Price Targets: Revisions for EssilorLuxottica, Saint-Gobain, Danone...
This Friday, June 12, analysts adjust their positions: several industrial and technological stocks undergo target revisions, while some receive changed recommendations. Significant decreases are seen alongside some targeted increases.
Above Their Target:
5 stocks · Covered stocks: 63
Stocks above median targets: BE SEMICONDUCTOR (-13.0%) · CARREFOUR (-2.7%) · ASM INTERNATIONAL (-1.7%) · NN GROUP (-0.5%) · ASML HOLDING (-0.5%)
Largest gaps between target and current price:
ESSILORLUXOTTICA — target 300.00 euros — gap: +67.8%
EXOR NV — target 109.00 euros — gap: +66.7%
ADYEN — target 1,300.00 euros — gap: +65.6%
EssilorLuxottica: Oddo BHF maintains its 'outperform' recommendation but reduces the target from 251 to 220 euros. An analyst had already lowered the target on June 3. Median target at 300 euros — gap: +67.8%.
Saint-Gobain sees UBS confirm its 'sell' recommendation while lowering the target from 75 to 70 euros. The consensus median is set at 100 euros, representing a gap of +36.5%.
At Danone, BNP Paribas Exane raises its target from 82 to 85 euros, with an unchanged 'outperform' recommendation. An analyst had raised the target on June 10. Median at 79 euros, gap: +19.7%.
Schneider Electric: BofA Securities increases from 306 to 320 euros while maintaining its 'buy' recommendation. Median target at 300 euros — gap: +13.5%.
From 276 to 320 euros for BE Semiconductor: BNP Paribas Exane raises its target while confirming 'outperform'. An analyst had also raised it on June 11. Median at 268 euros, gap: -13%.
Legrand experiences a dual movement: CIC Market Solutions confirms 'hold' and 167 euros, while BofA Securities switches from 'buy' to 'sell' with a target set at 118 euros. Consensus median at 166 euros, gap: +24.1%.
Significant cut at Vusion: Bernstein initiates at 'outperform' but lowers the target from 240 to 180 euros.
Renault: Barclays confirms 'overweight' while bringing the target from 42.50 to 31.50 euros. An analyst had already adjusted on June 9.
Nokia benefits from a marked increase: Nokia goes from 12 to 18 euros at JP Morgan, 'overweight' recommendation confirmed. An analyst had raised it on June 8.
Pullup Entertain: double reduction in targets — Portzamparc moves from 18.20 to 16.80 euros, Oddo BHF from 18 to 14 euros (recommendation 'outperform' confirmed).
Exail Technologies' target drops from 160 to 115 euros at Portzamparc, who confirms 'hold'.
ASM International: BofA Securities raises the target from 1,095 to 1,290 euros, 'buy' maintained. 2 analysts had raised their targets in the last 10 days, the latest movement on June 11. Median at 957.50 euros, gap: -1.7%.
Dual upward movement on OVH: Bernstein initiates at 'outperform' and raises from 13 to 19 euros, TP Icap Midcap initiates at 'sell' and moves from 6.20 to 7 euros.
ADP gains a euro at Barclays: target raised from 134 to 135 euros, 'overweight' recommendation confirmed.
KBC: Alphavalue raises from 104 to 119 euros with a recommendation to 'reduce'. Median targets at 122 euros — gap: +10.1%.
AMG crosses the 48 euros mark: ING Wholesale raises from 44 to 48 euros, 'buy' maintained.
Goldman Sachs downgrades Signify NV from 'buy' to 'hold', target set at 21 euros. An analyst had raised on June 4.
CIC Market Solutions lists Rubis at 'buy' with a target of 49 euros.
TP Icap Midcap sets a target of 16.20 euros on Groupe LDLC.
Three cases unchanged: Rexel (Jefferies confirms 'buy' and 43.70 euros), Figeac Aero (CIC Market Solutions maintains 'buy' and 13 euros), Valeo (CIC Market Solutions confirms 'hold' and 16 euros; an analyst had raised on June 10).
