Europe Research Roundup: Bodycote, Generali, Travis Perkins

DHL AG

06/08/2026 08:11

Aug 6 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bodycote, Generali and Travis Perkins on Thursday. 

HIGHLIGHTS
    
* Bodycote Plc BOY.L: RBC raises target price to 950p from 750p 
* Coca-Cola HBC AG CCH.L: Berenberg raises target price to 5453p from 5007p 
* Generali GASI.MI: Citigroup reinstates coverage with buy rating
* LSEG LSEG.L: Citigroup cuts target price to 12700p from 12900p 
* Travis Perkins TPK.L: Peel Hunt raises target price to 780p from 660p 

Following is a summary of research actions on European companies reported by Reuters on Thursday Stock entries are in alphabetical order. 

* Ahold Delhaize AD.AS: UBS cuts target price to EUR 37 from EUR 38 
* Beiersdorf AG BEIG.DE: Citigroup cuts target price to EUR 90 from EUR 95 
* Bodycote Plc BOY.L: RBC raises target price to 950p from 750p 
* Buzzi SpA BZU.MI: JP Morgan cuts target price to EUR 52 from EUR 58 
* Buzzi SpA BZU.MI: Morgan Stanley cuts target price to EUR 53 from EUR 56 
* Clariant AG CLN.S: Jefferies raises target price to CHF 10.2 from CHF 6 
* Clariant AG CLN.S: Jefferies raises to hold from underperform 
* Coca-Cola HBC AG CCH.L: Berenberg raises target price to 5453p from 5007p 
* Coca-Cola HBC AG CCH.L: Bernstein raises target price to 5500p from 5300p 
* Coca-Cola HBC AG CCH.L: Deutsche Bank raises target price to 5700p from 5550p 
* Credem EMBI.MI: Barclays raises target price to EUR 17.9 from EUR 16.9 
* Derwent London Plc DLN.L: Stifel raises target price to 2175p from 1650p 
* DHL Group DHLn.DE: BofA Global Research ups price objective to EUR 63 from EUR 61.50
* DHL Group DHLn.DE: JP Morgan raises target price to EUR 65 from EUR 60 
* DHL Group DHLn.DE: Morgan Stanley raises target price to EUR 52 from EUR 50 
* DSM-Firmenich AG DSFIR.AS: Equita cuts to hold from buy 
* Enav S.P.A. ENAV.MI: UBS raises target price to EUR 6.1 from EUR 5.85 
* EQT EQTAB.ST: Jefferies raises target price to SEK 380 from SEK 370 
* Fresenius SE & Co KGaA FREG.DE: Deutsche Bank ups target price to EUR 56 from EUR 55 
* Fresenius Medical Care AG FMEG.DE: Barclays cuts PT to EUR 44.5 from EUR 46 
* Fresenius SE & Co KGaA FREG.DE: Barclays raises PT to EUR 57.5 from EUR 56.5 
* Generali GASI.MI: Citigroup reinstates coverage with buy rating
* Generali GASI.MI: Citigroup reinstates coverage with target price EUR 51.75 
* Glencore GLEN.L: BofA Global Research cuts price objective to 630p from 640p
* Haleon Plc HLN.L: Morgan Stanley raises PT 460p from 430p 
* Heineken NV HEIN.AS: Deutsche Bank raises PT  80 from EUR 78 
* Heineken NV HEIN.AS: Barclays cuts target price to EUR 93 from EUR 103 
* Heineken NV HEIN.AS: BofA Global Research ups price objective to EUR 95 from EUR 90
* Hensoldt AG HAGG.DE: Jefferies cuts to hold from buy
* Hensoldt AG HAGG.DE: Jefferies raises target price to EUR 98 from EUR 94 
* Hensoldt AG HAGG.DE: JP Morgan raises target price to EUR 100 from EUR 85 
* Hermes HRMS.PA: BofA Global Research cuts price objective to EUR 2,000 from EUR 2,250
* Hill & Smith Plc HILS.L: Deutsche Bank raises target price to 3225p from 2975p 
* Infineon Technologies IFXGn.DE: Deutsche Bank cuts PT to EUR 85 from EUR 90 
* Infineon Technologies AG IFXGn.DE: Alphavalue raises to add from reduce
* Infineon Technologies AG IFXGn.DE: Morgan Stanley cuts PT to EUR 81 from EUR 91 
* Infineon Technologies AG IFXGn.DE: TD Cowen cuts PT to EUR 72 from EUR 88 
