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Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

The analyst comments: “We resume coverage on Accor with an Equal-weight rating and €51 price target: We think the shares are cheap but see the investment case as well balanced here. Positives: (1) The recently confirmed €975m Essendi disposal moves Accor closer to an asset light model, with its Managed & Franchised division now 80% of EBITDA and running at a 66% margin and 90% unlevered FCF conversion. (2) Accor is set to return €1bn to shareholders in

Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

Morgan Stanley Resumes Accor SA (AC:FP) (ACCYY) at Equalweight

Mon, 27 Jul 2026 01:18:46 -0400

Morgan Stanley analyst Jamie Rollo resumes coverage on Accor SA (AC:FP) (OTC: ACCYY) with a Equalweight rating and a price target of EUR51.00.

Barclays flags potential winner from Iran peace scenario

Fri, 26 Jun 2026 06:00:00 -0400

Barclays raised its price target on this French hospitality company to €62 from €53 and kept its “overweight” rating, citing better-than-expected revenue per available room data in the Middle East and a "path to peace."

Barclays described Accor as a "Peace Winner" in the report. The bank raised its 2026 EBITDA estimate by 1.5% to €1,276 million and its earnings-per-share estimate by 3.0% to €2.17.

The brokerage forecasts second-quarter revenue per available room, or RevPAR, growth of 0.2% for Accor, in line with its STR tracker.

By region, Barclays expects 0.8% growth in Europe, the Middle East, Africa and Asia Pacific

Barclays flags potential winner from Iran peace scenario

Fri, 26 Jun 2026 06:00:00 -0400

Barclays described Accor as a "Peace Winner" in the report. The bank raised its 2026 EBITDA estimate by 1.5% to €1,276 million and its earnings-per-share estimate by 3.0% to €2.17.

The brokerage forecasts second-quarter revenue per available room, or RevPAR, growth of 0.2% for Accor, in line with its STR tracker.

By region, Barclays expects 0.8% growth in Europe, the Middle East, Africa and Asia Pacific

Jefferies Downgrades Accor SA (AC:FP) (ACCYY) to Hold

Fri, 26 Jun 2026 02:49:38 -0400

Jefferies analyst Simon Lechipre downgraded Accor SA (AC:FP) (OTC: ACCYY) from Buy to Hold with a price target of EUR52.00 (from EUR55.00).

The analyst comments: “We downgrade Accor to Hold and reduce our PT to €52 (from €55). While a rapid recovery in the Middle East (~12% of rooms revenue) is likely, it appears largely priced into consensus expectations. More importantly, our analysis highlights the underperformance in the core M&F business, which together with the higher risk profile relative to peers leave little scope for a re-rating on 22.7x NTM P/E.