Analyst opinions of the day: Alstom, Bouygues, Carrefour, ASML, Legrand, Nexans, Givaudan, Vallourec…

Every morning, before the European markets open, find a selection of recommendations from analysts covering the main markets of the old continent. The list only includes companies that have been 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 movements of certain stocks or market sentiment on a company.

  • ABB Ltd: BNP Paribas Exane maintains its underperformance recommendation with a price target raised from 42 to 43 CHF.
  • Alfa : BNP Paribas Exane downgrades from neutral to underperformance with a price target reduced from 495 SEK to 450 SEK.
  • Alstom: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 20 to 22 EUR. Morgan Stanley maintains its market weighting recommendation with a price target raised from 16 to 19 EUR.
  • Antin Infrastructure Partners: BNP Paribas Exane maintains its outperformance recommendation and reduces the price target from 21 to 18.50 EUR.
  • Aramis Group: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 5 to 7 EUR.
  • ASML: Bernstein maintains its outperformance recommendation and reduces the price target from 750 to 730 EUR.
  • Assa Abloy: BNP Paribas Exane outperforms from neutral with a price target raised from 340 SEK to 375 SEK.
  • Be Semiconductor Industries: Oddo BHF maintains its outperformance recommendation with a price target raised from 160 to 170 EUR.
  • Bouygues: JP Morgan goes from overweight to neutral with a price target reduced from 44.50 EUR to 37 EUR.
  • Carrefour: JP Morgan maintains its recommendation to be underweight with a price target reduced from 16 to 14 EUR.
  • CompuGroup: Stifel goes from buy to hold with a price target reduced from 64 to 18 EUR.
  • Dassault Aviation: BNP Paribas Exane maintains its outperformance recommendation and raises the price target from 246 to 249 EUR.
  • Elisa Oyj: JP Morgan goes from overweight to neutral with a price target reduced from 55 to 50 EUR.
  • Epiroc: BNP Paribas Exane improves its recommendation from underperformance to neutral with a price target of 200 SEK.
  • Eutelsat Communications: JP Morgan maintains its recommendation to underweight with a reduced price target of 3 to 2.80 EUR.
  • Givaudan: Deutsche Bank maintains its recommendation to hold with a reduced price target of 4300 to 3950 CHF.
  • Halma: Citi starts tracking at neutral with a price target of 2900 GBX.
  • J Sainsbury: JP Morgan moves from underweight to overweight with a price target raised from 304 to 310 GBX.
  • Kerry: Deutsche Bank moves from hold to buy with a price target raised from 93 to 100 EUR.
  • Kone Oyj: BNP Paribas Exane goes from neutral to outperformance with a price target raised from 48 EUR to 55 EUR.
  • Legrand: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 100 to 105 EUR.
  • Leonardo: Morgan Stanley maintains its market weighting recommendation with a price target raised from 23 to 25 EUR.
  • Nexans: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 85 to 100 EUR.
  • Prysmian: BNP Paribas Exane maintains its underperformance recommendation with a price target raised from 30 to 32 EUR.
  • Rexel: BNP Paribas Exane maintains its underperformance recommendation with a price target raised from 19 to 20 EUR.
  • Schindler Holding: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 215 to 230 CHF.
  • Smiths Group: Citi starts monitoring for purchase with a price target of 2400 GBX.
  • Soitec: Stifel maintains its purchase recommendation with a price target reduced from 140 to 115 EUR.
  • Spirax Group: BNP Paribas Exane goes from neutral to outperformance with a price target raised from 8000 GBX to 8200 GBX. Citi starts monitoring for purchase with a price target of 8600 GBX.
  • SSE Plc: Deutsche Bank moves from hold to buy with a price target of 2000 GBX.
  • Stadler Rail: BNP Paribas Exane downgrades from underperformance to neutral with a price target reduced from 26 CHF to 20 CHF.
  • Takkt: Landesbank Baden-Wuerttemberg moves from hold to buy with a price target of 9.50 EUR.
  • Technip Energies: Citigroup maintains its buy recommendation with a price target raised from 27.50 to 28 EUR. Redburn Atlantic maintains its buy recommendation with a reduced price target of 40 to 37 EUR.
  • Tesco: JP Morgan moves from underweight to overweight with a price target raised from 270 to 410 GBX.
  • TotalEnergies: Zacks maintains its neutral recommendation with a reduced price target of 64 to 61 USD.
  • Traton: BNP Paribas Exane goes from neutral to outperformance with a price target raised from 32 EUR to 35 EUR.
  • Vallourec: TPICAP Midcap starts monitoring for purchase by targeting 21 EUR.
  • Voestalpine: Erste Group downgrades its advice from accumulate to buy with a price target reduced from 30.50 EUR to 25.50 EUR.
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