Goldman Sachs downgrades Icade stock to Sell on Paris office market concerns

Published 10/07/2025, 08:18
Goldman Sachs downgrades Icade stock to Sell on Paris office market concerns

Investing.com - Goldman Sachs downgraded Icade (EPA:ICAD) stock rating to Sell from Neutral on Thursday, while lowering its price target to EUR18.00 from EUR19.00, citing deteriorating conditions in the Paris office market.

The investment bank’s new price target implies approximately 15% downside potential for the French property company, compared to an average 9% upside for other stocks in Goldman’s coverage universe.

Goldman Sachs identified three key factors behind the downgrade: sluggish French macroeconomic conditions, a weakening Paris office market characterized by higher supply and weakening demand, and risks posed by Icade’s lease expiry profile that could lead to higher vacancy rates.

The bank revised its 2025-2029 earnings per share estimates for Icade downward by 6% to 0%, based on higher vacancy and lower net rental income margin assumptions.

Despite Icade shares outperforming Goldman’s coverage universe by approximately 8% over the past three months, the bank noted that the stock trades at a 16.6% 2025 estimated earnings yield, which remains below historical highs reached by companies with high vacancy rates during the COVID-19 period.

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