ACS wins Sellafield contract: ACS stock gains 3.51 percent

Published on 10/02/2026 at 17:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oddo BHF sets a EUR 111.00 target on October 2, 2026. ACS stock costs EUR 94.95 on October 2, 2026 after EUR 91.73, plus 3.51 percent.

Schwarzweiß-Dokumentarfoto von Bauarbeitern und schwerem Baugerät auf Großbaustelle — Schwarzweiß-Reportage dokumentiert Baustellenalltag: ACS Actividades de Construcción y Servicios S.A. (ES0167050915) im dokumentarischen Baustellen-Baustil, Illustration mit AI erstellt.

ACS (ISIN ES0167050915) was trading at EUR 94.95 at Lang & Schwarz on October 2, 2026 at 4:44 p.m. CEST, up 3.51 percent from the EUR 91.73 prior close. The move followed Hochtief's Sellafield contract and a new Oddo BHF Overweight recommendation, as El Nacional reported on October 2, 2026.

Sellafield adds a major contract

ACS said on September 30, 2026 that Hochtief had been identified for a long-term framework supporting the operation, maintenance and development of Sellafield, the United Kingdom's largest and most complex nuclear site.

The contract value was reported at EUR 1.75 billion, or GBP 1.50 billion, with the work covering a strategically important nuclear infrastructure market. The value gives the latest contract announcement more weight than a routine construction award because the framework can support activity over an extended period.

Oddo BHF sees a EUR 111.00 target

XTB reported on October 2, 2026 that Oddo BHF began coverage with an Overweight rating and a EUR 111.00 price target. That target is 16.87 percent above the Lang & Schwarz price of EUR 94.95.

The latest operating figures provide a second basis for the market reaction. In the first half of 2026, ACS reported operational net profit of EUR 510.00 million, up 30.00 percent year over year, while sales increased 12.00 percent on an exchange-rate-adjusted basis to EUR 26.20 billion, according to Yahoo Finance.

Backlog supports the November test

ACS entered the second half of 2026 with a backlog of EUR 105.90 billion, up 21.00 percent on a comparable basis, and raised its 2026 operational net profit outlook to 30.00 percent to 35.00 percent growth, or as much as EUR 1.15 billion.

The next major test arrives on November 12, 2026, when ACS plans to present third-quarter results and hold its Capital Markets Day, per the company's agenda on ACS. Management is expected to use the event to explain how digital infrastructure, Turner and nuclear projects can translate the backlog into higher margins.

Stock remains below its yearly high

ACS has a market capitalization of EUR 25.2 billion as of October 2, 2026. Its BME 52-week range is EUR 69.35 to EUR 141.20, leaving the Lang & Schwarz price 32.75 percent below the yearly high.

At Lang & Schwarz, ACS was trading at EUR 94.95 on October 2, 2026 at 4:44 p.m. CEST, plus 3.51 percent versus the EUR 91.73 prior close of October 1, 2026. The further course of trading is shown by the continuously updated real-time quote of ACS stock.