JPMorgan cuts Euronext stock rating to Neutral, PT steady at EUR143

Published 19/05/2025, 08:12
JPMorgan cuts Euronext stock rating to Neutral, PT steady at EUR143

On Monday, JPMorgan analysts downgraded Euronext NV (EPA:ENX:FP) (OTC:EUXTF) stock from Overweight to Neutral while maintaining a price target of EUR 143.00. The revision follows the company’s first-quarter results, which prompted JPMorgan to update its model and reduce its earnings per share (EPS) estimates for 2025-2027 by approximately 2%.

Euronext’s share price has seen significant growth since the beginning of 2024, with an approximate 80% rally and a sharp 35% increase year-to-date. This performance has positioned Euronext as one of the top performers within JPMorgan’s coverage. Despite this success, JPMorgan believes that the current stock valuation, trading at an all-time high multiple of 20 times the forecasted FY26 earnings, already reflects the company’s positive outlook.

The analysts at JPMorgan acknowledge Euronext’s efforts to integrate its business operations and achieve synergies effectively. They also recognize the potential growth opportunities for Euronext, such as the migration of settlement, increased clearing revenues, the secular growth prospects for MTS, and the potential benefits from the European Commission’s Savings and Investments Union proposals. However, they anticipate that some of these growth drivers may take time to have a material impact.

Euronext has been praised for its diversified business mix and numerous growth initiatives. The company’s strong performance is expected to continue, but JPMorgan suggests that the current market expectations and the stock’s valuation already take this into account.

In light of these considerations, JPMorgan has adjusted its stance on Euronext stock, signaling a more cautious outlook despite the company’s strong fundamentals and future growth potential. The price target of EUR 143.00 remains unchanged, indicating that while the stock’s current price may be fair, there is limited upside from the present levels according to JPMorgan’s assessment.

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