Orsted
(+4%): Kepler Cheuvreux has upgraded its recommendation to buy from hold, setting the price target at 175 DKK. Morgan Stanley also raised its target to 160 DKK from 147 previously and maintains its equal-weight rating.
Natwest
(+4%): The British banking group has announced the launch of a £750 million share buyback program.
Hochtief AG
(+3%): Jefferies raised its price target to €371, citing the German company's ideal positioning to benefit from the data center construction boom.
Stocks on the Decline
Dassault Systèmes
(-7%) continues its downward spiral. Berenberg cut its price target to €23 from €30.30 previously, with revenue, EBIT, and EPS forecasts all reduced for the 2026 to 2028 period. Alpha Value downgraded its recommendation to reduce from buy.
Norsk Hydro
(-3%) slips. Goldman Sachs downgraded the stock to sell from hold and set the price target at 69 NOK.
SAAB
(-2.5%) drops after signing a partnership agreement with Ukraine's JSC UDI. The defense group is suffering from a sell recommendation issued by Dagens industri.
Dassault Systèmes SE is the world leader in developing and marketing product life cycle management software. Net sales break down by family of products and services as follows:
- software (90.3%): product process optimization software and 3D design software for the following markets: general mechanical, automotive, aeronautics, consumer goods, electricity, and electronics, and factory design and naval construction. In addition, the group offers update and technical support services;
- services (9.7%): technological consulting and training services.
Net sales are distributed geographically as follows: France (15.9%), Germany (4.9%), Europe (10.8%), the United States (48.9%), Americas (1.2%), Japan (6.4%) and Asia (11.9%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
