Bank of America raises target for Thales stock to EUR 315.00

Published on 10/14/2026 at 16:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half 2026 revenue rose 6.70 percent. Thales stock costs EUR 225.40 on October 14, 2026, plus 2.08 percent versus the Euronext close.

Analyst target and reporting date

Bank of America lifted its Thales target to EUR 315.00 on October 13, 2026.
First-half 2026 revenue rose 6.70 percent to EUR 10.90 billion.
Thales stock costs EUR 225.40 at Lang & Schwarz on October 14, 2026 at 4:13 p.m. CEST, plus 2.08 percent versus the Euronext close of October 13, 2026.
Thales is scheduled to report on October 22, 2026.

Flatlay mit Aktienzertifikat, ISIN-Karte, Leiterplatte und Fliegerkopfhörer auf Holztisch — Flatlay-Arrangement mit Aktienzertifikat und ISIN-Karte FR0000121329 repräsentiert Thales S.A. anhand technischer Branchenutensilien, Illustration mit AI erstellt.

Bank of America raised its Thales target from EUR 312.00 to EUR 315.00 and maintained its buy recommendation on October 13, 2026, according to Le Revenu. The target is 39.75 percent above the EUR 225.40 quote at Lang & Schwarz. Thales stock was trading at EUR 225.40 at Lang & Schwarz on October 14, 2026 at 4:13 p.m. CEST, plus 2.08 percent versus the Euronext Paris close of October 13, 2026 at EUR 220.80.

Revenue reaches EUR 10.90 billion

Thales reported first-half 2026 revenue of EUR 10.90 billion, up 6.70 percent from the first half of 2025, while net income fell 27.00 percent to EUR 485.00 million. The figures were summarized by Simply Wall St after the results release.

The combination matters for the stock calculation: sales growth remains positive, but the earnings line was weaker in the same reported period. Bank of America also sees 12.00 percent medium-term organic growth in defense, led by missiles, air defense and electronics, according to Le Revenu.

Stock stays below yearly high

The Lang & Schwarz quote sits EUR 48.80 below the 52-week high of EUR 274.20 and EUR 13.50 above the 52-week low of EUR 211.90. That places the price 17.80 percent below the high and 6.37 percent above the low, using the market range dated October 14, 2026.

Thales had a market capitalization of EUR 46.3 billion on October 14, 2026. Its price-to-earnings ratio was 31.07, while the trailing dividend yield was 1.80 percent, according to the current market figures published by Investing.com.

Valuation and December dividend

The next scheduled earnings date is October 22, 2026, as listed by Investing.com. A separate dividend update reported an interim payment of EUR 1.05 per share, with the ex-dividend date set for December 2, 2026 and payment on December 4, 2026, according to Ideal Investor.

Price and daily comparison

Thales trades on Euronext Paris under ticker HO.PA in the Industrials sector and Aerospace and Defense industry. The current quote is above the October 13, 2026 Euronext close, while the stock remains below its 52-week high and above its 52-week low.

The bid was EUR 225.30 and the ask EUR 225.50 at Lang & Schwarz on October 14, 2026 at 4:13 p.m. CEST. The price data provide an intraday snapshot rather than an official closing level for October 14, 2026.

The further course of trading is shown by the continuously updated real-time quote of Thales stock.