Holcim stock faces a CHF 73.50 Jefferies target

Published on 10/05/2026 at 20:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Holcim stock carries a Moderate Buy consensus from 21 analysts, while Jefferies kept Hold on October 2. H1 recurring EBIT rose 11.5 percent.

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Holcim (ISIN CH0012214059) was last at CHF 64.94 on the SIX Swiss Exchange at 5:30 p.m. CET on October 5, 2026, up 0.43 percent from CHF 64.66. Markets Insider reported that Jefferies maintained a Hold rating on October 2 and set a CHF 73.50 price target. The target lies 13.2 percent above the October 5 price.

Jefferies target stays above price

The analyst view gives Holcim shares a defined valuation checkpoint after a difficult market stretch. Jefferies target of CHF 73.50 compares with CHF 64.94 on October 5, while the 52-week range runs from CHF 60.10 to CHF 82.54.

The broader analyst picture is more constructive than the single-house rating. MarketScreener lists a Moderate Buy consensus from 21 analysts, with an average target of CHF 82.39, a high target of CHF 93.00 and a low target of CHF 63.00.

H1 growth supports guidance

Holcim entered the second half with operating momentum. In the H1 2026 earnings call dated July 31, Yahoo Finance reported organic net sales growth of 5.2 percent and recurring EBIT growth of 11.5 percent in the first half. In the second quarter, the comparable figures were 6.4 percent and 13.1 percent.

The company also upgraded its 2026 targets to 5 percent organic net sales growth and 10 percent organic recurring EBIT growth, according to Yahoo Finance. Management also cited positive price over cost for the 17th consecutive quarter, a sign that pricing and cost discipline remain central to the margin story.

Stock remains below yearly high

Holcim's October 5 trading range was CHF 64.58 to CHF 65.64, with volume of 1,150,922 shares. The stock was 21.3 percent below its 52-week high of CHF 82.54, leaving the analyst targets as the key market test for the upgraded operating outlook.