Top of the Street: Moncler, Sodexo, Allfunds

Allfunds

17/09/2026 13:07

A round-up of notable broker activity this morning from Europe's top-ranked* analysts:


** Bernstein raises luxury firm Moncler MONC.MI to "outperform" from "market-perform" saying that expectations of sector and seasonal weakness have now been priced in 
** J.P. Morgan upgrades French caterer Sodexo EXHO.PA to "overweight" from "neutral" citing improving commercial momentum and a more constructive set-up 
** Deutsche Bank downgrades mutual fund platform Allfunds ALLFG.AS to "hold" from "buy" as a recent equity rally and its 2025 dividend payout align with its target valuation 


 

(*Analyst rankings from Thomson Reuters StarMine. The scale is from 1-star to 5-star with 5 being the best. Analysts are ranked on earnings accuracy as well as relative performance of recommendations over trailing 12-month & 24-month periods.)


 (Reporting by Marta Frackowiak and Romolo Tosiani)
 ((marta.frackowiak@thomsonreuters.com;
romolo.tosiani@thomsonreuters.com
))