Price Targets: Schneider Electric, AXA, ArcelorMittal...
In early August 2026, following a flood of results over the past week, analysts are adjusting their positions on several listed securities. Schneider Electric concentrates four target price increases, while AXA totals five and Stellantis suffers three cuts.
Above their target: 7 securities · Covered securities: 62
Securities above their target: NN GROUP (-7.6%) · Coca-Cola Europacific (-5.2%) · AMUNDI (-4.8%) · AGEAS (-4.8%) · MICHELIN (-2.2%) · KERING (-2.1%) · KBC (-0.9%)
Largest target / price gaps:
CSG — target €30.00 — target / price gap: +70.8%
PROSUS — target €65.96 — target / price gap: +61.2%
UMG — target €23.00 — target / price gap: +60.3%
EXOR NV — target €109.00 — target / price gap: +54.2%
ASML HOLDING — target €2,100.00 — target / price gap: +47.9%
Schneider Electric: four brokers raise their targets — Berenberg moves from €325 to €340, JP Morgan from €335 to €345, Morgan Stanley from €315 to €320 and Goldman Sachs from €321 to €352. All confirm their buy or overweight recommendation. Median target at €322, target / price gap: +11%.
AXA brings together five target increases: Morgan Stanley raises its target from €46 to €48, Jefferies from €43 to €52, UBS from €45 to €51, Oddo BHF from €50 to €51, while DZ Bank AG Research adjusts from €46 to €47 while downgrading its "buy" recommendation to "hold". Target / price gap: +6.4% (median at €47.5).
From €65 to €71 at ArcelorMittal: Jefferies raises its target. Citi moves from €67 to €75, UBS from €59 to €61 and Oddo BHF from €70 to €76. All maintain positive recommendations.
L'Oréal: three analysts raise — Morgan Stanley crosses €388 (from €376), BNP Paribas Exane €445 (from €430), Barclays €460 (from €450) — while Alphavalue cuts from €387 to €378 with a "reduce" recommendation. Median consensus at €421, target / price gap: +8%. A move was recorded on July 30.
Euronext accumulates five increases: Goldman Sachs now sets the target at €162 (from €159), BNP Paribas Exane at €140 (from €128), UBS at €190 (from €175), Barclays at €160 (from €150) and MedioBanca at €165 (from €150).
Worldline receives three increases: JP Morgan sets the target at €13.70 (from €12.30), BofA Securities at €11 (from €9) while maintaining "sell", MedioBanca at €13.50 (from €12.37).
Vinci: JP Morgan raises from €139 to €143 while MedioBanca declines from €150 to €148. Median targets at €143, target / price gap: +14.3%. An analyst had adjusted its target on July 30.
At Société Générale, four analysts raise their target price: BNP Paribas Exane now figures at €96 (from €90), RBC Capital at €84 (from €74), Alphavalue at €80 (from €78.50), Keefe Bruyette & Woods at €81 (from €78). Median at €86.5, target / price gap: +4.1%. A move dated July 30.
ADP: three brokers raise their targets — Goldman Sachs from €126 to €130, BNP Paribas Exane from €138 to €140, Barclays from €140 to €150. An analyst had already adjusted its target on July 30.
Stellantis suffers three severe cuts: UBS lowers from €9.50 to €5.80 while downgrading from "overweight" to "hold", Oddo BHF brings from €8 to €5.50 ("neutral" recommendation), Oxcap Analytics reduces from €8.40 to €6.80. An analyst had already lowered its target on July 30.
Sanofi: two cuts today — Citi slices from €82 to €78, Barclays from €85 to €79 — while CIC Market Solutions maintains €92. Median consensus at €95, target / price gap: +27.5%. An adjustment dated back to July 30.
BE Semiconductor: Berenberg changes from "Hold" to "Buy" and sets the target at €240. Median targets at €275, target / price gap: +36.5%.
Legrand: RBC Capital raises from €150 to €160 while confirming "outperform". Median at €167, target / price gap: +24.2%. An analyst had lowered its target on July 30.
Safran: UBS adjusts from €360 to €370 while maintaining "market perform". 9 analysts had raised their targets over the past 10 days, last move on July 29. Median at €374, target / price gap: +6.5%.
Thales: Barclays initiates coverage at €280 with "equal-weight". 5 analysts had raised their targets over the past 10 days, one analyst had lowered it, last move on July 28. Median at €293, target / price gap: +15.5%.
EssilorLuxottica: Deutsche Bank cuts from €181 to €174 while maintaining "hold", Bernstein raises from €185 to €200. An analyst had raised its target on July 29. Median at €250, target / price gap: +47.4%.
Engie: HSBC adjusts from €28.70 to €29.60 while maintaining "Hold". Median at €31, target / price gap: +15.4%.
Unibail-Rodamco-WE: Jefferies slightly raises from €120 to €122 with "Buy". Median at €117.65, target / price gap: +11.9%.
Amundi: Morgan Stanley moves from €90 to €94.60, Oddo BHF from €90 to €98. Median at €92, target / price gap: -4.8%.
Crédit Agricole: Morgan Stanley raises from €19 to €20, Keefe Bruyette & Woods from €18.50 to €20.50. Median at €20, target / price gap: +2.9%.
Scor SE: BNP Paribas Exane raises from €33 to €35, RBC Capital from €35 to €38.
Renault: Jefferies adjusts from €31 to €32, Alphavalue from €30.10 to €31.20. An analyst had raised its target on July 30.
Elis: Oddo BHF moves from €29 to €31.50, Rothschild & Co Redburn from €27.40 to €29.40. An analyst had raised its target on July 30.
Edenred: CIC Market Solutions maintains €34, Deutsche Bank raises from €33 to €35. 2 analysts had raised their targets over the past 10 days, last move on July 27.
JCDecaux: Goldman Sachs jumps from €21.50 to €24.60, CIC Market Solutions initiates at €27 with "buy".
Exosens: JP Morgan progresses from €71 to €73.
Planisware: BofA Securities raises from €28 to €30.
NN Group: KBC Securities jumps from €61 to €77. Median at €75.15, target / price gap: -7.6%.
Wendel: Alphavalue adjusts from €161 to €165.
Arkema: Deutsche Bank raises from €55 to €62. An analyst had adjusted its target on July 30.
Forvia: Deutsche Bank progresses from €10.50 to €11.
BNP Paribas: Keefe Bruyette & Woods raises from €114 to €119. 2 analysts had raised their targets over the past 10 days, last move on July 28.
Atos Group: Invest Securities lowers from €60 to €58, Alphavalue from €66.40 to €65.90.
Biophytis: Invest Securities cuts its target in half, from €0.06 to €0.03, while maintaining "buy".
Accor: Jefferies brings from €52 to €51. An analyst had adjusted its target on July 27.
OPMobility: Citi reduces from €21 to €18.
FDJ United: Citi lowers from €24 to €23. An analyst had already lowered its target on July 30.
Eurofins Scientific: Goldman Sachs reduces from €86 to €85. An analyst had lowered its target on July 29.
Technip Energies: CIC Market Solutions cuts from €47 to €39. An analyst had adjusted its target on July 30.
STMicroelectronics: CIC Market Solutions lowers from €91.15 to €79.65. One analyst had raised its target, 2 analysts had lowered it over the past 10 days, last move on July 28.
CTP: ING Wholesale reduces from €22.50 to €21.
Bonduelle: TP Icap Midcap lowers from €7.10 to €6.80.
Preatoni Group: Invest Securities initiates coverage at €36 with "hold".
Teleperformance: TP Icap Midcap initiates at €65 with "hold".
