Price Targets: Developments on Veolia, Thales, Stellantis...
Several target revisions mark the session. Analysts adjust their valuations on industrial, technological, and utility services stocks.
Above Their Target:
Above their target: 3 values
Values above their target: NN GROUP (-5.4%) · AGEAS (-1.6%) · IPSEN (-0.4%)
Largest gaps between target / price:
CSG — target 34.00 euros — gap target / price: +113.2%
ESSILORLUXOTTICA — target 300.00 euros — gap target / price: +76.0%
WOLTERS KLUWER — target 100.00 euros — gap target / price: +75.1%
PROSUS — target 67.00 euros — gap target / price: +67.4%
EXOR NV — target 109.00 euros — gap target / price: +64.8%
Veolia Environnement: HSBC initiates coverage with a buy rating and sets the target at 40 euros. Median of targets at 38.50 euros — gap targets / price: +11.7%. However, an analyst had lowered their target on May 7.
From 2.15 to 2.10 euros at Valneva: Goldman Sachs slightly lowers the target and starts at "sell". 2 analysts had already reduced their targets in the last 10 days, with the latest on May 13.
Vallourec benefits from a double upgrade: Oddo BHF raises the target from 30 to 31 euros ("outperform"), Goldman Sachs from 27.50 to 28.80 euros ("buy"). 2 analysts had already raised their targets, with the last movement dated May 13.
Bernstein revises Thales downwards: target reduced from 285 to 260 euros while maintaining "outperform". The median consensus comes out at 293 euros, a gap targets / price of +31%.
Stellantis NV: HSBC lowers the target from 6.50 to 5.50 euros and confirms "hold". An analyst had, however, raised their target on May 5.
Double upward impulse on SES: Morgan Stanley raises the target from 6.50 to 7 euros ("market weight"), BNP Paribas Exane from 7.10 to 8.50 euros ("outperform").
MedinCell shows mixed reviews: Oddo BHF raises the target from 50 to 52 euros ("outperform"), while Evercore ISI cuts it from 43 to 36 euros ("outperform" maintained). An analyst had raised their target on May 13.
Portzamparc significantly raises Infotel: target increased from 48.50 to 51 euros, recommendation "strong buy".
Eutelsat Communications: Morgan Stanley raises the target from 2.40 to 2.70 euros and maintains "market weight".
JP Morgan raises Eiffage from 158 to 162 euros while confirming "overweight".
Dassault Aviation progresses at Bernstein: target raised from 330 to 340 euros, "market performance" maintained. Median of targets at 350 euros — gap targets / price: +23.7%.
BNP Paribas Exane slightly lowers Bonduelle from 8.40 to 8.10 euros, "neutral" confirmed.
Rothschild & Co Redburn pushes argenx SE from 950 to 973 euros and reiterates "buy". 2 analysts had already raised their targets in the last 10 days, with the latest on May 11.
Alstom: Deutsche Bank brings the target from 23 to 20 euros while keeping "hold".