* Infineon Technologies AG IFXGn.DE: UBS raises target price to EUR 64 from EUR 61 
* Interpump Group ITPG.MI: UBS raises target price to EUR 39.5 from EUR 37.5 
* Legal & General LGEN.L: Barclays raises target price to 330p from 322p 
* Lenzing AG LENV.VI: Deutsche Bank raises target price to EUR 22 from EUR 21 
* Leonardo S.P.A. LDOF.MI: JP Morgan raises target price to EUR 73 from EUR 70 
* L'Oreal OREP.PA: Jefferies raises target price to EUR 377 from EUR 328 
* L'Oreal OREP.PA: Jefferies raises to hold from underperform
* LSEG LSEG.L: Citigroup cuts target price to 12700p from 12900p 
* Mears Group Plc MERG.L: Peel Hunt raises target price to 500p from 440p 
* Mears Group Plc MERG.L: Stifel raises target price to 480p from 460p 
* Michelin MICP.PA: Barclays raises target price to EUR 34 from EUR 30 
* Next NXT.L: UBS raises target price to 16800p from 15200p 
* Next Plc NXT.L: Barclays raises target price to 15400p from 13700p 
* Next Plc NXT.L: Citigroup raises target price to 15500p from 13200p
* Next Plc NXT.L: Morgan Stanley raises target price to 16800p from 16000p 
* Novo Nordisk NOVOb.CO: Barclays raises target price to DKK 310 from DKK 300 
* NTG Nordic Transport Group A/S NTGNT.CO: Berenberg raises PT to DKK 315 from DKK 300 
* Ocado Group Plc OCDO.L: UBS cuts target price to 230p from 340p 
* OSB Group OSBO.L: Peel Hunt cuts target price to 550p from 564p
* Polar Capital POLR.L: Deutsche Bank cuts target price to 1100p from 1200p 
* R&S Group RSGN.S: UBS cuts target price to CHF 23.3 from CHF 26 
* S4 Capital SFOR.L: Barclays raises target price to 48p from 45p 
* Schneider Electric SCHN.PA: Citigroup raises target price to EUR 370 from EUR 340 
* Serica Energy Plc SQZ.L: Canaccord Genuity cuts target price to 330p from 340p 
* Serica Energy Plc SQZ.L: Panmure Liberum raises target price to 391p from 353p 
* SES SA SESFd.PA: Barclays cuts target price to EUR 5.15 from EUR 7.05 
* Siegfried Holding AG SFZN.S: Stifel raises target price to CHF 90 from CHF 75 
* Siegfried Holding AG SFZN.S: Stifel raises to buy from hold
* Siemens Energy ENR1n.DE: Deutsche Bank raises target price to EUR 210 from EUR 200 
* Siemens Energy AG ENR1n.DE: Morgan Stanley cuts target price to EUR 195 from EUR 200 
* Smith & Nephew PLC SN.L: Deutsche Bank cuts target price to 1250p from 1400p 
* Smith & Nephew PLC SN.L: JP Morgan cuts target price to 1,290p from 1,438p 
* Smith & Nephew PLC SN.L: JP Morgan cuts to neutral from overweight
* Smith & Nephew PLC SN.L: RBC cuts target price to 1,250p from 1,350p 
* Soitec SA SOIT.PA: Bernstein raises target price to EUR 200 from EUR 180 
* Target Healthcare REIT Plc THRLT.L: Stifel raises target price to 125p from 110p 
* Technip Energies NV TE.PA: JP Morgan cuts target price to EUR 35 from EUR 44 
* Technip Energies NV TE.PA: JP Morgan cuts to neutral from overweight
* Technoprobe TPRO.MI: Deutsche Bank raises target price to EUR 50 from EUR 45 
* Travis Perkins TPK.L: Peel Hunt raises target price to 780p from 660p 
* Tritax Big Box BBOXT.L: Stifel raises target price to 175p from 150p 
* Umicore SA UMI.BR: Alphavalue cuts to reduce from add
* Umicore SA UMI.BR: Alphavalue cuts target price to EUR 24.30 from EUR 28.80
* Unicaja Banco UNI.MC: Deutsche Bank raises target price to EUR 3.25 from EUR 2.90 
* Wolters Kluwer WLSNc.AS: UBS raises target price to EUR 77 from EUR 75 
* WPP WPP.L: JP Morgan raises target price to 390p from 350p 

 (Compiled by Bengaluru Newsroom)
 ((Diaries@thomsonreuters.com))