NEW YORK (dpa-AFX Analyst) - The analyst firm Jefferies has left its rating for MTU at "Buy" with a target price of 430 euros. In the midst of the defense debate, analyst Chloe Lemarie also reviewed her assumptions and ranking in the commercial aircraft sector in her industry commentary published on Friday. MTU becomes her "top pick" in this sector, followed by Rolls-Royce and Safran. More positive price drivers are emerging for the engine manufacturer, especially as the comparative basis from the first quarter of the previous year is low. It remains neutral for Airbus due to limited delivery momentum for the time being./tih/ag
MTU Aero Engines
Azione
Azione
ISIN: DE000A0D9PT0
Ticker: MTX
DE000A0D9PT0
MTX
Price
Discussione su MTX
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27
2Settimana·
Is there another hidden armor pearl?
Hello my dears, the last few days there have been repeated discussions here. About independence from the USA. About the F35.
During my little research, however, I also discovered that the USA is not entirely independent of Europe.
Especially when it comes to development work. And here I often noticed
noticed.
But MTU is also significantly involved in the development of the new "New Generation Fighter Engine".
The New Generation Fighter Engine (NGFE) is the heart of the next-generation fighter aircraft that is at the center of the European FCAS.
The Future Combat Air System (FCAS) is the European air defense system that is to be available from 2040. Germany, France and Spain are working on it together. The centerpiece is the New Generation Fighter, a manned jet of the latest generation.
Engine specialists MTU Aero Engines, Safran Aircraft Engines and ITP Aero are developing the engine for the New Generation Fighter under the leadership of EUMET (European Military Engine Team), a joint venture between MTU and Safran. MTU is assuming responsibility for its core competencies of high- and low-pressure compressors, compressor center frames and parts of the control systems and is in charge of aspects of engine maintenance. Safran is in charge of engine design and integration, while ITP Aero is responsible for the low-pressure turbine and the thrust nozzle.
https://aeroreport.de/de/good-to-know/kurz-erklaert-new-generation-fighter-engine
Today, one third of commercial aircraft worldwide fly with MTU technology. MTU is a system partner for almost all aircraft engines of the German Armed Forces. MTU has close ties with all major manufacturers such as Pratt & Whitney, General Electric, Rolls-Royce, Safran Aircraft Engines and GKN Aerospace through its shareholdings and subsidiaries (MTU Aero Engines North America).
The company has a total of 18 locations worldwide. The commercial engine business currently accounts for around 25 percent of sales. Civil maintenance accounts for around 66 percent and the military business for 9 percent.
In 2002, the company received the German Industry Innovation Award. In 2013, MTU Aero Engines again won the German Industry Innovation Award in the large company category. This time for the development of the high-speed low-pressure turbine for the Pratt & Whitney PW1000G engine.
Dear all, do you still see potential for MTU based on its growth and valuation?
The EbiT margin remains constant at around 14%.
2Settimana·
F-35, Patriot, HIMARS & Co: Macron openly advises Europe against buying US armaments
It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:
Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.
French President Emmanuel Macron
President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.
Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."
His main concern is greater strategic autonomy for Europe:
- Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (-3,69%)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
- European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (-11,16%)), Eurofighter ($AIR (-8,31%) - $BA. (-9,05%) - $MTX (-9,58%) - $LDO (-14,89%)) or Dassault
Rafale ($AM (-11,79%)) or air defense systems (e.g. SAMP/T from $HO (-7,85%), $BA. (-9,05%), $AIR (-8,31%) and $LDO (-14,89%) or Oerlikon Skynex from $RHM (-10,98%)). - Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.
Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.
#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
$R3NK (-12,52%)
$IE0002Y8CX98 (-10,2%)
$HAG (-12,95%)
2020
11 Commenti
2Settimana
Also top topic on Politico: https://www.politico.eu/article/macron-to-eu-colleagues-stop-buying-american-buy-european/
•
22
•2Settimana·
The next domino: Canada is now also looking for an alternative to the F-35
With Canada the next NATO partner is now looking for alternatives to the US fighter jet F-35 ($LMT (-3,69%) ) and is examining various models such as the Gripen ($SAAB B (-11,16%) ) or the Eurofighter ($AIR (-8,31%)
$BA. (-9,05%)
$LDO (-14,89%)
$MTX (-9,58%) ). The background to this is not only financial aspects - technical requirements and geopolitical considerations also play a role. At the same time, there are questions about maintenance costs and military independence from the USA. With its decision, Canada is setting the course for new international cooperation. This opens up exciting opportunities for the European aerospace industry.
