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UBS has raised its target price for Thales from €160 to €330. Thales, a leading European manufacturer in electronic systems for aerospace, defense, and security, generates 53.3% of its sales from defense and security systems, 26.6% from aerospace, and 19.6% from digital identification solutions. The company also holds a 35% stake in Naval Group and has a diverse geographical sales distribution, with significant markets in France, Europe, and North America.
UBS has upgraded Thales from "Neutral" to "Buy," raising its price target from 160 to 330 euros. Analyst Ian Douglas-Pennant anticipates that the company's long-term growth targets may be conservative, predicting a near doubling of its annual growth rate, driven by a forthcoming "super cycle" in the defense industry.
UBS has upgraded Thales from "Neutral" to "Buy," raising its price target from 160 to 330 euros. Analyst Ian Douglas-Pennant anticipates that the French aerospace company will nearly double its annual growth rate, benefiting from an expected "super cycle" in the defense industry.
Francesco Ceccato, CEO of Barclays Europe, highlights the potential economic impact of US tariffs on Europe, noting that a 25% tariff could push the eurozone into recession. Despite concerns, European equities have outperformed US stocks this year, with a significant shift in fund manager positions favoring Europe. Increased defense spending in Germany may provide a boost, while Ceccato emphasizes the need for deeper capital markets to enhance competitiveness in the EU.
Analysts have made several notable recommendations, including Kempen maintaining a Buy on Abivax but lowering the price target to USD 18. RBC Capital upgraded Anglo American to Sector Perform with a target of GBX 2310, while JP Morgan raised ArgenX's target to USD 805. Bernstein upgraded Veolia to Outperform with a target of EUR 38, and maintained Outperform for Dassault Aviation with a new target of EUR 305. Other adjustments include Eiffage's target raised to EUR 158.90 and UBS Group's target reduced to USD 35.
Equity markets are experiencing a rebound, driven by renewed optimism and a notable quiet from Donald Trump regarding tariffs. European indices are outperforming Wall Street as investors await a significant telephone exchange between the White House and the Kremlin, along with the Fed's comments ahead of its key rate decision.
The Healthcare Digital Authentication Market is poised for significant growth, driven by rising demand and technological advancements. A comprehensive report analyzes market dynamics, competitive landscapes, and future trends, highlighting key players like HID Global and IDEMIA. It also explores opportunities and challenges, providing insights for stakeholders in the industry.
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ubs raises thales target price reflecting strong market position and growth potential
10:08 24.03.2025
UBS upgrades Thales to buy with target price raised to 330 euros
09:50 24.03.2025
ubs upgrades thales to buy with target price raised to 330 euros
09:50 24.03.2025
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