Lotus Bakeries stock holds EUR 12,500 as Jefferies sets EUR 15,000 target

Published on 09/25/2026 at 15:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Biscoff represented 59 percent of revenue and growth exceeded 20 percent in the first half of 2026. The company is investing more than EUR 500 million in capacity.

Trading-Floor mit großen Bildschirmen und Konsumgüter-Aktiencharts in Brüssel — Börsen-Editorialfoto vom Trading-Floor in Brüssel begleitet die Aktienkursentwicklung von Lotus Bakeries NV BE0003604155, Illustration mit AI erstellt.

Lotus Bakeries stock (ISIN BE0003604155) was trading at EUR 12,500 on Euronext Brussels on September 25, 2026 at 3:31 p.m. CEST, up EUR 40 or 0.32 percent from the previous close. The latest analyst catalyst came on September 21, when Jefferies initiated coverage with a Buy rating and a EUR 15,000 price target, as Investing.com reported.

Jefferies sees 20 percent growth

The EUR 15,000 target stands 20.00 percent above the EUR 12,500 share price. Jefferies said Biscoff revenue growth accelerated from a 15 percent 10-year compound annual growth rate to more than 20 percent in the first half of 2026, according to the September 21 report by Investing.com.

Biscoff accounted for 59 percent of Lotus Bakeries revenue, while household penetration in the United States doubled to 10 percent in three years. The Natural Foods segment represented 25 percent of revenue and delivered a 17 percent revenue compound annual growth rate over the past decade, the same report said.

Capacity investment raises the stakes

Lotus Bakeries is undertaking a capacity expansion program exceeding EUR 500 million to support mid-teens demand growth, according to Investing.com. The program adds an operating dimension to the valuation debate because production capacity must keep pace with the brand's international expansion.

The partnership with Mondel?z covers co-branded products and expansion into markets including India and Brazil. Mondel?z expects the Biscoff platform to generate more than USD 300 million in fiscal 2026 revenue, with potential to reach USD 500 million to USD 1 billion in coming years, the report stated.

Stock remains below yearly high

At EUR 12,500 on September 25, 2026, the stock was 5.30 percent below its 52-week high of EUR 13,200 and 72.08 percent above its 52-week low of EUR 7,270. Lotus Bakeries had a market capitalization of EUR 10,160,475,000 and trading volume of 222 shares at the same intraday snapshot.