 €. Underweight opinion. JP Morgan lowers its target from 53 to 51 €. Neutral recommendation.
Safran: UBS raises its target from 315 to 330 €. Neutral recommendation.
Rexel: UBS raises its target from 26 to 35 €. Neutral opinion.
OVH: Goldman Sachs raises its target from 4.50 to 5 €. Sell recommendation.
Ipsen: Jefferies lowers its target from 123 to 117 €. Hold opinion.
EssilorLuxottica: RBC Capital lowers its target from 340 to 320 €. Outperform recommendation. Barclays lowers its target from 365 to 360 €. Overweight opinion. UBS lowers its target from 352 to 347 €. Buy recommendation. Oddo BHF lowers its target from 316 to 306 €. Outperform opinion.
Dassault Aviation: Alphavalue starts coverage with a target of 369 €. Accumulate recommendation. UBS raises its target from 310 to 330 €. Neutral opinion.
BNP Paribas Act.A: JP Morgan raises its target from 89 to 102 €. Overweight recommendation.
Amundi: Citi raises its target from 73 to 78.10 €. Buy recommendation. Jefferies raises its target from 70 to 80 €. Buy opinion. JP Morgan raises its target from 71 to 75 €. Neutral recommendation.
Airbus: UBS raises its target from 230 to 240 €. Buy recommendation.
Adyen: Morgan Stanley raises its target from 1885 to 1925 €. Overweight opinion.
