Analyst Views: Developments for Schneider Electric, Thales, Hermès International...

Above their target: 8 values · SBF 120 covered values: 120

Values above their target: Teleperformance (-15.0%) · Rémy Cointreau (-14.8%) · Eurofins Scientific (-14.0%) · bioMérieux (-10.6%) · Sodexo (-3.7%) · Worldline (-3.6%) · Dassault Systèmes (-3.2%) · Euronext (-1.1%)

Schneider Electric: UBS remains at buy and raises its target from 335 to 350 euros. One analyst had raised its target on October 21, 5 had lowered it over ten days. Consensus median at 326 euros, Target/Price gap: +34.9%.

From 105 to 115 euros at Publicis Groupe: the move comes from Citi. 8 analysts had raised their targets over the last 10 days, the last on October 21. The median stands at 117 euros, Target/Price gap: +17.4%.

JCDecaux crosses a milestone: Citi raises its target from 19.90 to 27 euros. 3 analysts had already raised their targets over the last 10 days (last move on October 21). Median at 27.75 euros, Target/Price gap: +11.1%.

Three brokers move on EssilorLuxottica. Deutsche Bank moves from "hold" to "buy" and raises its target from 157 to 197 euros; Barclays, to "overweight", increases from 260 to 265 euros; from 250 to 225 euros is Jefferies' move. 1 analyst had raised its target and 5 had lowered it over ten days. Median at 217.5 euros, Target/Price gap: +25.8%.

At Carrefour, five brokers revise their targets downward. UBS moves from "buy" to "hold" and reduces its target from 19 to 15 euros. Alphavalue and AlphaValue/Baader Europe, both at "underweight", lower from 17.10 to 16.10 euros. Goldman Sachs, at "neutral", moves from 18 to 16 euros. From 9 to 8 euros is JP Morgan's move. 1 analyst had raised its target and 5 had lowered it over ten days. Median at 15.2 euros, Target/Price gap: +9.5%.

Michelin: UBS remains at "hold" and reduces its target from 35 to 34 euros. From 32 to 30 euros is BofA Securities' move. 2 analysts had lowered their targets on October 21. Consensus median at 35 euros, Target/Price gap: +13.2%.

For Interparfums, three brokers raise their targets. BNP Paribas Exane, at "neutral", moves from 24 to 33 euros; Mediobanca, also at "neutral", from 25 to 28 euros; BofA Securities remains at "sell" and increases from 23 to 24 euros. 1 analyst had raised its target on October 21. The median at 32 euros is below the price: Target/Price gap: -7.2%.

On the Edenred side, opposite moves: Bernstein, at "market perform", raises its target from 24.50 to 29.40 euros, while UBS, still at "hold", lowers it from 28.50 to 27.50 euros. 1 analyst had raised its target on October 21. Median at 32.5 euros, Target/Price gap: +22.9%.

At "hold" at Deutsche Bank, Pernod Ricard sees its target move from 63 to 65 euros. 5 analysts had raised their targets over ten days, the last on October 16. Median at 74 euros, Target/Price gap: +13.3%.

TotalEnergies: Intesa Sanpaolo remains at buy and raises its target from 85 to 90.70 euros. 3 analysts had raised their targets over the last 10 days (last move on October 20). Consensus median at 88 euros, Target/Price gap: +8.2%.

At KBC, Intesa Sanpaolo, still at "hold", reduces its target from 128 to 126 euros. 2 analysts had lowered their targets on October 21. Median at 138.5 euros, Target/Price gap: +22.7%.

From 8 to 6.50 euros at Barco: ING Wholesale remains at "hold" but lowers its target. 2 analysts had already lowered their targets on October 21. Median at 8.48 euros, Target/Price gap: +29.8%.

TomTom: ING Wholesale, at "hold", reduces its target from 4.50 to 4 euros. Consensus median at 4.61 euros, Target/Price gap: +21.1%.

Below the price, the median of Eurofins Scientific (70.45 euros) displays a Target/Price gap of -14%. Deutsche Bank, at "hold", raises its target from 64 to 67 euros; Alphavalue, at "underweight", from 76.30 to 78.60 euros.

