Arkema: Oddo BHF lowers its price target

(CercleFinance.com) - Oddo BHF maintains its "outperform" rating on Arkema shares, with a price target reduced from €97 to €92.


The analyst reports that the start of the year has been unsurprising in Asia, where growth remains strong (27% of sales), and in Europe, which remains weak (33% of sales). The disappointment comes from North America (35% of sales), where customers are taking a more wait-and-see attitude in a context of uncertainty, linked above all to the tariffs introduced by the Trump administration.

' The deterioration in demand observed in the US at the start of the year is bad news and prolongs an already long period of difficult macro conditions for Arkema, especially for the construction sector", says the broker.

After updating its forecasts, Oddo BHF indicates that the impact on EBITDA is -5% over the next 3 years, implying a lower price target.


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