VusionGroup: share up with Berenberg optimistic for 2025

(CercleFinance.com) - VusionGroup shares were one of the biggest winners in the SBF 120 index on Monday morning in Paris, with Berenberg raising its target price for the stock.


The analyst is optimistic for the electronic label specialist, which he considers to be "well prepared" for FY 2025.

The broker says that it has raised its earnings estimates for this year, following better-than-expected 2024 results and the delivery of prospects deemed promising.

CFO Thierry Lemaitre said that the group had already secured 75% of the contracts needed to ensure that the sales target of E1.4bn in 2025 is met, he points out.

Despite the stock's strong recent performance, we believe that further deployments of its price automation technologies (ESL) and off-label software and services (VAS) - particularly in Europe, the USA and the UK - could support the share price this year, the broker adds.

Furthermore, should Walmart decide to adopt a third VAS solution (in this case Captana computer vision) in addition to its current VusionCloud and in-store product availability subscriptions, our earnings forecasts could be revised upwards, he concludes.

Berenberg therefore reiterates its buy rating on the stock, with a TP raised from E228 to E231, representing 21% upside potential.

At around 10am, VusionGroup shares were up 1.6%, after rising by up to 3% in initial exchanges: the stock reached all-time highs at end-February.


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