Europe Research Roundup: Barclays, Lloyds, Natwest Group

freenet AG

01/10/2026 08:15

Oct 1 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Barclays, Lloyds and Natwest Group on Thursday.

HIGHLIGHTS

* Barclays BARC.L: JP Morgan raises target price to 630p from 620p 
* DIGI Spain DIGIS.MC: Berenberg initiates coverage with buy rating
* Iberdrola IBE.MC: Goldman Sachs raises to buy from neutral
* Lloyds LLOY.L: JP Morgan raises target price to 124p from 123p 
* Natwest Group Plc NWG.L: JP Morgan raises target price to 840p from 830p 

Following is a summary of research actions on European companies reported by Reuters on Thursday. Stock entries are in alphabetical order. 
 
* A.G. Barr BAG.L: Berenberg cuts target price to 625p from 800p 
* A.G. Barr BAG.L: Berenberg cuts to hold from buy
* Accor ACCP.PA: Barclays cuts target price to EUR 54 from EUR 55 
* Adidas AG ADSGn.DE: Deutsche Bank cuts target price to EUR 205 from EUR 210 
* Aixtron SE AIXGn.DE: JP Morgan cuts target price to EUR 54 from EUR 60 
* Aj Bell AJBA.L: Goldman Sachs raises to neutral from sell 
* Allwyn ALWr.AT: Deutsche Bank cuts target price to EUR 10.2 from EUR 13.2 
* Ap Moller Maersk MAERSKb.CO: Barclays raises target price to DKK 25500 from DKK 24000 
* Arkema SA AKE.PA: Bernstein cuts target price to EUR 65 from EUR 67 
* B&M European value Retail SA BMEB.L: Barclays raises target price to 268p from 225p 
* Barclays BARC.L: JP Morgan raises target price to 630p from 620p 
* Beiersdorf BEIG.DE: Kepler Cheuvreux cuts target price to EUR 77 from EUR 85 
* BMW BMWG.DE: Deutsche Bank cuts target price to EUR 71 from EUR 78 
* Bouygues BOUY.PA: Berenberg initiates coverage with  target price EUR 55 
* Bouygues BOUY.PA: Berenberg initiates coverage with buy rating
* Bouygues SA BOUY.PA: Barclays cuts target price to EUR 52 from EUR 54
* Campari CPRI.MI: BofA Global Research raises price objective to EUR 7.6 from EUR 7 
* Campari CPRI.MI: BofA Global Research raises to buy from neutral
* Capgemini CAPP.PA: Barclays cuts target price to EUR 130 from EUR 135 
* Close Brothers Group Plc CBRO.L: RBC raises target price to 480p from 470p 
* Colruyt NV COLR.BR: JP Morgan cuts target price to EUR 22.16 from EUR 25.18 
* Corbion CORB.AS: Barclays raises target price to EUR 20.5 from EUR 19.5 
* CTP CTPNV.AS: Kepler Cheuvreux cuts target price to EUR 16 from EUR 18.5 
* Dassault Aviation SA AM.PA: BofA Global Research raises PO to EUR 360 from EUR 345 
* Dassault Aviation SA AM.PA: BofA Global Research raises to buy from neutral
* Delfingen ALDEL.PA: TP ICAP Midcap initiates coverage with buy
* Delfingen ALDEL.PA: TP ICAP Midcap initiates coverage with target price EUR 63 
* DIGI Spain DIGIS.MC: Berenberg initiates coverage with buy rating
* DIGI Spain DIGIS.MC: Berenberg initiates coverage with PT EUR 7.6 
* Electrolux ELUXb.ST: Barclays cuts target price to SEK 25 from SEK 26.7 
* Embracer EMBRACb.ST: Kepler Cheuvreux raises target price to SEK 97.5 from SEK 90 
* Entain Plc ENT.L: Deutsche Bank cuts target price to 872p from 914p 
* Fincantieri SpA FCT.MI: BofA Global Research initiates coverage with  price objective EUR 17 
* Fincantieri SpA FCT.MI: BofA Global Research initiates coverage with buy rating
* Freenet AG FNTGn.DE: Citigroup cuts target price to EUR 24 from EUR 26 
* Gentili Mosconi SpA GMN.MI: Equita cuts target price to EUR 3.1 from EUR 3.3 
* Greggs GRG.L: Berenberg raises target price to 2300p from 2200p 
* Greggs Plc GRG.L: Barclays raises target price to 2300p from 2185p 
