Price Targets: Adjustments for EssilorLuxottica, Hermès, Vinci, and Others

Above Their Target

Above their target: 24 stocks · Covered stocks: 186

Stocks above their target: Soitec (-39.4%) · NOS, SGPS (-26.8%) · CENERGY (-15.5%) · SONAE (-11.3%) · Vallourec (-10.7%) · REN (-10.1%) · KPN KON (-9.4%) · Carrefour (-9.0%) · Solvay (-7.9%) · Ipsen (-7.9%) · EUTELSAT COMMUNIC. (-6.5%) · Emeis (-5.8%) · Getlink (-5.7%) · Derichebourg (-5.3%) · COFINIMMO (-3.6%) · BE SEMICONDUCTOR (-3.3%) · BIC (-2.5%) · NN GROUP (-1.8%) · Aperam (-1.6%) · GTT (-1.6%) · Icade (-1.4%) · AGEAS (-1.3%) · TotalEnergies (-1.0%) · BAM GROEP KON (-0.9%)

Largest gaps between target and current price:
Valneva — target 5.60 euros — gap: +112.1%
Alten — target 99.60 euros — gap: +86.2%
VusionGroup — target 210.00 euros — gap: +86.0%
Sopra Steria — target 206.00 euros — gap: +67.3%
Teleperformance — target 85.00 euros — gap: +64.8%

EssilorLuxottica: four brokers reduce their targets — UBS from 315 to 312 euros, Morgan Stanley from 365 to 315 euros, Jefferies from 325 to 300 euros, Alphavalue from 285 to 280 euros — while maintaining their respective buy or overweight recommendations. An analyst had already lowered their target on April 14. Consensus median at 320.75 euros, gap between targets and current price: +61.6%.

ASM International sees three brokers raise their targets: HSBC jumps from 891 to 1,015 euros, Citi from 840 to 1,000 euros, Jefferies from 600 to 670 euros, all confirming their buy or equivalent recommendation. Goldman Sachs, however, reduces theirs from 895 to 835 euros. The gap between targets and current price is set at +11.2% (median at 825 euros).

From 50 to 42 euros: Sodexo faces a cut by Barclays. 6 analysts had already lowered their targets in the last 10 days, the latest movement on April 15. Median of targets at 46.13 euros, gap between targets and current price: +19.3%.

Hermès: Citi lowers its target from 1,910 to 1,821 euros, unchanged neutral recommendation. 5 analysts had reduced their targets on April 20. The gap between the consensus median (2,287.50 euros) and current price reaches +30.2%.

It's Deutsche Bank that downgrades FDJ United: from 'buy' to 'hold', target reduced from 30.50 to 27.50 euros. An analyst had lowered their target on April 22. Median at 27.63 euros — gap between targets and current price: +7.2%.

Alstom: Barclays reduces the target from 11.50 to 10 euros. 7 analysts had already lowered their targets in the last 10 days, the latest movement on April 20. The gap between targets and current price comes out to +11% (median at 25.38 euros).

Vinci: Alphavalue maintains its buy recommendation but adjusts the target from 196 to 188 euros. An analyst had raised their target on April 22. Consensus median at 142 euros, gap between targets and current price: +5.2%.

Barclays raises Carrefour from 17.20 to 18 euros, overweight confirmed. An analyst had already raised their target on April 22. The median of targets (15.55 euros) shows a gap between targets and current price of -5.6%.

Bureau Veritas: mixed opinions — Citi lowers from 32.60 to 26.95 euros (hold), Alphavalue raises from 31.20 to 32.20 euros (accumulate). Median at 33.50 euros, gap between targets and current price: +22.3%.

UBS raises the target of KBC from 116 to 120 euros, unchanged neutral recommendation. Consensus median at 124.25 euros — gap between targets and current price: +7.5%.

Robertet: Jefferies adjusts the target from 980 to 950 euros while maintaining its buy recommendation. The gap between targets and current price is set at +5.7% (median at 895.50 euros).

ID Logistics: Bernstein reduces its target from 495 to 470 euros, maintained outperformance. Median of targets at 488.50 euros, gap between targets and current price: +43.1%.