Price targets: developments for Vinci, Société Générale, ADP...
The session of September 8, 2026 sees several changes in recommendations and objectives. JP Morgan stands out with three revised files, while Barclays adjusts its vision on several health and biotech securities.
Above their target: 4 securities · Covered securities: 63
Securities above their target: AGEAS (-5.0%) · MICHELIN (-1.4%) · KBC (-1.0%) · B.COM.PORTUGUES (-0.7%)
Largest target / price gaps:
PROSUS — target 65.91 euros — target / price gap: +80.8%
CSG — target 27.50 euros — target / price gap: +69.0%
ESSILORLUXOTTICA — target 244.00 euros — target / price gap: +64.3%
EXOR NV — target 109.00 euros — target / price gap: +47.5%
UMG — target 20.00 euros — target / price gap: +41.6%
Imerys: BofA Securities raises target from 21 to 23 euros, "sell" recommendation maintained.
Allfunds Group: ING Wholesale adjusts target from 8.80 to 9.43 euros, "hold" opinion confirmed.
TotalEnergies: CIC Market Solutions reaffirms its target at 86.54 euros, "hold" recommendation stable. An analyst had raised their target on September 4. The consensus median stands at 82.63 euros — target / price gap: +6.9%.
At CIC Market Solutions, a day of confirmations: Airbus ("buy", 240 euros), Elis ("buy", 29 euros), Rubis ("buy", 49 euros) and Bic ("hold", 62 euros) see their targets unchanged.
KBC: JP Morgan raises target from 125 to 127 euros, "market weight" maintained. Median consensus: 133 euros, target / price gap: -1.04%.
Double intervention on Vinci: JP Morgan lowers target from 143 to 142 euros ("market perform") while Morgan Stanley raises it from 145 to 148 euros ("market weight"). An analyst had lowered their target on September 4. Median at 144 euros — target / price gap: +26.76%.
Société Générale: JP Morgan lowers both its recommendation (from "overweight" to "neutral") and its target (from 87 to 81 euros). An analyst had raised and another lowered their targets on September 2. Median consensus: 86.50 euros, target / price gap: +15.23%.
Boost for ADP: JP Morgan raises recommendation from "neutral" to "overweight", target increased from 115 to 130 euros.
Eurofins Scientific: Morgan Stanley downgrades from "market weight" to "underweight", target lowered from 68.50 to 64.50 euros. Consensus median: 72.35 euros — target / price gap: +1.05%.
Viridien: Bernstein displays target of 142 euros (versus 130 euros previously), "outperform" recommendation.
Soitec: Bernstein raises target from 200 to 215 euros, "outperform" opinion. 4 analysts had raised their targets over the last 10 days, with the latest on September 7.
Schneider Electric: Grupo Santander raises target from 275 to 306.30 euros, recommendation adjusted from "outperform" to "market perform". Median consensus: 332.50 euros, target / price gap: +12.52%.
Barclays reorganizes its health portfolio: Sartorius Stedim Biotech sees its target raised from 210 to 240 euros ("overweight"). An analyst had raised their target on September 1. Median at 234.50 euros — target / price gap: +25.74%. Sanofi moves from 79 to 83 euros ("market weight"). Median consensus: 95 euros, target / price gap: +25.51%. Ipsen is downgraded from "market weight" to "underweight", target reduced from 170 to 155 euros. Median at 170 euros, target / price gap: +3.79%. BioMérieux sees its target set at 80 euros (versus 75 euros), "market weight". Finally, Aedifica displays 76 euros (versus 75 euros), "overweight" recommendation. An analyst had lowered their target on September 3.
Renault: BNP Paribas Exane raises target from 39 to 40 euros, "outperform" opinion.
Severe correction for Merlin Properties: Kempen switches from "buy" to "sell", target reduced from 16.50 to 12.50 euros.
Eiffage: Jefferies displays target of 158 euros (versus 160 euros), "buy" recommendation. 3 analysts had lowered their targets over the last 10 days, with the latest on September 2.
DSM Firmenich: Rothschild & Co Redburn lowers recommendation from "buy" to "hold", target reduced from 94 to 93 euros. Consensus median: 94.88 euros — target / price gap: +7.09%.
BNP Paribas: Deutsche Bank sets target at 109 euros (versus 106 euros), "hold" opinion. An analyst had raised their target on September 4. Median consensus: 117.31 euros, target / price gap: +12.22%.
Amundi: RBC Capital raises target from 78 to 85 euros, "market perform" recommendation. An analyst had raised their target on September 3. Median at 97 euros — target / price gap: +1.84%.