In my opinion, Saab's Gripen currently has the best chance of becoming Canada's newest fighter jet. The concept of the Swedes, especially in terms of range, price/performance, maintenance and usability (optimized for use in Canadian latitudes; for take-off and landing on regular roads in remote regions and service there with small teams) fits like a glove to the Canadian aviator's eye. Canada also has the opportunity to produce the Saab Gripen in its own country.
Source: https://www.n-tv.de/politik/Kanada-sucht-nach-Alternativen-zum-US-Kampfjet-F-35-article25632225.html
www.youtube.comGripen - Always combat ready
3Settimana·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (-3,69%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (-3,69%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) and Leonardo $LDO (-14,89%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (-11,16%) ) and Eurofighter (Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) Leonardo $LDO (-14,89%) MTU Aero Engines $MTX (-9,58%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (-11,79%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
1212
5 Commenti
2Settimana
Not only Canada is rethinking its position, Europe is too.
Is a trade dispute really worthwhile for the USA :'D
Is a trade dispute really worthwhile for the USA :'D
•
77
•3Settimana·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (-3,69%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (-3,69%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) and Leonardo $LDO (-14,89%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (-11,16%) ) and Eurofighter (Airbus $AIR (-8,31%) BAE Systems $BA. (-9,05%) Leonardo $LDO (-14,89%) MTU Aero Engines $MTX (-9,58%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (-11,79%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
2828
9 Commenti
3Settimana
As mentioned, the situation is different for Germany than for many other NATO allies. Nuclear sharing virtually forces Germany to buy the F35 jets, as the existing Eurofighters are not authorized to carry nuclear bombs. A USA under Trump could thus deny 'us' both - the use of nuclear weapons and the effective use of aircraft. This would be all the more bitter as not only our own air-based defense would largely fail, but also that of our European neighbors, who have also relied on these jets and (in contrast to the German Air Force) will in some cases rely exclusively on this type of aircraft in the future.
Realistically, in my opinion, Germany will go through with the order for the F35, as the USA can be expected to be more reliable again after Trump. Also, the F35 is only coming on stream slowly and pilot training is still ongoing - so they won't be operational for a few years anyway.
The Europeans would be well advised not to rely on one type of aircraft. Germany has the Eurofighter and is also modernizing it and it is coming (lucky that the American Growler has not prevailed here) as an ELOKA variant for electronic warfare and radar jamming.
Other European countries could buy a very good and comparatively inexpensive aircraft in the form of the (Super) Grippen (for us it is the slightly better, but significantly more expensive Eurofighter due to industrial policy), but you have to be careful there too, as US engines are installed there. They probably can't be switched off, but if there are no spare parts available at the crucial moment, it's bad of course.
In the medium term, the British and some other Europeans are developing an aircraft similar to the F35 - Turkey too. That would be a good replacement or supplement for the F35 - but in my opinion it's still too far away to be used in the European armed forces in the near future.
Realistically, in my opinion, Germany will go through with the order for the F35, as the USA can be expected to be more reliable again after Trump. Also, the F35 is only coming on stream slowly and pilot training is still ongoing - so they won't be operational for a few years anyway.
The Europeans would be well advised not to rely on one type of aircraft. Germany has the Eurofighter and is also modernizing it and it is coming (lucky that the American Growler has not prevailed here) as an ELOKA variant for electronic warfare and radar jamming.
Other European countries could buy a very good and comparatively inexpensive aircraft in the form of the (Super) Grippen (for us it is the slightly better, but significantly more expensive Eurofighter due to industrial policy), but you have to be careful there too, as US engines are installed there. They probably can't be switched off, but if there are no spare parts available at the crucial moment, it's bad of course.
