Update shared on25 Sep 2025
Fair value Increased 2.15%Bouygues’ consensus analyst price target has risen to €42.19, as improved sentiment from the removal of stock overhangs, upgraded operational outlook, and stabilizing fundamentals outweigh modest sector-driven downside risks.
Analyst Commentary
- JPMorgan highlights removal of stock overhangs following Bouygues rebasing guidance and pausing on exercising its call options, improving sentiment.
- Bullish analysts note limited downside risk at current valuation levels, prompting upgrades and increased price targets.
- Bearish analysts at Barclays modestly cut price targets due to updated estimates ahead of Q2 results, reflecting sector-wide adjustments rather than Bouygues-specific weaknesses.
- Upgrades reflect improved confidence in Bouygues’ operational outlook and reduced uncertainties.
- Increased price targets align with stabilizing fundamentals and recalibrated forecasts for Bouygues within the broader European telecom sector.
What's in the News
- Bouygues SA held a board meeting to close off first-half 2025 financial statements.
- The group targets a slight increase in 2025 sales and current operating profit versus 2024, despite an uncertain global environment; estimated EUR 100 million impact from French Finance and Social Security laws remains unchanged.
- Stéphane Stoll appointed as Chief Financial Officer effective 1 August 2025, joining Group Management Committee and succeeding ahead of Pascal Grangé’s retirement in 2026.
Valuation Changes
Summary of Valuation Changes for Bouygues
- The Consensus Analyst Price Target has risen slightly from €41.30 to €42.19.
- The Consensus Revenue Growth forecasts for Bouygues has fallen slightly from 1.1% per annum to 1.1% per annum.
- The Discount Rate for Bouygues remained effectively unchanged, moving only marginally from 10.67% to 10.48%.
Disclaimer
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