At Recticel, Kepler Cheuvreux moves from "buy" to "hold" and reduces its target from 14.70 to 13.90 euros. Median at 14.7 euros, Target/Price gap: +34.4%.

OPMobility: JP Morgan moves from "overweight" to "neutral" and cuts its target from 16.50 to 12 euros. 1 analyst had lowered its target on October 21. Median at 14.6 euros, Target/Price gap: +55.7%.

Same broker, two opposite moves at JP Morgan. Ageas and ASR Nederland each move from "neutral" to "overweight", with a target raised from 80 to 90 euros. Conversely, Aegon moves from "overweight" to "neutral" and sees its target reduced from 9.45 to 8.15 euros. Target/Price gap: +0.9% for Ageas (median at 76 euros), +4.2% for ASR Nederland (median at 78.5 euros), +17.1% for Aegon (median at 8.65 euros).

Bureau Veritas: Barclays, at "overweight", raises its target from 32.20 to 34 euros; Rothschild & Co Redburn, at "buy", from 36 to 37 euros. Median at 34 euros, Target/Price gap: +18.1%.

Two cuts from On Field Investment Research, both with an "outperform" rating. Saint-Gobain: target reduced from 100 to 95 euros, median at 95 euros, Target/Price gap: +45.6% (1 analyst had lowered its target on October 20). Vicat: target reduced from 100 to 90 euros, median at 85.5 euros, Target/Price gap: +46.2%.

At Atos, Bernstein, at "underperform", raises its target from 35 to 36 euros, while Invest Securities, at "buy", reduces it from 58 to 50 euros. Median at 37.5 euros, Target/Price gap: +48.2%.

SES: Deutsche Bank, at "buy", lowers its target from 9.50 to 8 euros. 1 analyst had raised its target on October 19. Median at 7.5 euros, Target/Price gap: +79.7%.

At "hold" at Deutsche Bank, FDJ sees its target move from 26.60 to 25.10 euros. Median at 25 euros, Target/Price gap: +26%.

Engie: Goldman Sachs, at "buy", reduces its target from 33.20 to 30.40 euros. Median at 30 euros, Target/Price gap: +30.9%.

At High Co, Portzamparc, at "buy", sets its target at 4.20 euros against 4.50 euros previously. Median at 4.6 euros, Target/Price gap: +33.1%.

Ubisoft Entertainment: BNP Paribas Exane is at "underperform", target 3.50 euros. Median at 5.4 euros, Target/Price gap: +17.8%.

OVH: Euroland Corporate, at "hold", raises its target from 14.40 to 16 euros. Median at 21 euros, Target/Price gap: +25.7%.

At "buy" at CIC Market Solutions, Hermès International maintains a target of 1,700 euros. 2 analysts had lowered their targets on October 16. Median at 1,660 euros, Target/Price gap: +31.2%.

Thales: CIC Market Solutions remains at buy with an unchanged target of 305 euros. 1 analyst had raised its target on October 13. Median at 288 euros, Target/Price gap: +26.2%.

At Sartorius Stedim Biotech, CIC Market Solutions moves from "buy" to "hold", with an unchanged target of 210 euros. Median at 240 euros, Target/Price gap: +10.8%.

Ipsen: CIC Market Solutions, still at buy, maintains its target at 180 euros. 1 analyst had lowered its target on October 20. Median at 162.5 euros, Target/Price gap: +6.9%.

Getlink: CIC Market Solutions remains at buy, unchanged target of 21 euros. 2 analysts had raised and 1 lowered their targets over ten days. Median at 19.83 euros, Target/Price gap: +0.8%.

At ID Logistics, UBS remains at buy and raises its target from 525 to 535 euros. Median at 506 euros, Target/Price gap: +36.8%.

Akzo Nobel: Barclays' target remains unchanged at 69 euros. Median at 63 euros, Target/Price gap: +6.5%.

Qwamplify: Euroland Corporate remains at buy with an unchanged target of 2.30 euros. Median at 2.3 euros, Target/Price gap: +53.3%.