Price Targets: Developments for Sanofi, ArcelorMittal, Sodexo...
Oddo BHF is very active this Wednesday, while Soitec experiences two downward revisions. CIC Market Solutions, Jefferies, and BNP Paribas Exane are also among the active brokers in today's session.
Above Their Target:
Above their target: 4 values · Covered values: 62
Values above their target: MICHELIN (-7.3%) · Coca-ColaEuropacif (-6.1%) · NN GROUP (-5.4%) · AGEAS (-3.0%)
Largest target/price gaps:
CSG — target 30.75 euros — target/price gap: +111.1%
PROSUS — target 65.96 euros — target/price gap: +67.8%
CAPGEMINI — target 150.00 euros — target/price gap: +59.9%
EXOR NV — target 109.00 euros — target/price gap: +57.2%
ADYEN — target 1,300.00 euros — target/price gap: +51.5%
Soitec: double downward revision this Wednesday. JP Morgan reduces its target from 130 to 92 euros while maintaining a neutral opinion; BofA Securities keeps its "hold" recommendation but adjusts the target from 193 to 138 euros.
From 50 to 65 euros at Sodexo, where Jefferies takes the step and upgrades to "buy". A favorable sequence: 4 analysts had already raised their target in the last 10 days, the latest movement dated July 7.
Sanofi receives two contrasting opinions: Morgan Stanley lowers its target from 90 to 86 euros with an "equal weight", while CIC Market Solutions reiterates its "buy" and its target at 96 euros. The median of targets is established at 95 euros — target/price gap: +25.4%.
It's Oddo BHF that handles ArcelorMittal: raising the target from 65 to 70 euros, "overweight" recommendation confirmed. An analyst had raised his target the day before.
LDC: same broker, same upward movement. The target moves from 130 to 139 euros, the "overweight" recommendation is reiterated. An analyst had already raised his target on July 2.
Oddo BHF again — this time a downward revision for Verallia: target lowered from 22 to 21 euros, opinion brought back to "neutral".
Exail Technologies sees BNP Paribas Exane reduce its ambition from 165 to 134 euros, while lowering the recommendation to "neutral". An analyst had, however, raised his target on July 7.
Air France-KLM: Barclays raises the target from 10 to 12 euros, but maintains an "underweight" opinion.
Saint-Gobain: CIC Market Solutions confirms its "buy" and its target at 100 euros. The median consensus comes out at 100 euros — target/price gap: +27.4%. An analyst had raised and another had lowered their target on July 7.
Jefferies initiates coverage on Forvia at "buy", target set at 12 euros. An analyst had lowered his target on July 3.
bioMérieux: BofA Securities maintains its "hold" but lowers the target from 85 to 80 euros. An analyst had already lowered his target on July 3.
Three new follow-ups at CIC Market Solutions: AXA at "buy" with a target of 50 euros (median consensus at 47 euros, target/price gap: +6.1%), Eiffage at "buy" and a target of 160 euros, Getlink at "buy" with target maintained at 19 euros.
ASML Holding: KBC Securities initiates at "hold", target set at 1,400 euros. The median of targets is at 1,660 euros — target/price gap: +9.9%. An analyst had raised his target on July 1.
UCB: KBC Securities maintains "buy" and target at 284 euros. The median comes out at 300 euros — target/price gap: +18.2%. An analyst had raised his target on July 1.
BNP Paribas Exane initiates coverage on Aperam at "underperform", target set at 38 euros.
Invest Securities initiates coverage on Upergy at "hold", target priced at 1.53 euro.
