Top of the Street: Dassault Systemes, Coloplast, AB Inbev and BCP

Coloplast A/S

03/03/2025 11:54

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

** Berenberg raises Dassault Systemes DAST.PA to "buy" from "hold" saying it thinks the French software company is at the onset of a trend reversal, even if its shares had a turbulent 2024

** RBC upgrades Danish intimate healthcare equipment maker Coloplast COLOb.CO to "outperform" from "sector perform" saying risk/reward is skewed to the upside, creating a long term opportunity, given a positive margin outlook and limited valuation downside

** Deutsche Bank raises AB Inbev ABI.BR to "buy" from "hold" citing the Dutch brewer's track record of strong delivery despite market challenges

** UBS cuts Banco Comercial Portugues BCP.LS to "neutral" from "buy" after a strong share price rally in recent years, seeing few near-term catalysts and less compelling valuation for the Portuguese lender

(*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 Ozan Ergenay and Marta Frackowiak)

 ((ozan.ergenay@thomsonreuters.com)) ((marta.frackowiak@thomsonreuters.com))