Price Targets: Changes for Schneider, Sanofi, TotalEnergies...
This Monday, May 4, analysts are adjusting their positions on eighteen stocks. Schneider Electric, TotalEnergies, and Technip Energies see multiple upgrades, while Sanofi and Randstad face downgrades.
Above Their Target:
Above their target: 27 stocks · Covered stocks: 188
Stocks above their target: Soitec (-69.3%) · NOS, SGPS (-28.1%) · EUTELSAT COMMUNIC. (-23.4%) · CENERGY (-19.2%) · REN (-9.2%) · Ubisoft (-8.1%) · SONAE (-7.9%) · Derichebourg (-7.7%) · SES (-7.6%) · Solvay (-7.5%) · Mersen (-7.2%) · Eramet (-6.8%) · Aperam (-6.6%) · BIC (-5.5%) · MELEXIS (-5.1%) · Carrefour (-4.8%) · Nexans (-4.6%) · NN GROUP (-4.4%) · Icade (-2.6%) · COFINIMMO (-2.4%) · V LANSCHOT KEMPEN (-1.9%) · UMICORE (-1.7%) · Ipsen (-1.2%) · Legrand (-0.9%) · Getlink (-0.8%) · Arkema (-0.3%) · AGEAS (-0.3%)
Largest gaps between target and current price:
Valneva — target price 5.60 euros — gap: +143.2%
Alten — target price 99.10 euros — gap: +73.1%
VusionGroup — target price 210.00 euros — gap: +71.6%
EssilorLuxottica — target price 305.00 euros — gap: +68.8%
EXOR NV — target price 109.00 euros — gap: +63.2%
Schneider Electric: triple increase — Morgan Stanley upgrades to 'overweight' and raises target from 292 to 300 euros, Bernstein from 300 to 310 euros ('outperform'), Barclays adjusts from 305 to 307 euros ('overweight'). The median target is set at 300 euros, gap: +11.5%.
TotalEnergies sees TD Cowen surpass the 91 euros mark (from 86 euros, 'buy' recommendation) while HSBC raises from 77 to 81 euros but maintains 'hold'. Consensus median at 83.04 euros — gap: +5.1%.
From 42 to 45 euros at RBC Capital ('market perform'), from 34 to 36 euros at BNP Paribas Exane ('neutral') for Technip Energies; however, Goldman Sachs downgrades from 'buy' to 'hold' and sets a target of 37 euros. The median emerges at 44 euros, gap: +12.7%.
Deutsche Bank boosts Soitec: target doubled from 70 to 150 euros, 'buy' recommendation. However, the consensus median remains at 43 euros, gap: -69.3% — the current price (141.75 euros) far exceeds the median consensus.
Sanofi: Morgan Stanley downgrades from 'overweight' to 'market weight' and reduces the target from 95 to 90 euros. Two analysts had already lowered their targets in the past 10 days, the latest movement dated April 28. Median at 97 euros, gap: +21.7%.
Rémy Cointreau sees BNP Paribas adjust its target from 36 to 38.30 euros ('neutral'). Median of targets at 40.08 euros — gap: +0.5%.
A slowdown at Randstad NV: Citi shifts from 'buy' to 'neutral' and cuts the target from 41 to 25 euros. Consensus median at 27.25 euros, gap: +7.7%.
Nexans: Nykredit Bank raises from 150 to 170 euros ('buy'). Two analysts had already raised their targets in the past 10 days, the latest movement dated April 30. The median is established at 146.50 euros, gap: -8.6% — the current price (160.30 euros) exceeds the median.
LISI: IDMidcaps raises the target from 60 to 70 euros ('buy'). Consensus median at 64.53 euros — gap: +2.1%.
At L'Oréal, Jefferies slightly lowers from 326 to 323 euros while maintaining 'underperform'. An analyst had raised his target on April 24. Median at 398.25 euros, gap: +9.3%.
JCDecaux sees Deutsche Bank raise from 18 to 21 euros ('hold'). Median of targets at 23.75 euros — gap: +24.4%.
A significant jump for GTT: Bernstein moves from 193 to 245 euros ('outperform'). The median comes out at 210 euros, gap: +1.7%.
DBV Technologies: Kempen maintains 'buy' but reduces the target from 11 to 9 euros. Consensus median at 9 euros.
Crédit Agricole: BNP Paribas Exane lowers from 18.50 to 17.50 euros ('neutral'). Median at 19.95 euros — gap: +20.3%.
At Capgemini, UBS adjusts from 110 to 112 euros ('neutral'). An analyst had lowered his target on April 24. Median at 147.50 euros, gap: +42.6%.
ADP: Morgan Stanley brings the target from 134 to 130 euros while maintaining 'overweight'. Three analysts had already lowered their targets in the past 10 days, the latest movement dated April 30. Median at 125.50 euros — gap: +19.9%.
Amundi: UBS raises from 84 to 90 euros ('buy'). An analyst had also raised his target on April 30. Consensus median at 81.38 euros, gap: -0.8% — the current price (82.05 euros) slightly exceeds the median.
Air France-KLM: Barclays reduces from 9.85 to 9.30 euros ('market weight'). Median at 10.68 euros — gap: +18.1%.