Update shared on27 Aug 2025
Fair value Increased 3.05%Bouygues’ consensus price target has been raised to €41.30, reflecting increased analyst confidence driven by improved management clarity, resolution of stock overhangs, and sector adjustments, despite some lingering caution, up from €40.08 previously.
Analyst Commentary
- Removal of stock overhangs and increased management clarity following the rebasing of company guidance.
- Decision to not exercise call options for the time being, reducing uncertainty.
- Upward revision to price target by bullish analysts, indicating increased confidence in the company’s outlook.
- Adjusted estimates ahead of Q2 results for the European Telecom Services sector, prompting slightly mixed price target revisions.
- Slight price target reduction by bearish analysts due to updated sector estimates, reflecting cautious sentiment amidst sector peers.
What's in the News
- Bouygues announced a board meeting to close off first-half 2025 financial statements.
- The company provided 2025 earnings guidance, targeting a slight increase in sales and current operating profit, with an estimated EUR 100 million net profit impact from French legislative changes.
- Stéphane Stoll was appointed as Chief Financial Officer effective 1 August 2025, succeeding Pascal Grangé upon his retirement in 2026.
Valuation Changes
Summary of Valuation Changes for Bouygues
- The Consensus Analyst Price Target has risen slightly from €40.08 to €41.30.
- The Future P/E for Bouygues has risen from 15.09x to 16.08x.
- The Net Profit Margin for Bouygues has fallen slightly from 2.37% to 2.31%.
Disclaimer
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