Danone, FR0000120644

Bernstein kept a Buy rating for Danone stock at EUR 92.00

Published on 10/12/2026 at 10:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half sales rose 3.50 percent like-for-like in 2026. Danone stock costs EUR 59.13 on October 12, 2026 versus EUR 58.68 Xetra close.

Key points in brief

Bernstein kept its Buy rating for Danone and set a EUR 92.00 price target on October 9, 2026.
Danone's first-half 2026 like-for-like sales grew 3.50 percent, while full-year guidance remains 3.00-5.00 percent.
Danone stock was at EUR 59.13 at Lang & Schwarz on October 12, 2026, 0.77 percent above the EUR 58.68 Xetra close of October 9, 2026.
Danone is scheduled to publish third-quarter 2026 sales on October 28, 2026.

Pop-Art-Comic einer Milchfabrik mit Fließband, fröhlichen Arbeitern und Halbtonpunkten — Pop-Art-Comic illustriert die Milchproduktion von Danone S.A. FR0000120644 mit bunten fröhlichen Fabrikarbeitern, Illustration mit AI erstellt.

Danone (ISIN FR0000120644) had its Buy rating maintained by Bernstein at a EUR 92.00 price target in a note dated October 9, 2026, according to Markets Insider. Danone stock was at EUR 59.13 at Lang & Schwarz on October 12, 2026 at 10:38 a.m. CEST, 0.77 percent above the Xetra close of October 9, 2026 at EUR 58.68.

Three dates shape the story

On August 1, 2026, Danone and Arcor completed an Argentine joint venture in which Danone holds 50 percent, according to GlobeNewswire. On September 4, 2026, Danone completed its acquisition of Huel, which entered the consolidated accounts from September 1, 2026, the same release said.

On October 9, 2026, Bernstein kept its Buy rating and set the EUR 92.00 target, according to Markets Insider. The sequence shows Danone combining portfolio expansion with a rating that values the shares above the current euro quotation.

What does the target imply?

Bernstein's EUR 92.00 target lies 55.59 percent above the EUR 59.13 Lang & Schwarz price, using both values in euros. The comparison is substantial, but it remains an analyst valuation rather than a company forecast.

Sales growth before October 28

Danone reported first-half 2026 like-for-like sales growth of 3.50 percent, including 1.70 percent from volume and mix and 1.80 percent from price, in the October 1 release carried by GlobeNewswire. Second-quarter 2026 sales reached EUR 7.215 billion and grew 4.20 percent like-for-like, giving the upcoming report a measurable operating benchmark.

Danone's fiscal 2026 guidance calls for like-for-like sales growth of 3.00 percent to 5.00 percent, with recurring operating income growing faster than sales. The next disclosed operating date is October 28, 2026, when Danone is scheduled to publish third-quarter sales, according to Danone.

Stock holds above the Xetra close

Danone stock was trading at EUR 59.13 at Lang & Schwarz on October 12, 2026 at 10:38 a.m. CEST, up EUR 0.45 or 0.77 percent versus the Xetra close of October 9, 2026 at EUR 58.68. The 52-week range for the BSN.DE quotation was EUR 57.30 to EUR 79.90 as of October 12, 2026, placing the current euro price EUR 1.83 above the yearly low.

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