In the medium term, the British and some other Europeans are developing an aircraft similar to the F35 - Turkey too. That would be a good replacement or supplement for the F35 - but in my opinion it's still too far away to be used in the European armed forces in the near future.
•
55
•
1Mes·
Moderna in crisis | Snowflake surprises with strong figures | MTU Aero Engines: Insider buys shares
Moderna in crisis
The Moderna share comes under pressure on Thursday. Moderna $MRNA (-1,33%)-shares fell 4.14 percent at one point after reports surfaced that the U.S. Department of Health and Human Services is re-evaluating the $590 million contract to develop an avian flu vaccine. The contract, awarded to Moderna in the final days of the Biden administration, was intended to accelerate mRNA-based vaccines in the event of an avian flu pandemic. Investors are concerned about whether the contract is in jeopardy and what impact this could have on Moderna's future.
Snowflake surprises with strong figures
The AI company Snowflake $SNOW (-6,11%) had a successful fourth quarter thanks to strong demand for AI. The figures exceeded analysts' expectations at all levels. Turnover amounted to 986.8 million US dollars, while analysts had only expected 956.9 million US dollars. The result was also surprising: earnings amounted to 30 cents per share, which was better than the 18 cents that had been expected. CEO Sridhar Ramaswamy emphasized that Snowflake is considered the most important data and AI company in the world and sees enormous growth potential. The share price reacted with a jump of 7.35 percent to 178.40 US dollars.
MTU Aero Engines: Insider buys shares
The MTU Aero Engines $MTX (-9,58%)-share, there is news from the insider sector. On February 25, 2025, CEO Maurer, Dr. Silke, acquired 42 shares at EUR 306.90 each. On BaFin's publication date, the share price rose by 1 percent to EUR 321.60. A total of 923 MTU shares changed hands in FSE trading. Dr. Maurer had already increased his position by 95 shares at EUR 305.70 on the same day. MTU Aero Engines has a market capitalization of EUR 17.16 billion, which underlines the executive's interest in his own share.
Sources:
22
1Mes·
Earnings estimates for these 7 DAX stocks are rising the most
The profit forecasts for the current financial year have risen for 21 of the 40 DAX companies.
According to research by Handelsblatt, analysts have raised their profit estimates for these 7 of the 40 DAX companies by at least five percent in the last three months.
Handelsblatt sheds light on the prospects of these seven companies and their shares with a view to their prospects: the development of earnings this year, the resulting changes in valuation - and how analysts are positioning themselves.
Below is a brief overview, details with further information can be found at "Handelsblatt"
$ENR (-9,65%) The earnings forecasts for Siemens Energy shares are rising most rapidly
$DBK (-10%) Deutsche Bank share: Rising profits cause valuation to fall sharply
For $QGEN Qiagen: Difficult times after the pandemic are over
$VNA (-2,32%) Vonovia makes billions in profit after billions in losses
$ZAL (-7,88%) Zalando: Takeover gives new share price potential
$MTX (-9,58%) MTU: Global market leader generates stable earnings
$DTE (-4,46%) Deutsche-Telekom: Unusually strong vote from analysts
Source / Graphics: Handelsblatt, 18.02.25
+ 3
99
3Mes·
Analyst updates, 17.12.
