Price Targets: Developments for LVMH, Capgemini, Kering, and More

Above Their Target

Above their target: 4 values · Covered values: 63

Values above their target: BE SEMICONDUCTOR (-7.4%) · NN GROUP (-5.2%) · AGEAS (-1.3%) · MICHELIN (-0.5%)

Largest gaps between target and current price:
WOLTERS KLUWER — target 99.00 euros — gap: +74.5%
CAPGEMINI — target 150.00 euros — gap: +69.2%
EXOR NV — target 109.00 euros — gap: +68.5%

Mersen sees its target rise from 40 to 45 euros: Oddo BHF confirms its outperformance recommendation on the electrical materials specialist.

At Vallourec, same firm: Oddo BHF raises the target from 31 to 31.50 euros while reiterating its outperformance. An analyst had lowered their target on June 17.

Capgemini: Oddo BHF maintains its outperformance but reduces the target from 143 to 131 euros. Median consensus at 150 euros — gap: +69.2%. An analyst had already reduced their target the day before.

A status upgrade for Renault: Oxcap Analytics moves from underweight to market weight and sets the target at 32 euros (previously 31). A movement was recorded on June 18.

Air France-KLM gains ground: Rothschild & Co Redburn maintains its buy rating and raises the target from 16 to 18 euros. 2 analysts had already raised their targets over the last 10 days, the last movement dating from June 22.

From 109.50 to 119 euros at KBC: ING Wholesale adjusts its recommendation from buy to hold. The median of the targets is at 122.50 euros, a gap of +3.5%. An analyst had raised their target the day before.

X-FAB: KBC Securities initiates coverage with a hold recommendation and a target of 8.80 euros. An analyst had raised their target on June 23.

Trimming at Medincell: Jefferies maintains its buy rating but lowers the target from 43 to 38 euros.

LVMH: CIC Market Solutions raises its recommendation from neutral to buy, while reducing the target from 620 to 570 euros. Median at 591.50 euros, gap: +22.3%. A movement was observed on June 18.

At Kering, TD Cowen maintains its neutrality (hold) but brings the target from 300 to 290 euros. The median of the targets is established at 280 euros — gap: +6.5%.

EssilorLuxottica: Deutsche Bank maintains its hold recommendation and adjusts the target from 183 to 181 euros. Median consensus at 278 euros, a gap of +65.3%. 2 analysts had lowered their targets over the last 10 days, the last movement on June 18.

Carrefour: Goldman Sachs maintains its neutrality and reduces the target from 18 to 17 euros. Median at 16.40 euros, gap: +1.3%. A movement was recorded on June 22.

At bioMérieux, Barclays confirms its market weight but brings the target from 90 to 80 euros. 4 analysts had lowered their targets over the last 10 days, the last movement the day before.

TotalEnergies: BofA Securities maintains its buy rating and adjusts the target from 86 to 82 euros. Median consensus at 87.73 euros — gap: +23.9%. A movement was observed on June 23.

Same broker on Galp Energia: BofA Securities keeps its buy rating and brings the target from 23 to 21 euros. The median is established at 21.85 euros, a gap of +16.9%.

CIC Market Solutions confirms its positions on four automotive and manufacturing values: Michelin (buy maintained, target unchanged at 35 euros; median at 32.50 euros, gap: -0.5%), Valeo (hold maintained, 16 euros), Manitou BF (buy maintained, 25 euros), and Stellantis (buy maintained, 9 euros).