Business
Analyst Opinions of the Day: LVMH, Arkema, STMicroelectronics, SAP, Valneva, Solutions 30… – 01/26/2024
Every morning, before the European markets open, find a selection of analysts’ recommendations covering the major markets of the Old Continent. The list includes only companies that are subject to a change in opinion or price target or new monitoring. It may be updated during the session. This information sheds light on the movement of certain stocks or market sentiment in a company.
- Argenx: BNP Paribas Exxen maintains its Outperform recommendation and lowers the price target from 480 to 450 EUR.
- Arkema: BNP Paribas Exxon maintains its outperform recommendation and lowers price target to 122 EUR from 125 EUR.
- Asml Holding: ING Bank maintains its buy recommendation and raises the price target from 700 to 950 EUR. Societe Generale maintains its recommendation to hold with a price target of 560 to 755 EUR. Susquehanna maintains its positive recommendation with a price target ranging from 825 to 1010 EUR.
- Barry Callebaut: Stifel maintains its hold recommendation and lowers price target to 1600 to 1400 CHF.
- Clariant: BNP Paribas Exxon maintains its neutral recommendation with a price target of 13.90 to 12 CHF.
- DeLonghi: BNP Paribas Exxon maintains its Outperform recommendation and raises the price target from 28 to 35 EUR.
- Efg International: Citi moves from sell to neutral with a price target of CHF 9.80 to CHF 11.50.
- Epiroc AB: Pareto Securities moves from Hold to Buy with a price target of SEK 95 to SEK 210 for both share classes.
- Evely: Interest moves from accumulation to bearish with a price target lowered to EUR 20 from EUR 21.
- Givaudan: Berenberg maintains his recommendation to hold with a price target raised from 3100 to 3850 CHF. JP Morgan maintains its neutral recommendation with a price target of 3150 to 3700 CHF.
- Intercontinental Hotels Group: Deutsche Bank moves from Hold to Sell with a price target of GBX 5800 to GBX 6360.
- Laboratorios Farmaceuticos Rovi: Grupo Santander maintains its neutral recommendation with a price target of 58.80 to 65.50 EUR.
- Lvmh: Bryan Garnier & Co. Maintains its buy recommendation and lowers price target from 890 to 840 EUR. Citigroup maintains its outperform recommendation and raises the price target from 850 to 863 EUR. Goldman Sachs maintains its buy recommendation and raises the price target from 980 to 1000 EUR. Mediobanca maintains its outperform recommendation and lowers the price target from 897 to 845 EUR. Telsey Advisory Group maintains its Outperform recommendation with a reduced price target of 900 to 850 EUR.
- Molten Ventures: Barclays moves from overweight to market weight with a price target cut from GBP 4.30 to GBP 3.30.
- Moncler: CICC maintains its Outperform recommendation with price target lowered from 75 to 65 EUR.
- NetCompany Group: ABG Sundal Collier moves from Hold to Buy with a price target of DKK 225 to DKK 285.
- Norden: SEB Bank moves from Hold to Buy with a price target of DKK 400 to DKK 435.
- Publicis Group: Morgan Stanley is overweight with a price target of 98 to 103 EUR. Oddo BHF maintains its neutral recommendation with a price target of 78 to 81 EUR.
- PUMA: HSBC HOLD from BUY with price target cut from 53 EUR to 40 EUR.
- Rightmove: Morgan Stanley moves from Market Weight to Overweight with a price target of GBX 530 to GBX 600.
- Summary: Berenberg maintains his buy recommendation and raises the price target from 140 to 190 EUR.
- Scout24: Morgan Stanley moves from Overweight to Market Weighting with a price target of 71 to 73 EUR.
- Seb: AlphaValue/Baader Europe moves from Buy to Hold with a price target raised from SEK 184 to SEK 186.
- Solution 30: Kepler Cheuvreux initiates a buy watch with a price target of 6 EUR.
- Steph: Citigroup maintains its Outperform recommendation with a price target of 130 to 136 EUR.
- StMicroelectronics: Barclays moves from overweight to market weighting with a price target cut from 52 EUR to 46 EUR. Deutsche Bank maintains its buy recommendation with a reduced price target of 54 to 50 EUR. Equita SIM maintains its recommendation to hold with a reduced price target of 54 to 52 EUR. Goldman Sachs maintains its sell recommendation and lowers the price target from 37 to 34.50 EUR. Oddo BHF maintains its Outperform recommendation with a price target of 55 to 50 EUR. Societe Generale maintains its buy recommendation with a price target lowered from 63 to 59 EUR. Stifel maintains its buy recommendation with a price target of 55 to 50 EUR.
- Telekom Austria: Erste Group maintains Buy to Hold with a price target of EUR 8.10 to EUR 8.70.
- Tod’s: Societe Generale maintains its recommendation to hold with a reduced price target of 36 to 34 EUR.
- Libra Oil: Stifel moves from Hold to Sell with a price target cut to GBX 31 from GBX 37.
- Umicore: BNP Paribas Exxon maintains its neutral recommendation with a price target of 30 to 22.50 EUR.
- Valneva: Goldman Sachs maintains its neutral recommendation with a price target lowered from 6 to 4.80 EUR.
- VAT Group: Morgan Stanley maintains its overweight recommendation and raises the price target from 440 to 460 CHF.
- Veolia Environnement: Morgan Stanley maintains its overweight recommendation and raises the price target from 33 to 34 EUR.
- Vivendi: HSBC maintains its buy recommendation and raises the price target to 13 EUR from 12 EUR.
