Price targets: developments for ArcelorMittal, Nexans, TotalEnergies...
On Wednesday, August 5, 2026, analysts are revising their positions on several European and French securities. ArcelorMittal, Nexans and JCDecaux benefit from upward revisions, while Accor, Euroapi and Arkema are subject to negative adjustments.
Above their target: 6 securities · Covered securities: 62
Securities above their target: NN GROUP (-5.8%) · AGEAS (-5.5%) · AMUNDI (-4.8%) · MICHELIN (-1.8%) · KBC (-1.2%) · Coca-ColaEuropacif (-1.1%)
Largest target / price discrepancies:
CSG — target 30.00 euros — target / price gap: +62.7%
PROSUS — target 65.96 euros — target / price gap: +57.3%
EXOR NV — target 109.00 euros — target / price gap: +52.9%
UMG — target 22.50 euros — target / price gap: +50.8%
ESSILORLUXOTTICA — target 250.00 euros — target / price gap: +46.6%
ArcelorMittal SA: Morgan Stanley raised its target from 54.30 to 70 euros while maintaining its "overweight" recommendation. 5 analysts had already raised their targets over the past 10 days, with the latest move dating from August 4.
Nexans sees JP Morgan shift from "neutral" to "overweight" and raise the target from 160 to 183 euros. One analyst had raised his target and another had lowered it on August 3.
From 42.80 to 43 euros at Rubis: Portzamparc strengthens its "buy" recommendation to "strong buy" with a slight target increase.
Teleperformance: Goldman Sachs adjusts its target from 60 to 68 euros and confirms its "market perform" recommendation. 2 analysts had already raised their targets over the past 10 days, with the latest move dating from August 3.
JCDecaux: BofA Securities maintains "buy" but raises the target from 26 to 28 euros. 3 analysts had raised their targets over the past 10 days, the latest on August 3.
A mixed revision for Imerys: BNP Paribas Exane raised its target from 22 to 23 euros ("neutral" recommendation), while BofA Securities increases it from 20 to 21 euros while maintaining "sell". One analyst had lowered his target on July 31.
Air France-KLM benefits from an increase: RBC Capital raises the target from 10 to 12 euros with "market perform". Latest move identified on July 30.
Ipsen: CIC Market Solutions confirms "buy" and raises the target from 175 to 180 euros. Median of targets at 170 euros — targets / price gap: +8.35%. Latest move on August 3.
Capgemini sees Alphavalue raise its target from 132 to 135 euros with "accumulate". Consensus median at 139 euros, targets / price gap: +29.42%. One analyst raised and 2 lowered their targets, latest move on July 31.
Shared vision for Forvia: Citi slightly raises the target from 12 to 12.50 euros ("buy"), while BofA Securities lowers it from 12 to 11 euros ("sell"). One analyst raised and another lowered their targets, with the latest move dating from August 4.
Ahold Del: KBC Securities maintains "buy" and its target of 43 euros. Median of targets at 39.50 euros — targets / price gap: +14.86%.
KBC Securities downgrades BE Semiconductor from "reduce" to "hold" and sets the target at 225 euros. Consensus median at 275 euros, targets / price gap: +26.32%. Latest move on August 4.
Actia Group: TP Icap Midcap raises the target from 3.80 to 4.20 euros with "hold".
Cut at Accor: Barclays maintains "overweight" but lowers the target from 62 to 55 euros. 2 analysts had lowered their targets over the past 10 days, the latest on August 3.
Technip Energies: Morgan Stanley maintains "market weight" but reduces the target from 36.50 to 35 euros. One analyst had lowered his target on August 3.
Negative revision for ArgenX SE: KBC Securities maintains "buy" but lowers the target from 900 to 890 euros. Latest move on July 27.
FDJ United: Alphavalue maintains "buy" but lowers the target from 34.80 to 29.30 euros. 2 analysts had lowered their targets over the past 10 days, the latest on August 3.
Euroapi: Deutsche Bank cuts the target from 1 to 0.80 euro with "sell".
Eramet: Oddo BHF maintains "neutral" but lowers the target from 63 to 55 euros. One analyst had lowered his target on July 31.
Arkema: Berenberg maintains "hold" but lowers the target from 63 to 61 euros. 2 analysts had raised and one had lowered their targets, latest move on August 3.
Paulic Meunerie: Greensome Finance maintains "buy" but adjusts the target from 1.93 to 1.85 euro.
KBC Securities initiates coverage of Atenor with a target of 1.40 euros.
Cantor begins following GTT with "overweight" and a target of 238 euros. 5 analysts had raised their targets over the past 10 days, the latest on August 3.
Cantor also initiates Assystem with "overweight" and a target of 52 euros.
CIC Market Solutions begins coverage of Bonduelle with "hold" and a target of 8.40 euros. One analyst had lowered his target on August 3.
TotalEnergies: CIC Market Solutions maintains "hold" and its target of 86.54 euros. Median of targets at 83.30 euros — targets / price gap: +12.18%. 4 analysts had raised their targets over the past 10 days, the latest on July 29.
