Update shared on 01 Nov 2025
Fair value Increased 2.07%The analyst price target for Société Générale Société anonyme has been raised from €63.27 to €64.58, as analysts cite improved revenue growth expectations and stable profit margins, which support a slightly higher valuation.
Analyst Commentary
Recent updates from major brokerages highlight a mixed outlook on Société Générale Société anonyme, as analysts assess both the opportunities and risks impacting the company's shares and valuation. Their perspectives address the balance between improved growth expectations and market uncertainties.
Bullish Takeaways
- Bullish analysts point to the company's potential for above-sector profitability growth, especially in the context of recent price target increases.
- Rising price targets from multiple updates reflect confidence in the firm's capacity to deliver stable capital returns and improved financial performance.
- Recent share price declines, influenced by external factors, are viewed by some as a buying opportunity. This suggests room for a recovery and further upside.
- Upgraded ratings underscore renewed optimism around revenue growth and the resilience of profit margins, which contribute to a higher valuation framework.
Bearish Takeaways
- Some analysts remain cautious, as evidenced by modest reductions in price targets. This highlights ongoing concerns around political uncertainty in France and its potential impact on earnings stability.
- Despite upgrades, there is recognition that share price volatility could persist, especially in the near term. This could potentially limit valuation expansion.
- Bearish analysts emphasize that while capital returns are expected to be solid, continued macroeconomic risks may temper growth prospects relative to sector peers.
What's in the News
- Société Générale Société anonyme will hold a Board Meeting on October 29, 2025 to consider and review financial results for the third quarter and the first nine months of 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target (Fair Value) has risen slightly, moving from €63.27 to €64.58.
- Discount Rate has edged up marginally, increasing from 7.57% to 7.58%.
- Revenue Growth expectations have improved, up from 4.19% to 5.05%.
- Net Profit Margin has increased fractionally, rising from 21.10% to 21.18%.
- Future P/E ratio has decreased from 9.25x to 8.84x, which signals a modestly lower expected valuation multiple.
Disclaimer
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