Beiersdorf

RBC Capital Markets raised the price target for Beiersdorf from €67 to €72 but confirmed the "Underperform" rating. Analyst James Edwardes Jones voiced concern about potential revenue and margin pressure from semiconductor shortages in the Tesa division and criticized the company for not widening its guidance range. The stock rose to €82.56 at the time of trading but is down about 10.7% year-to-date in 2026. Beiersdorf is expected to report Q4 2026 results on March 4, 2027. » More on finanzen.net

Beiersdorf has increased the volume of the first tranche of the buyback program, running since 6 May, to up to 400 million euros and extended the repurchase period until 29 December. This tranche was originally planned at up to 100 million euros and had been expanded to 200 million in August. Overall, the group plans to repurchase its own shares in several tranches for up to 750 million euros over the next two years. » More on finanzen.net

UBS analyst Guillaume Delmas raised the price target for Beiersdorf from €80 to €82, while keeping the rating at "neutral." He still expects visible improvements at the consumer goods group but so far sees little evidence of a successful turnaround for the Nivea brand. The Beiersdorf share is about 13.3% below its value at the start of the year and is trading near the analyst’s indicated price level. » More on finanzen.net

Beiersdorf reported stable sales in the third quarter and confirmed the full-year outlook it had cut in the summer, but disappointed with the performance of its Tesa division. The stock fell 4.0 percent as the weakest DAX performer after having reached a high since March on Friday. » More on finanzen.net

After quarterly results, JPMorgan confirms its rating of Beiersdorf at “neutral” and sets the price target at €80. On a group level the result met expectations, while comparable sales in the consumer goods business fell less than expected. The stock traded at €79.88 at 10:06 a.m. (−3.9%) and is down about 13.6% year-to-date 2026; Q4 2026 figures are expected on March 4, 2027. » More on finanzen.net