Price Targets: Developments for SPIE, Hermès, Airbus, and More
Contrasting revisions particularly affect Hermès, Airbus, and several other industrial and financial stocks.
Above Their Target:
Above their target: 17 stocks · Covered stocks: 143
Stocks above their target: Soitec (-60.5%) · Emeis (-12.7%) · Derichebourg (-9.1%) · Nexans (-5.9%) · BIC (-5.8%) · Solvay (-5.0%) · NN GROUP (-3.8%) · M6 Metropole Television (-3.4%) · Eramet (-3.3%) · Carrefour (-3.0%) · KPN KON (-2.7%) · Ubisoft (-2.5%) · Icade (-1.6%) · AGEAS (-1.4%) · Ipsen (-0.4%) · Getlink (-0.4%) · Arkema (-0.2%)
Largest gaps between target and current price:
Valneva — target 5.60 euros — gap: +134.1%
Alten — target 99.60 euros — gap: +70.7%
EssilorLuxottica — target 305.00 euros — gap: +67.9%
PROSUS — target 67.00 euros — gap: +64.4%
EXOR NV — target 109.00 euros — gap: +63.9%
SPIE: JP Morgan sets a target at 56 euros, up from 48 euros previously. The median consensus is at 55.25 euros — gap: +12.8%. An analyst had raised their target on April 28.
Nexans sees a target increase from 132 to 140 euros by JP Morgan, with a 'neutral' recommendation. However, the median target (140 euros) is still below the current price, with a gap of -5.9%.
Hermès: CICC adopts a 'neutral' stance and lowers the target from 2,100 to 1,900 euros. Six analysts had lowered their targets in the last 10 days, the latest movement being on April 23. The median consensus stands at 2,232.50 euros — gap: +39.1%.
From 22 to 20 euros for FDJ United: JP Morgan opts for an 'underweight' recommendation and lowers the target. Four analysts had reduced their targets in the last 10 days, the latest on April 28. Median target: 26 euros.
Clariane sees AlphaValue move from 'sell' to 'reduce' and significantly adjust the target from 3.12 to 4.36 euros. The median target comes out at 4.64 euros, gap: +12.4%.
New Street Research initiates a 'buy' on Bouygues, raising the target from 56 to 61 euros. Consensus median at 53.25 euros — gap: +7.2%.
ADP: Jefferies maintains 'hold' but revises the target down from 126 to 121 euros. An analyst had lowered their target on April 20. The median (126 euros) calculates the gap at +21%.
For Alten, AlphaValue/Baader Europe keeps 'buy' and slightly adjusts the target from 83.60 to 82.90 euros. The median of the targets is established at 104.80 euros, a gap of +79.6%.
Airbus receives a 'outperform' confirmation by RBC Capital, however, the target is reduced from 225 to 200 euros. Consensus median: 220.25 euros, gap: +29.1%.
Air Liquide reaches a new level: Citi initiates a 'buy' and raises the target from 207 to 210 euros. The median is displayed at 202 euros — gap: +11.5%.