Price Targets: Developments for TotalEnergies, Sodexo, BNP...
This Monday, six French files are on the agenda of analysis offices. Adjustments focus on the sectors of energy, services, and banking, with movements split between increases and decreases in targets.
Above Their Target:
Above their target: 4 values · Covered values: 61
Values above their target: MICHELIN (-7.5%) · NN GROUP (-3.9%) · Coca-ColaEuropacif (-3.7%) · AGEAS (-3.3%)
Largest gaps between target and current prices:
PROSUS — target 65.96 euros — gap: +71.3%
EXOR NV — target 109.00 euros — gap: +58.4%
ADYEN — target 1,300.00 euros — gap: +56.0%
CAPGEMINI — target 139.00 euros — gap: +52.2%
TotalEnergies: Five analysts reveal their targets today. Grupo Santander maintains its neutral position at 80 euros, RBC Capital its outperformance at 85 euros, BNP Paribas Exane its outperformance at 90 euros. HSBC, however, reduces from 81 to 79 euros (hold), Jefferies from 93 to 88 euros (buy). Median consensus at 83.01 euros — gap between targets and current prices: +17.7%.
From 45 to 52 euros at Sodexo: RBC Capital raises its target while confirming its sector performance. Goldman Sachs does the same, raising its target from 45.50 to 54 euros (market performance). An analyst had already raised his target on July 13.
BNP Paribas sees Jefferies raise the target from 127 to 135 euros, while reiterating the buy rating. An analyst had also raised his target on July 15.
Morgan Stanley initiates coverage of three values: Air Liquide overweight at 206 euros (median consensus: 190.95 euros, gap between targets and current prices: +8.2%; an analyst had lowered his target on July 10), Arkema in line weighting at 63 euros, D'Ieteren Group (Belgium) buy at 217 euros.
Bank of America also issues a buy opinion on D'Ieteren Group with a target of 217 euros.