⬆️⬆️⬆️
- - UBS raises the price target for AMAZON from USD 230 to USD 264. Buy. $AMZN (-3,47%)
- - CITIGROUP raises the target price for ALLIANZ SE from EUR 286 to EUR 314.40. Neutral. $ALV (-8,43%)
- - BARCLAYS raises the target price for DHL GROUP from EUR 37.50 to EUR 38. Equal-Weight. $DHL (-6,85%)
- - DEUTSCHE BANK RESEARCH upgrades AIRBUS from Hold to Buy and raises target price from EUR 155 to EUR 185. $AIR (-8,31%)
- - BERENBERG raises the price target for MUNICH RE from EUR 525 to EUR 552. Hold. $MUV2 (-6,68%)
- - KEPLER CHEUVREUX raises the price target for ADESSO from EUR 80 to EUR 100. Hold. $ADN1 (-3,88%)
- - WARBURG RESEARCH raises the price target for FMC from EUR 31 to EUR 36. Sell. $FME (-6,55%)
- - DEUTSCHE BANK RESEARCH raises the target price for AUTO1 from EUR 12 to EUR 20. Buy. $AG1 (-14,21%)
- - DEUTSCHE BANK RESEARCH raises the price target for MTU from EUR 329 to EUR 337. Hold. $MTX (-9,58%)
- - DEUTSCHE BANK RESEARCH raises the price target for HENSOLDT from EUR 37 to EUR 41. Buy. $HAG (-12,95%)
- - DEUTSCHE BANK RESEARCH raises the target price for ROLLS-ROYCE from GBP 5.55 to GBP 6.30. Buy. $RR. (-15,21%)
- - BOFA raises the target price for INFINEON from EUR 36 to EUR 40. Buy. $IFX (-8,33%)
- - BOFA raises the price target for STMICRO from EUR 29 to EUR 30. Buy. $STMPA (-4,97%)
- - BOFA raises the target price for NOKIA from EUR 4.07 to EUR 4.58. Neutral. $NOKIA (-3,39%)
⬇️⬇️⬇️
- - JPMORGAN downgrades TRANSMEDICS from Overweight to Neutral and lowers target price from 116 USD to 75 USD. $TMDX (-3,86%)
- - BOFA lowers the price target for SILTRONIC from EUR 59 to EUR 46. Underperform. $WAF (-7,01%)
- - HSBC lowers the price target for CARL ZEISS MEDITEC from EUR 66 to EUR 54. Hold. $AFX (-6,58%)
- - KEPLER CHEUVREUX lowers the price target for HEIDELBERGER DRUCK from EUR 1.25 to EUR 1. Hold. $HBGRY
- - KEPLER CHEUVREUX lowers the price target for EVONIK from EUR 25 to EUR 21. Buy. $EVK (-4,83%)
- - KEPLER CHEUVREUX lowers the price target for NORDEX from EUR 17 to EUR 14. Buy. $NDX1 (-7,2%)
44
4Mes·
Analyst updates, 05.12.
⬆️⬆️⬆️
- HSBC upgrades SIEMENS to Hold. Target price EUR 185. $SIE (-7,45%)
- DEUTSCHE BANK RESEARCH raises the price target for MUNICH RE from EUR 450 to EUR 535. Hold. $MUV2 (-6,68%)
- DEUTSCHE BANK RESEARCH raises the price target for HANNOVER RÜCK from EUR 255 to EUR 294. Buy. $HNR1 (-5,85%)
- DEUTSCHE BANK RESEARCH raises the price target for TALANX from EUR 70 to EUR 76. Hold. $TLX (-7,19%)
- JEFFERIES raises the price target for ORACLE from 190 USD to 220 USD. Buy. $ORCL (-5,9%)
- HAUCK AUFHÄUSER IB raises the target price for MTU from EUR 264 to EUR 280. Sell. $MTX (-9,58%)
- BARCLAYS upgrades AUTO1 from Equal-Weight to Overweight and raises target price from EUR 9 to EUR 19. $AG1 (-14,21%)
- JPMORGAN raises the price target for HELLOFRESH from EUR 14 to EUR 16. Overweight. $HFG (-6,83%)
- JPMORGAN raises the target price for DELIVERY HERO from EUR 42 to EUR 55. Overweight. $DHER (-3,15%)
- JPMORGAN raises the price target for CTS EVENTIM from EUR 104 to EUR 112. Overweight. $EVD (-2,57%)
- JPMORGAN raises the target price for SCOUT24 from EUR 92 to EUR 105. Overweight. $G24 (-5,81%)
- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 16.02 to GBP 18.32. Overweight. $TKWY (-1,68%)
- JPMORGAN upgrades DELIVEROO from Neutral to Overweight and raises target price from GBP 1.70 to GBP 1.92. $ROO (-2,79%)
- JPMORGAN raises the price target for HEIDELBERG MATERIALS from EUR 150 to EUR 151. Overweight. $HEI (-6,75%)
- JPMORGAN raises the price target for FRAPORT from EUR 49 to EUR 59. Neutral. $FRA (-2,89%)
⬇️⬇️⬇️
- METZLER lowers the price target for HYPOPORT from EUR 220 to EUR 185. Sell. $HYQ (-7,49%)
- ODDO BHF lowers the target price for SCHOTT PHARMA from EUR 38 to EUR 37. Outperform. $1SXP (-6,44%)
- BARCLAYS lowers the target price for RIO TINTO from GBP 61 to GBP 60. Overweight. $RIO (-6,32%)
- JPMORGAN downgrades STRÖER from Overweight to Neutral and lowers target price from EUR 79 to EUR 57. $SAX (-7,66%)
33
1 Commento
the post is somehow too confusing, isn't there another way?
