MOL gets US approval for NIS talks. PKO BP lifts target for MOL stock to HUF 6,143

Published on 10/07/2026 at 13:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half operating profit rose 52.81 percent to HUF 393.8 billion. MOL stock costs EUR 13.74 on October 7, 2026 versus EUR 13.83, minus 0.65 percent.

MOL, HU0000153937, Illustration mit AI erstellt.

MOL (ISIN HU0000153937) received further US approval to continue negotiations over a stake in Serbia's NIS on October 1, 2026, according to the Budapest Stock Exchange. The latest analyst action came from PKO BP Securities, which raised its MOL target from HUF 3,612 to HUF 6,143 and upgraded its recommendation from hold to buy on September 9, 2026, as reported by Portfolio.

NIS talks add a live catalyst

The BSE disclosure places the NIS negotiations among MOL's most recent corporate developments. The approval extends the negotiation window, while the transaction still carries regulatory and geopolitical exposure linked to Serbia's energy assets.

For the stock, the analyst reset is material. PKO BP's HUF 6,143 target is 70.05 percent above its former HUF 3,612 target, a larger change than a routine model update. Portfolio also reported that Concorde lifted its target from HUF 4,740 to HUF 5,930 on September 14, 2026, while Patria Finance raised its target from HUF 4,000 to HUF 5,300 later in September.

First-half profit gains momentum

MOL's January to June 2026 net sales reached HUF 4,926.7 billion, up 12.74 percent from HUF 4,370.0 billion in the same period of 2025, according to the Budapest Stock Exchange. Operating profit increased 52.81 percent year over year to HUF 393.8 billion, while profit after tax rose 48.86 percent to HUF 283.5 billion.

The combination of higher operating profit and multiple target increases gives the market a clearer earnings anchor than the NIS negotiations alone. At the same time, the BSE figures show that financial activities produced a HUF 33.6 billion loss in the first half, making operating execution the stronger part of the reported picture.

Stock remains below its recent high

On the Budapest Stock Exchange, MOL traded at HUF 4,980.00 on October 6, 2026. The HUF 2,720.00 to HUF 5,460.00 52-week range puts that quote 8.79 percent below the yearly high, while the average analyst target cited by Investing.com stood at HUF 4,961.30.

MOL's market capitalization was HUF 4.1 trillion as of September 2, 2026. The next earnings date listed by Investing.com is November 6, 2026, giving investors a dated checkpoint for the NIS developments, first-half profitability and target revisions.

Euro quote points lower

MOL stock was trading at EUR 13.74 at Lang & Schwarz on October 7, 2026 at 1:45 p.m. CEST, minus 0.65 percent versus the prior close of EUR 13.83 on October 6, 2026. The further course of trading is shown by the continuously updated real-time quote of MOL stock.