Analyst Views: Developments for Airbus, Danone, Renault...

Above their target: 5 values · SBF 120 covered values: 120

Values above their target: Teleperformance (-16.6%) · Eurofins Scientific (-14.5%) · bioMérieux (-11.9%) · Euronext (-3.0%) · Rémy Cointreau (-2.5%)

Sodexo: Berenberg remains at "hold" and raises its target from 50 to 60 euros; Barclays, at "overweight", raises it from 56 to 60 euros. Ten analysts had raised their targets in the past 10 days, latest move on October 28th. Median at 60 euros, Gap between targets and price: +2.5%.

From 50 to 52 euros at Aalberts: the move comes from Berenberg, still at buy. Three analysts had raised their targets, the last on October 22nd. The median stands at 48 euros, Gap between targets and price: +14.3%.

Two targets, two directions at BNP Paribas: Intesa Sanpaolo, at buy, reduces its target from 136 to 129 euros, while Jefferies, also at buy, raises it from 135 to 139 euros. Median at 118.50 euros, Gap between targets and price: +36.2%.

Bolloré slips from 4.10 to 3.90 euros at two brokers, Kepler Cheuvreux and BNP Paribas Wealth Management, both at "hold". Median of targets at 4.15 euros, Gap between targets and price: +11.9%.

At Genfit, Kepler Cheuvreux, at buy, raises its target from 15 to 22 euros. Median at 22 euros for 3 analysts, Gap between targets and price: +94%.

It is BNP Paribas Wealth Management that reduces Galp Energia from 25 to 21 euros, with a rating that changes from "buy" to "hold". One analyst had lowered its target on October 26th. Median at 24 euros, Gap between targets and price: +15.6%.

Two downward adjustments on Saint-Gobain: from 112 to 110 euros at BofA Securities (still at buy), from 104 to 101 euros at Morgan Stanley, at "overweight". Four analysts had already lowered their targets in the past 10 days, latest move on October 28th. Median at 95 euros, Gap between targets and price: +41.7%.

From 70 to 75 euros at Alten: BofA Securities raises its target while remaining at "sell". The median of targets stands at 110 euros, Gap between targets and price: +29%.

Heineken: BofA Securities adjusts its target from 95 to 93 euros, while Barclays raises it from 95 to 98 euros. Median at 93 euros, Gap between targets and price: +17.5%.

Three movements at ASM International: BofA Securities, at buy, lowers its target from 1,457 to 1,298 euros; UBS, also at buy, raises it from 1,325 to 1,380 euros; Barclays raises it from 1,300 to 1,350 euros. Median at 1,249 euros, Gap between targets and price: +60%.

Downgrades follow on Adyen: from 1,761 to 1,600 euros at BofA Securities, from 1,450 to 1,300 euros at UBS (both at buy), from 1,400 to 1,200 euros at Evercore ISI, rating "outperform". One analyst had raised and another lowered its target in the past 10 days, latest move on October 23rd. Median at 1,200 euros, Gap between targets and price: +44.4%.

Five brokers comment on Rémy Cointreau: Jefferies, at buy, moves from 52 to 60 euros; Invest Securities, at buy, shows 58 euros; Deutsche Bank, at "sell", 42 euros versus 40; BNP Paribas Exane, "neutral", 48.50 euros versus 43; Bernstein, "market perform", 54 euros versus 53. Median at 48.50 euros, Gap between targets and price: -2.5%.

At Airbus, Jefferies, at "hold", raises its target from 200 to 210 euros; JP Morgan, at "overweight", from 245 to 250 euros; CIC Market Solutions, still at buy, reduces it from 240 to 235 euros. Median at 228 euros, Gap between targets and price: +15.7%.

Deezer: Euroland Corporate is at "buy" with a target of 3 euros, Deutsche Bank at "hold" with a target raised from 1.30 to 1.43 euros. Median at 1.42 euros, Gap between targets and price: +8.8%.

Still at buy, Euroland Corporate raises Memscap from 7.10 to 7.40 euros. Median at 7.40 euros, Gap between targets and price: +47.7%.

Infotel remains at 49 euros at Euroland Corporate, unchanged "buy" rating. Median at 50 euros, Gap between targets and price: +19.3%.

At TotalEnergies, CIC Market Solutions maintains its "buy" and its target of 106.70 euros. Two analysts had raised their targets in the past 10 days, the latest on October 28th. Median at 88 euros, Gap between targets and price: +3.9%.

Same target of 210 euros for Air Liquide at CIC Market Solutions, still at buy. Two analysts had raised their targets, the latest on October 20th. Median at 196.50 euros, Gap between targets and price: +9.5%.

Société Générale: CIC Market Solutions remains at "hold", target unchanged at 77 euros. Median at 86.50 euros, Gap between targets and price: +39.7%.

At 40 euros, the target of CIC Market Solutions on Renault does not change, "buy" rating maintained. Median at 31.85 euros, Gap between targets and price: +12.9%.

UBS, still at "hold", raises Arcadis from 39.50 to 41.50 euros. Median at 42 euros, Gap between targets and price: -7.4%.

From 4.50 to 4.70 euros at KPN: the move comes from Barclays. One analyst had lowered its target on October 20th. Median at 5.10 euros, Gap between targets and price: +20.7%.

On PostNL, Barclays reduces its target from 0.85 to 0.75 euros. Median at 0.80 euros, Gap between targets and price: +0.6%.

Aubay: Invest Securities, still at buy, raises its target from 66.30 to 68.40 euros. Median at 68.40 euros, Gap between targets and price: +31.5%.

Six brokers on Dassault Systèmes: Invest Securities ("buy") reduces its target from 32 to 30 euros; Deutsche Bank, at "hold", raises it from 21 to 24 euros; Bernstein ("outperform") raises it from 29 to 31 euros; Oddo BHF ("neutral") from 23.50 to 24.50 euros; Morgan Stanley ("market weight") from 22.25 to 24.50 euros; JP Morgan ("neutral") from 22 to 23 euros. Median at 24.50 euros, Gap between targets and price: +0.2%.

Greensome Finance, still at buy, reduces Sogeclair from 37.90 to 36 euros. Median at 36 euros, Gap between targets and price: +29.5%.

Same broker, same direction at MGI Digital Graphique: Greensome Finance, at buy, moves from 20.30 to 16.70 euros. Median at 16.25 euros, Gap between targets and price: +87.9%.

TP Icap Midcap, rating "buy", raises Vetoquinol from 86 to 88 euros. Median at 89 euros, Gap between targets and price: +2.5%.

At Lectra, TP Icap Midcap is at "hold", target 23 euros. One analyst had raised its target on October 19th. Median at 25.25 euros, Gap between targets and price: +27.7%.

Theraclion shows a target of 1.70 euros at TP Icap Midcap, which initiates coverage of the value. Median at 1.70 euros, Gap between targets and price: +143.9%.

From 5.50 to 4.50 euros at Stellantis: Oddo BHF, at "neutral", reduces its target. Two analysts had lowered their targets in the past 10 days, latest move on October 26th. Median at 4.50 euros, Gap between targets and price: +8.2%.

Morgan Stanley, at "overweight", raises Danone from 80 to 82 euros. Median at 83 euros, Gap between targets and price: +28.2%.

Portzamparc, at "buy", lowers Rising Stone from 73 to 69 euros. Median at 69 euros, Gap between targets and price: +58.1%.

Same broker, same rating at NSE: Portzamparc, at "buy", reduces its target from 67 to 61 euros.

Finally, Mersen moves from 44 to 51 euros at Portzamparc, rating "buy". Median at 50 euros, Gap between targets and price: +17.8%.