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Danone SA (BN:FP) (DANOY) PT Raised to EUR83 at Morgan Stanley

Thu, 30 Jul 2026 04:51:37 -0400

Morgan Stanley analyst Sarah Simon raised the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR83.00 (from EUR80.00) while maintaining a Overweight rating.

Danone SA (BN:FP) (DANOY) PT Raised to EUR83 at Morgan Stanley

Thu, 30 Jul 2026 04:51:37 -0400

Morgan Stanley analyst Sarah Simon raised the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR83.00 (from EUR80.00) while maintaining a Overweight rating.

Danone SA (BN:FP) (DANOY) PT Raised to EUR83 at Morgan Stanley

Thu, 30 Jul 2026 04:51:37 -0400

Morgan Stanley analyst Sarah Simon raised the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR83.00 (from EUR80.00) while maintaining a Overweight rating.

Danone SA (BN:FP) (DANOY) PT Raised to EUR83 at Morgan Stanley

Thu, 30 Jul 2026 04:51:37 -0400

Morgan Stanley analyst Sarah Simon raised the price target on Danone SA (BN:FP) (OTC: DANOY) to EUR83.00 (from EUR80.00) while maintaining a Overweight rating.

Danone Q2 preview: UBS expects reassuring print to set up stronger second half

Tue, 28 Jul 2026 18:00:00 -0400

UBS told investors in a recent preview note that Danone's upcoming second-quarter results should reassure investors and bode well for the second half, as the drag from an infant-formula recall fades and U.S. performance improves.

Danone reports second-quarter and first-half earnings on July 29.

Analyst Guillaume Delmas forecasts like-for-like sales growth of 3.8%, slightly ahead of the Visible Alpha consensus of 3.7%, describing it as "a marked step-up vs Q1 +2.5%."

UBS attributes the improvement to a smaller headwind from the infant milk formula recall and sequential gains in U.S. essential dairy and plant-based, or EDP.

By division, UBS models Specialised Nutrition

Danone Q2 preview: UBS expects reassuring print to set up stronger second half

Tue, 28 Jul 2026 18:00:00 -0400

Danone reports second-quarter and first-half earnings on July 29.

Analyst Guillaume Delmas forecasts like-for-like sales growth of 3.8%, slightly ahead of the Visible Alpha consensus of 3.7%, describing it as "a marked step-up vs Q1 +2.5%."

UBS attributes the improvement to a smaller headwind from the infant milk formula recall and sequential gains in U.S. essential dairy and plant-based, or EDP.

By division, UBS models Specialised Nutrition

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

The analyst comments: “The next 6-12m, we think, are determined by the balance of China Nutrition slowdown vs. NORAM Dairy acceleration; they are 30% of sales but >50% of 1Q26 LFL. China risks are mounting; Aptamil's formula edge is less differentiating, & Medical Nutrition faces rising (price) competition. US Dairy now looks more constrained by competition than service level issues. Cut FY27E EPS 7%, move to Underperform (PT €62), implying a derate to <14.5x NTM P/E vs ~18x today.

When

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

When

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

When

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

When

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

When

Jefferies Downgrades Danone SA (BN:FP) (DANOY) to Underperform

Wed, 22 Jul 2026 02:47:35 -0400

Jefferies analyst David Hayes downgraded Danone SA (BN:FP) (OTC: DANOY) from Buy to Underperform with a price target of EUR62.00 (from EUR80.00).

When

Danone SA (DANO:FP) (DANOY) PT Raised to EUR83 at Barclays

Tue, 07 Jul 2026 04:47:19 -0400

Barclays analyst Warren Ackerman raised the price target on Danone SA (DANO:FP) (OTC: DANOY) to EUR83.00 (from EUR81.00) while maintaining a Overweight rating.

Danone SA (DANO:FP) (DANOY) PT Raised to EUR83 at Barclays

Tue, 07 Jul 2026 04:47:19 -0400

Barclays analyst Warren Ackerman raised the price target on Danone SA (DANO:FP) (OTC: DANOY) to EUR83.00 (from EUR81.00) while maintaining a Overweight rating.

Danone SA (DANO:FP) (DANOY) PT Raised to EUR83 at Barclays

Tue, 07 Jul 2026 04:47:19 -0400

Barclays analyst Warren Ackerman raised the price target on Danone SA (DANO:FP) (OTC: DANOY) to EUR83.00 (from EUR81.00) while maintaining a Overweight rating.

Danone SA (DANO:FP) (DANOY) PT Raised to EUR83 at Barclays

Tue, 07 Jul 2026 04:47:19 -0400

Barclays analyst Warren Ackerman raised the price target on Danone SA (DANO:FP) (OTC: DANOY) to EUR83.00 (from EUR81.00) while maintaining a Overweight rating.

Danone SA (BN:FP) (DANOY) PT Raised to EUR63 at Deutsche Bank

Fri, 03 Jul 2026 03:06:09 -0400