Analyst Opinions: Changes for Air Liquide, TotalEnergies, Engie...
Eleven stocks see their price targets move, with upgrades at Société Générale and Air France-KLM, and downward revisions at Eramet, Soitec and IMCD. In terms of gaps with the share price, Soitec, Société Générale and GTT show the widest, while Teleperformance and Air France-KLM are the only negative ones.
Above their price target: 9 stocks · SBF 120 stocks covered: 120
Stocks above their price target: Eurofins Scientific (-15.4%) · Teleperformance (-9.3%) · Icade (-8.6%) · Air France-KLM (-7.7%) · Rémy Cointreau (-7.4%) · Métropole Télévision (-3.5%) · Dassault Systèmes (-3.3%) · Sodexo (-2.0%) · Imerys (-1.0%)
Air Liquide: still rated Buy, Deutsche Bank raises its price target from 194 to 203 euros. An analyst had raised its target on November 3. The median target stands at 203 euros for 13 analysts, Gap between target and share price: +5.8%.
From 72.60 to 77.30 euros at Société Générale: Kepler Cheuvreux crosses this threshold while remaining at Buy. Over 10 days, 3 analysts had raised their targets and 2 had lowered them, the latest move dating from November 10. Median at 86.50 euros (18 analysts), Gap between target and share price: +28.2%.
At Teleperformance, Kepler Cheuvreux rates the stock “hold”, with a target of 70 euros. Over 10 days, 2 analysts had raised their targets and 3 had lowered them, the latest move dating from November 10. The median target comes to 64.50 euros, i.e. a Gap between target and share price of -9.3%.
TotalEnergies: Jefferies sets its target at 92 euros, up from 90 euros previously, with a “buy” rating. 2 analysts had raised their targets over the last 10 days, the latest move dating from November 9. Median at 89.85 euros (16 analysts), Gap between target and share price: +13.1%.
Moving from 122 to 115 euros at IMCD: Jefferies lowers its target and moves from “buy” to “hold”. An analyst had raised its own target on November 6. The median target stands at 112.50 euros (4 analysts), Gap between target and share price: +11.1%.
The move comes from JP Morgan at Soitec: target cut from 200 to 190 euros, with an “overweight” rating. Over 10 days, one analyst had raised its target and another had lowered it, the latest move dating from November 4. Median at 150 euros (16 analysts), Gap between target and share price: +39.3%.
GTT: Morgan Stanley rates the stock “market weight”, with a target of 184 euros. The median target reaches 238 euros for 11 analysts, i.e. a Gap between target and share price of +26.8%.
Exane BNP Paribas sets the target of Eramet at 37 euros, down from 55 euros previously, with a “neutral” rating. Median consensus at 48.50 euros (6 analysts), Gap between target and share price: +26.6%.
At Engie, HSBC lowers its target from 27.20 to 26.30 euros, with a “hold” rating. Over 10 days, one analyst had raised its target and another had lowered it, the latest move dating from November 9. The median target stands at 30 euros (9 analysts), Gap between target and share price: +22%.
Bernstein revises the target of Arkema to 63 euros, down from 65 euros previously, with a “market perform” rating. Median at 62 euros (7 analysts), Gap between target and share price: +6.3%.
Air France-KLM: Citi raises its target from 12.20 to 14.60 euros, with a “neutral” rating. Over 10 days, 4 analysts had raised their targets and one had lowered it, the latest move dating from November 9. The median target comes to 13.50 euros (12 analysts), i.e. a Gap between target and share price of -7.7%.