* Greggs Plc GRG.L: Deutsche Bank raises target price to 1420p from 1330p 
* Hemnet HEM.ST: JP Morgan raises target price to SEK 109 from SEK 100 
* Holcim AG HOLN.S: Jefferies cuts target price to CHF 73.5 from CHF 78.4 
* Iberdrola IBE.MC: Goldman Sachs raises target price to EUR 25 from EUR 21 
* Iberdrola IBE.MC: Goldman Sachs raises to buy from neutral
* Iberdrola IBE.MC: Kepler Cheuvreux cuts to hold from buy 
* Iberdrola IBE.MC: Kepler Cheuvreux raises target price to EUR 21.1 from EUR 17.3 
* Italy'S Prysmian PRY.MI: Kepler Cheuvreux raises target price to EUR 155 from EUR 151 
* Kaleon SpA ALKLN.PA: Equita cuts target price to EUR 4.4 from EUR 5 
* Kaleon SpA ALKLN.PA: Equita cuts to hold rating
* Kinnevik KINVB.ST: Kepler Cheuvreux raises target price to SEK 64 from SEK 58 
* Kongsberg Gruppen KOG.OL: BofA Global Research cuts PO to NOK 400 from NOK 465 
* Lanxess LXSG.DE: Kepler Cheuvreux cuts target price to EUR 13.5 from EUR 19 
* Leonardo S.P.A. LDOF.MI: BofA Global Research cuts PO to EUR 71 from EUR 79.50 
* Lindt & Spruengli LISN.S: Jefferies cuts target price to CHF 72260 from CHF 83580 
* Lloyds LLOY.L: JP Morgan raises target price to 124p from 123p 
* Montea MONTE.BR: Kepler Cheuvreux cuts target price to EUR 74 from EUR 77 
* Natwest Group Plc NWG.L: JP Morgan raises target price to 840p from 830p 
* Neste Corporation NESTE.HE: Morgan Stanley raises target price to EUR 34 from EUR 29 
* Prysmian PRY.MI: Kepler Cheuvreux raises target price to EUR 155 from EUR 151 
* Prysmian SpA PRY.MI: Barclays raises target price to EUR 167 from EUR 164 
* Ratos RATOB.ST: Kepler Cheuvreux raises target price to SEK 41 from SEK 38 
* Ratos AB RATOb.ST: Kepler Cheuvreux raises target price to SEK 41 from SEK 38 
* Reckitt RKT.L: Jefferies cuts target price to 5900p from 6100p 
* Reckitt Benckiser RKT.L: UBS raises target price to 7600p from 7400p 
* Relx Plc REL.L: Kepler Cheuvreux cuts target price to 3035p from 3140p 
* Saga SAGA.L: Deutsche Bank raises target price to 855p from 795p 
* SEB AB SEBA.ST: Kepler Cheuvreux raises target price to SEK 248 from SEK 223 
* Segro SGRO.L: Kepler Cheuvreux cuts target price to 942p from 1010p 
* Segro SGRO.L: Kepler Cheuvreux cuts to hold from buy 
* Semco Technologies SA ALSEM.PA: Berenberg initiates coverage with buy rating
* Saint-Gobain SGOB.PA: JP Morgan cuts target price to EUR 95 from EUR 100 
* Semco Technologies SA ALSEM.PA: Berenberg initiates coverage with target price EUR 68 
* Tele2 AB (Publ) TEL2b.ST: Berenberg cuts target price to SEK 140 from SEK 146 
* Tele2 AB (Publ) TEL2b.ST: Berenberg cuts to sell from hold
* Telefonica TEF.MC: Berenberg cuts target price to EUR 3.2 from EUR 3.5 
* Telenor TEL.OL: Berenberg raises cuts target price to NOK 154 from NOK 158 
* Telenor TEL.OL: Berenberg raises to buy from hold
* TF1 TFFP.PA: Bernstein cuts target price to EUR 6.5 from EUR 7.5 
* Trelleborg TRELb.ST: Kepler Cheuvreux raises target price to SEK 470 from SEK 440 
* TT Electronics Plc TTG.L: Jefferies raises target price to 175p from 110p 
* Vallourec VLLP.PA: Jefferies cuts target price to EUR 25 from EUR 27 
* VGP VGP1.BR: Kepler Cheuvreux cuts target price to EUR 89 from EUR 108 
* Vistry Group Plc VTYV.L: RBC raises target price to 200p from 180p 
* Vonovia SE VNAn.DE: JP Morgan cuts target price to EUR 26 from EUR 34.5 
* Wilmington Plc WIL.L: Canaccord Genuity raises target price to 470p from 445p 

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