Bouygues' analyst fair value price target has been raised slightly to EUR 43.65. This reflects updated forecasts and recent analyst commentary highlighting upgraded outlooks and limited valuation downside.
Analyst Commentary
Recent street research presents a nuanced view of Bouygues, with both upward and downward adjustments to ratings and price targets. Analysts’ perspectives reflect shifting expectations around the company’s growth, execution, and valuation resilience.
Bullish Takeaways
- Several bullish analysts have raised their price targets, reflecting increased confidence in Bouygues’ growth prospects and underlying fundamentals.
- Upgrades to Overweight and Equal Weight indicate views that Bouygues' shares offer attractive upside, especially after recent strategic decisions and updated guidance.
- Some believe recent overhangs, such as uncertainties around corporate actions, have now been removed. This creates more favorable conditions for share appreciation.
- Limited perceived downside at current valuation levels suggests that the risk/reward profile is seen as compelling by a majority of optimistic analysts.
Bearish Takeaways
- Cautious analysts have recently trimmed price targets, signaling concerns about potential execution risks or slower than anticipated growth.
- The maintenance of more neutral or balanced ratings suggests that not all uncertainties have dissipated. Some headwinds may remain for the company.
- Persistent valuation sensitivity is cited, with some concern that current share prices may already reflect much of the company’s visible upside.
What's in the News
- Bouygues SA Board Meeting is scheduled for July 30, 2025, to close off the first-half 2025 financial statements (Key Development).
- Stéphane Stoll has been appointed Chief Financial Officer effective August 1, 2025. Stoll will join the Group Management Committee and report to Deputy CEO Pascal Grangé (Key Development).
- Bouygues SA targets a slight increase in 2025 sales and operating profit compared to 2024, despite ongoing global uncertainty. The estimated net profit impact from new French financial laws remains at around EUR 100 million (Key Development).
Valuation Changes
- The Fair Value Price Target has risen slightly, increasing from €42.91 to €43.65.
- The Discount Rate has fallen modestly from 10.47% to 10.24%.
- The Revenue Growth expectation remains nearly unchanged, holding steady at approximately 0.99%.
- The Net Profit Margin is stable, with an insignificant change from 2.32% to 2.32%.
- The Future P/E ratio has edged higher, moving from 16.64x to 16.82x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.