Price targets: changes for Hermès, LVMH, BIC...

Above their target: 3 stocks · Covered stocks: 64

Stocks above their target: Ageas (-5.7%) · Eurofins Scientific (-3.2%) · BCP (-1.5%)

Largest target / price gaps:
EssilorLuxottica — target 244.00 euros — target / price gap: +68.2%
BE Semiconductor Industries — target 292.50 euros — target / price gap: +63.5%
CSG — target 25.00 euros — target / price gap: +58.3%
Exor — target 109.00 euros — target / price gap: +52.8%

Galp Energia: UBS maintains its "buy" recommendation and raises the target from 23 to 25 euros. Two analysts had raised their targets on September 9. Median target at 22 euros — target / price gap: +0.6%.

BIC: increase from 56 to 70 euros at UBS, which maintains its "neutral" rating. Four analysts had made increases over the past 10 days, with the last movement on September 16.

At Hermès International, Intesa Sanpaolo downgrades from "buy" to "hold" and lowers the target from 1,995 to 1,695 euros. Three analysts had lowered their targets recently, with the last adjustment on September 14. The median stands at 1,842.50 euros; target / price gap: +33.2%.

Sodexo: JP Morgan moves from "neutral" to "overweight" and raises the target from 54 to 68 euros. Two analysts had already raised their targets on September 10.

UBS adjusts CTP from 21 to 20.50 euros, "buy" recommendation maintained.

Arverne Group: Kepler Cheuvreux revises the target from 7.30 to 9.30 euros, still at "buy". Last movement identified on September 14.

At Theon International, ING Wholesale lowers the target from 42.50 to 38 euros while maintaining "buy".

LNA Santé: CIC Market Solutions maintains "buy" and the target at 47 euros.

At TechnipEnergies, CIC Market Solutions keeps "buy" at 39 euros; Citi maintains "market perform" but lowers from 41 to 36.50 euros. One analyst had already reduced his target on September 10.

Bolloré: double downward adjustment. CIC Market Solutions lowers the target from 5 to 4.40 euros ("buy" maintained); BNP Paribas Exane moves from 4.50 to 3.25 euros, still "neutral". Last movement on September 9.

BNP Paribas Exane downgrades Dassault Systèmes from "market perform" to "underperform", target set at 17 euros. Median consensus at 22 euros — target / price gap: +5.3%.

Also at BNP Paribas Exane, Air France-KLM sees its target lowered from 12 to 11 euros, "neutral" rating maintained. Last movement spotted on September 11.

Alten: same broker, reduction from 90 to 80 euros, "neutral" recommendation unchanged.

For Vivendi, BNP Paribas Exane maintains its "neutrality" and lowers the target from 2.20 to 1.70 euros. Two analysts had made cuts on September 9.

Stellantis: Berenberg confirms "hold" and the target at 5.10 euros. Two analysts had lowered their targets recently, with the last adjustment on September 16.

TF1: Kepler Cheuvreux adjusts from 7 to 6.80 euros, "hold" maintained.

Oddo BHF sets the target on EPC at 345 euros, "outperform" rating.

Goldman Sachs slightly revises Saint-Gobain from 86 to 85 euros, "neutral" confirmed. One analyst had lowered his target on September 16. Median target at 100 euros; target / price gap: +43.6%.

AB InBev: same broker, target raised from 85 to 86 euros, "buy" maintained. Two analysts had raised their targets on September 16. Median at 82.82 euros — target / price gap: +20%.

Barclays maintains "overweight" on LVMH and lowers the target from 620 to 590 euros. Over the past 10 days, two analysts raised their targets, six lowered them (last movement on September 16). Consensus median stands at 580 euros; target / price gap: +41.1%.

Antin Infrastructure Partners: Morgan Stanley maintains "underweight" and lowers from 8.70 to 7.60 euros. Last movement spotted on September 16.

Deutsche Bank downgrades Allfunds Group from "outperform" to "hold", target set at 9 euros. One analyst had raised his target on September 7.

Air Liquide: Bernstein maintains "outperform" and adjusts the target from 202 to 192 euros. One analyst had raised his target, another had lowered it on September 16. Median at 200 euros — target / price gap: +20.2%.

Stifel displays a target of 8.50 euros on Abionyx Pharma, "buy" rating. Last movement on September 11.