Price targets: developments for AXA, Air Liquide, UCB...
This Tuesday, several brokers are adjusting their positions. Target price increases notably among insurers and real estate companies, while revaluations also affect semiconductors and services.
Above their target: 7 values · Covered values: 63
Values above their target: AGEAS (-7.3%) · DASSAULT SYSTEMES (-3.7%) · MICHELIN (-2.9%) · NN GROUP (-1.7%) · Coca-Cola Europacif (-1.3%) · ASR NEDERLAND (-0.7%) · EUROFINS SCIENT. (-0.3%)
Largest target/price gaps:
PROSUS — target 66.00 euros — target/price gap: +72.2%
ESSILORLUXOTTICA — target 250.00 euros — target/price gap: +55.9%
CSG — target 27.50 euros — target/price gap: +51.7%
EXOR NV — target 109.00 euros — target/price gap: +49.0%
ASML HOLDING — target 2,100.00 euros — target/price gap: +44.7%
AXA: BNP Paribas Exane raises its target from 53 to 56 euros, maintains "outperform". An analyst had already raised its target on August 27. Median of targets at 50 euros — target/price gap: +16.01%.
From 105 to 115 euros at Unibail-Rodamco-WE: Morgan Stanley maintains "market weight". One analyst had raised and another lowered their target in the last 10 days, latest move on August 24. Median stands at 118 euros, target/price gap: +21.1%.
Klepierre sees its target rise from 35 to 39 euros: Morgan Stanley shows "underweight". An analyst had raised its target on August 24.
It's a decrease for Icade: Morgan Stanley lowers the target from 23 to 21 euros while maintaining "market weight".
Air Liquide: CIC Market Solutions confirms "buy", target stable at 200 euros. Consensus median at 200 euros, target/price gap: +17.97%. Latest analyst move recorded on August 31.
At UCB, KBC Securities maintains its "buy" at 270 euros. The median of targets stands at 295 euros — target/price gap: +37.02%.
ASML Holding: UBS raises from 2,250 to 2,350 euros, maintains "buy". Median at 2,100 euros, target/price gap: +44.65%.
BNP Paribas Exane adjusts STMicroelectronics from 72 to 73 euros, confirms "outperformance".
EDP: Jefferies moves from "hold" to "buy" and raises the target from 4.80 to 5.40 euros. Median of targets at 5.08 euros — target/price gap: +8.49%.
Recticel crosses the threshold: ING Wholesale maintains "buy" but raises the target from 14.50 to 17 euros on Recticel.
Deceuninck sees its target rise from 2.20 to 2.65 euros: ING Wholesale maintains "hold".
At Sartorius Sted Bio, HSBC raises from 230 to 240 euros, maintains "buy". Median at 230 euros, target/price gap: +17.35%.
Nexans: Jefferies adjusts from 155 to 158 euros, confirms "hold".
Invest Securities raises its target on Carvolix from 4.60 to 6.60 euros, opinion "neutral". Latest analyst move recorded on August 25.
Greensome Finance lowers Delta Plus Group from 69.60 to 67 euros, maintains "buy".
Deutsche Bank covers three cases: target 57 euros, "buy" opinion on Spie; target raised from 20 to 22 euros, "hold" opinion on Dassault Systemes (median at 22 euros, target/price gap: -3.68%, an analyst had raised its target on August 27); and target 55 euros, "buy" opinion on Accor.
Goldman Sachs shows "buy" on Viridien, target 118 euros.
At CIC Market Solutions, four positions confirmed as "buy": Airbus at 240 euros (latest move on August 28), Abionyx Pharma at 10 euros; and "hold" opinion on Haulotte Group, target 2.40 euros.
Memscap Regpt: Greensome Finance maintains "buy", target stable at 7.50 euros.
