Morgan Stanley set EUR 12.90 target for Lotus Bakeries stock
Published on 10/14/2026 at 10:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst target and capacity spending
- Morgan Stanley set a EUR 12.90 target with Equal Weight on October 9, 2026.
- First-half 2026 revenue rose 14.00 percent to EUR 749.09 million.
- Lotus Bakeries stock traded at EUR 12,920.00 at 10:38 a.m. CEST on October 14, 2026, 2.06 percent above the Xetra close of October 13, 2026.
Morgan Stanley set a EUR 12.90 price target for Lotus Bakeries stock and initiated coverage with an Equal Weight rating on October 9, 2026, according to Markets Insider. The firm said the growth outlook was already reflected in the shares.
Three milestones shape the story
On May 12, 2026, Lotus Bakeries approved a gross dividend of EUR 90.00 per share for fiscal year 2025, according to StoxEurope. On August 7, 2026, first-half revenue reached EUR 749.09 million, up 14.00 percent year over year, while the operating result was EUR 130.20 million, the same source reported.
The October 9 Morgan Stanley note supplied the latest dated event, with its EUR 12.90 target and Equal Weight view. That target is below the current Lang & Schwarz quote, so the rating adds a valuation counterweight to the strong operating figures.
What does capacity spending change?
Lotus Bakeries plans at least EUR 500.00 million of additional Biscoff capacity across Belgium, Thailand and the United States through 2030, Simply Wall St reported on October 14, 2026. The investment gives the 14.00 percent first-half revenue increase an operational link, while the capital burden makes margin execution important.
StoxEurope reported a first-half 2026 operating margin of 17.40 percent and a fiscal year 2025 margin of 16.80 percent. The 0.60 percentage-point difference shows that the expansion case depends on converting added production into profitable volume rather than relying only on sales growth.
Stock trades above the Xetra close
Lotus Bakeries was trading at EUR 12,920.00 at Lang & Schwarz on October 14, 2026 at 10:38 a.m. CEST, 2.06 percent above the Xetra close of October 13, 2026 at EUR 12,660.00. The current quote sits inside the EUR 7,270.00 to EUR 13,200.00 52-week range and leaves the stock EUR 280.00 below its yearly high.
The market capitalization was EUR 10.5 billion as of October 14, 2026, while the stock was listed on Euronext Brussels under ticker LOTB.BR. The further course of trading is shown by the continuously updated real-time quote of Lotus Bakeries stock.
Lotus Bakeries key facts
- Company: Lotus Bakeries N.V.
- ISIN: BE0003604155
- Ticker: LOTB.BR
- Primary exchange: Euronext Brussels
- Price Lang & Schwarz (as of October 14, 2026, 10:38 a.m. CEST): EUR 12,920.00
- Change versus Xetra close: plus 2.06 percent
- Xetra close (October 13, 2026): EUR 12,660.00
- Market capitalization: EUR 10.5 billion (as of October 14, 2026)
- 52-week range: EUR 7,270.00-EUR 13,200.00 (as of October 14, 2026)
- Sector / Industry: Consumer Staples
Market context: Market report Euro Stoxx 50.
