Eos Energy stock falls after Fuzzy Panda issues short report
Investing.com - Bernstein SocGen Group lowered its price target on Coloplast A/S (CSE:COLOB) to DKK760.00 from DKK790.00 on Thursday, while maintaining an Outperform rating on the stock. The healthcare equipment giant, with a market capitalization of $22 billion, currently trades at 34.5 times earnings, according to InvestingPro data.
The price target adjustment follows Coloplast’s Capital Markets Day held on September 2, where the company issued five-year guidance extending to fiscal year 2029/30. Bernstein noted that the company’s guidance implies minimal to no margin expansion at the group level.
The research firm highlighted an apparent disconnect in the guidance, as each of Coloplast’s divisional presentations during the Capital Markets Day indicated margin uplift, contrasting with the flat overall margin guidance.
Bernstein described the current investment case as "unusually murky" but suggested this creates "an attractive and rare opportunity" for investors to build a position in the stock.
The firm pointed out that Coloplast is trading at 24 times one-year forward price-to-earnings ratio, representing a significant discount to its three-year average of 34 times, making the stock "cheap for a high quality asset."
In other recent news, Coloplast has seen mixed analyst opinions regarding its stock price target. Deutsche Bank has lowered its price target for Coloplast to DKK660.00, maintaining a Hold rating. This decision follows the company’s Capital Markets Day, where Coloplast discussed its organic sales growth targets through 2030. On the other hand, RBC Capital has increased its price target for Coloplast to DKK710.00, keeping a Sector Perform rating. RBC’s adjustment comes in anticipation of Coloplast’s upcoming Capital Markets Day, where they expect the company to outline its mid-term financial expectations with an emphasis on innovation. These developments indicate differing analyst perspectives on Coloplast’s future performance.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.