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Thales: Oddo BHF upgrades stock and raises TP

(CercleFinance.com) - Oddo BHF has upgraded Thales shares from 'neutral' to 'outperform', with a target price raised from E146 to E195.


The analyst says that the stock should benefit from the upward EPS revision momentum, the CMD catalyst (14/11) which could highlight the extent of cyber's undervaluation, and a capital allocation strategy expected to be 'more shareholder-friendly from early 2025'.

The broker's estimates are now 2% to 8% above consensus in terms of EPS over the next 3 years, and between 9% and 20% in terms of FCF. It is convinced that the publication of a solid H1 2024 and the subsequent organisation of a CMD will provide sufficient arguments for an increase in the consensus, the broker adds.

While Oddo BHF acknowledges that the French legislative elections could bring short-term volatility, the analyst does not foresee any scenario capable of altering its estimate trajectory.


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