Analysts' Opinions: Developments for Airbus, TotalEnergies, Danone...
This Wednesday sees adjustments in about twenty cases. Analysts are particularly commenting on several CAC 40 stocks, with mixed target revisions in aerospace, energy, and food sectors.
Above their target: 4 values · Values covered: 61
Values above their target: MICHELIN (-7.3%) · NN GROUP (-5.3%) · Coca-ColaEuropacif (-4.3%) · AGEAS (-1.1%)
Largest gaps between target / price:
PROSUS — target 65.96 euros — gap target / price: +71.3%
EXOR NV — target 109.00 euros — gap target / price: +60.4%
ADYEN — target 1,300.00 euros — gap target / price: +58.4%
CAPGEMINI — target 139.00 euros — gap target / price: +54.4%
Eight houses are covering Airbus: CIC Market Solutions reiterates its buy at 225 euros; Berenberg raises its target from 190 to 205 euros (hold); Deutsche Bank increases it from 226 to 232 euros (buy); Oddo BHF shows 224 euros (outperform); BNP Paribas Exane sets 190 euros (neutral); Barclays figures 220 euros (overweight); Grupo Santander lists 210 euros (outperform); Alphavalue, the only negative, reduces from 214 to 208 euros (reduce). An analyst had raised his target on July 16.
ASML Holding: KBC Securities raises its target from 1,400 to 1,600 euros while keeping "hold". The consensus median is set at 2,100 euros, a gap targets / price of +31.79%; 10 analysts had raised their targets in the last ten days, the latest movement on July 17.
Two opposing views at Danone: Jefferies cuts its target from 80 to 62 euros (underperform), while BNP Paribas Exane displays 85 euros (outperform). Median at 79.50 euros, gap targets / price: +11.25%; an analyst had raised his target on July 15.
TotalEnergies: CIC shows coverage at 74 euros (neutral). Consensus median at 83.22 euros — gap targets / price: +14.3% — but 2 analysts had lowered their targets in recent days, the last on July 20.
Citi cuts in EssilorLuxottica, bringing the target from 315 to 255 euros (buy), while BNP Paribas Exane lists 265 euros (outperform). The consensus median reaches 250 euros, gap targets / price: +50.65%.
Three banks BNL: BofA Securities raises the target of ABN Amro from 36 to 45 euros (buy); median at 40.50 euros, gap targets / price: +6.05%. For ING Groep, moving from 26 to 31 euros (hold); consensus median: 31 euros, gap targets / price: +6.68%; an analyst had raised his target on July 15. Finally, KBC climbs from 135 to 140 euros (buy), median at 125 euros, gap targets / price: +2.17%.
From 40 to 50 euros at Sodexo: Berenberg adjusts its target upwards while maintaining "hold". 6 analysts had raised their targets in the last ten days, the latest movement on July 20.
Vallourec receives two "buy" opinions: CIC displays at 28 euros, Jefferies reduces from 28 to 27 euros. An analyst had raised his target on July 15.
Two brokers diverge on OPMobility: Bernstein starts at 14.60 euros (underperform), Oddo BHF displays 21 euros (outperform).
CIC confirms three cases: Michelin (hold, 35 euros) — consensus median: 32.50 euros, gap targets / price: -7.3%; an analyst had raised his target on July 17 —, Eurofins Scientific (buy, 80 euros) — an analyst had raised his target yesterday — and Airbus (see above).
Three opinions at Invest Securities: Macompta.fr to buy, target 8 euros; Mauna Kea Tech also to buy, target 0.22 euro.
KBC Securities reiterates "hold" on Akzo Nobel at 63 euros.
Greensome Finance maintains its buy recommendations: Odiot at 60 euros and Delta Plus Group at 69.60 euros.
ING Wholesale raises Orange Belgium from 21.50 to 28 euros (buy).