•
22
•4Mes·
Analyst updates, 02.12.24:
⬆️⬆️⬆️
- EXANE BNP upgrades NOVO NORDISK to Outperform. Target price DKK 930. $NOVO B
- HSBC upgrades LVMH to Buy. Target price EUR 727. $MC (-4,14%)
- WARBURG RESEARCH raises target price for MTU from EUR 278 to EUR 297. Hold. $MTX (-9,58%)
- GOLDMAN raises the price target for VISA from USD 324 to USD 347. Buy $V (-6,9%)
- DEUTSCHE BANK RESEARCH upgrades BASF from Hold to Buy and raises price target from EUR 50 to EUR 55. $BAS (-5%)
- DEUTSCHE BANK RESEARCH upgrades BURBERRY from Hold to Buy and raises target price from GBP 8.60 to GBP 11.80. $BRBY (-6,32%)
- GOLDMAN raises the target price for AROUNDTOWN from EUR 2.90 to EUR 3.70. Buy. $AT1 (-8,29%)
- GOLDMAN downgrades TOAST from Buy to Neutral and raises target price from USD 34 to USD 45. $TOST (-6,5%)
- HSBC upgrades HERMES to Buy. Target price 2500 EUR. $RMS (-4,6%)
- MORGAN STANLEY upgrades ZEBRA TECH to Equal-Weight. Target price 400 USD. $ZBRA (-7,76%)
- JPMORGAN upgrades AIR LIQUIDE from Neutral to Overweight and raises target price from EUR 161 to EUR 195. $AI (-0,98%)
- JPMORGAN raises target price for PUMA SE from EUR 44 to EUR 47. Neutral. $PUM (-2,41%)
⬇️⬇️⬇️
- GOLDMAN lowers the price target for MASTERCARD from USD 563 to USD 557. Buy. $MA (-7,72%)
- WARBURG RESEARCH lowers the price target for AIXTRON from EUR 26 to EUR 24. Buy. $AIXA (-7,39%)
- METZLER lowers the price target for WACKER NEUSON from EUR 14.50 to EUR 14. Hold. $WAC (-10,75%)
- DEUTSCHE BANK RESEARCH downgrades K+S from Hold to Sell and lowers target price from EUR 9.75 to EUR 9.50. $SDF (-1,01%)
- BERENBERG lowers the price target for BP from GBP 4.70 to GBP 4.40. Hold. $BP. (-8,86%)
- RBC downgrades IBERDROLA from Outperform to Sector-Perform. Target price EUR 14 $IBE (-5,53%)
- RBC lowers the price target for RWE from EUR 52.50 to EUR 45.50. Outperform. $RWE (-6,04%)
- JPMORGAN lowers the target price for ORSTED from DKK 460 to DKK 430. Neutral. $ORSTED (-7,25%)
- JPMORGAN lowers the price target for ADIDAS from EUR 275 to EUR 266. Overweight. $ADS (-0,23%)
- JPMORGAN lowers the price target for LVMH from EUR 685 to EUR 650. Neutral. $MC (-4,14%)
- JPMORGAN lowers the price target for HUGO BOSS from EUR 43 to EUR 42. Neutral. $BOSS (-2,48%)
1010