'An opportunity worth seizing': Stifel ups Planisware to 'buy'

Planisware SA

02/03/2026 10:32

** Stifel raises French software provider Planisware PLNW.PA to "buy" from "neutral"; says recent share price drop has created a compelling entry point

** Notes its previous "neutral" rating was due to a high valuation; says stock is now "an opportunity finally worth seizing" as the valuation provides a margin of safety against potential risks

** Says its review showed Planisware is "mostly insulated" from AI disruption risks like price wars and new competition

** Trims PT by 8% to EUR 23 to account for any potential, though unlikely, future margin pressures

** 9 of 10 analysts rate stock "strong buy" or "buy"​ and 1 "sell" - LSEG data

(Reporting by Clement Martinot)

((Clement.Martinot@thomsonreuters.com;))