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UBS maintains a Neutral rating on Safran while increasing its price target from 235 to 265 euros, citing potential benefits from the defense supercycle, with 20% of sales linked to defense. However, the broker warns that upcoming information on tariffs could lead to increased share price volatility due to Safran's significant exposure to Mexico.
UBS maintains a Neutral rating on Airbus, raising its price target from €140 to €175, citing concerns over supply chain risks. The broker anticipates revenue growth opportunities from 2027 onwards and has increased its 2030 EBIT estimates by 20% for the Defense & Space segment and 33% for helicopters.
UBS maintains a Neutral rating on Airbus, raising its price target from €140 to €175, citing ongoing supply chain risks. The broker anticipates revenue growth opportunities from 2027, particularly in defense and space, with a 20% increase in 2030 EBIT estimates for that segment. Airbus aims for a 63% reduction in emissions by 2030 and plans to launch a hydrogen-powered aircraft, while also addressing operational challenges and increasing aircraft deliveries to 820 in 2025.
UBS has maintained a Neutral rating on Airbus while increasing its price target from €140 to €175, citing ongoing supply chain risks. The broker anticipates that Airbus will benefit from European rearmament, raising its 2030 EBIT estimates by 20% for Defense & Space and 33% for helicopters, with significant revenue growth expected from 2027 onwards.
UBS has maintained a "Neutral" rating for Allianz shares, setting a target price of 320 euros, as analyst Will Hardcastle favors life insurers over non-life in Europe. Allianz shares fell 0.7% to EUR 352.80, with a 9.3% potential decline to the target price, despite a 19.2% rise since early 2025. The company is set to release its Q1 2025 balance sheet on May 15, 2025.
UBS Global Research has downgraded Scor to a “neutral” rating from “buy,” citing concerns over its dividend yield, which is seen as limiting stock price potential. Analysts highlight that Scor's current P/E ratio is below pre-COVID levels and unlikely to improve without a higher payout ratio or enhanced solvency. Additionally, Scor's debt leverage and capital generation forecasts pose further constraints, although there are positive signs in its P&C segment.
Société Générale will implement over 10 fee increases starting April 1, with hikes ranging from 1.47% to 60% on account maintenance, card fees, and other services. Notably, account maintenance fees will rise by 6.25%, while the fee for reissuing a card’s PIN will increase by 60%. Conversely, the bank has introduced free instant transfers via its app or website and extended preferential international transaction rates to all customers aged 16 and over. Additionally, SG is participating in a project to install shared ATMs in rural areas, set to begin operating in 2025.
Deutsche Bank has lowered its price target for Pernod Ricard from EUR103 to EUR97, maintaining a Hold rating amid concerns over declining organic revenue growth, particularly in Asia and Europe. The analysts anticipate a -1.8% drop in revenue for Q3 FY2025, revising full-year organic revenue expectations to a shrinkage of -3.2%. Other firms, including RBC Capital Markets and Bernstein, have also adjusted their price targets, reflecting challenges in the market and a cautious outlook for the company's performance.
UBS has raised its target price for Safran to €265 from €235, reflecting potential growth in the defense sector, which accounts for about 20% of the company's sales. The analyst maintains a neutral recommendation, noting that first-quarter results are not expected to be a significant catalyst. Safran aims for approximately 10% sales growth by 2025, with projected operating income of €4.8 to €4.9 billion and free cash flow of €3 to €3.2 billion.
UBS has raised its target price for Safran, as reported by Cercle Finance and published by BOURSORAMA. The analysis is provided for informational purposes only, with BOURSORAMA disclaiming any responsibility for its content and ensuring no conflicts of interest affect its objectivity.
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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs raises safran price target amid defense supercycle concerns
14:58 31.03.2025
Airbus maintains neutral stance as UBS raises price target to 175 euros
14:53 31.03.2025
Airbus maintains neutral stance as UBS raises price target to 175 euros
14:53 31.03.2025
Airbus price target raised as UBS maintains neutral stance amid supply concerns
14:53 31.03.2025
ubs maintains neutral rating for allianz with target price of 320 euros
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14:08 31.03.2025
ubs downgrades scor to neutral citing dividend yield concerns
14:06 31.03.2025
société générale announces significant fee increases for banking services starting april
13:35 31.03.2025
Deutsche Bank lowers Pernod Ricard price target amid revenue growth concerns
12:57 31.03.2025
ubs raises safran price target amid defense sector growth potential
12:56 31.03.2025
ubs raises target price for safran in recent analysis
12:56 31.03.2025
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