Stora Enso stock gets a higher target from Jefferies

Published on 09/28/2026 at 12:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Stora Enso stock stood at EUR 10.44 on September 25, 2026, after a 0.71 percent daily decline. Second-quarter adjusted EBIT rose 27 percent to EUR 160.0 million.

Stora Enso, FI0009005961, Illustration mit AI erstellt.

Stora Enso stock stood at EUR 10.44 on Nasdaq Helsinki on September 25, 2026, after a 0.71 percent daily decline. The fresh analyst signal came from Jefferies, which raised its price target to EUR 12.50 from EUR 12.15 on September 22, 2026, while reiterating a Buy rating.

Jefferies raises the target

According to MarketScreener on September 22, 2026, Jefferies lifted the target from EUR 12.15 to EUR 12.50 and maintained its Buy recommendation. The new target is 19.79 percent above the September 25 reference price, creating a clear valuation gap without changing the current market direction.

The analyst move follows a quarter in which Stora Enso showed measurable operational improvement. In its Q2 FY2026 earnings call dated July 23, 2026, Yahoo Finance reported that second-quarter sales were stable at EUR 2.4 billion and adjusted EBIT increased 27 percent to EUR 160.0 million.

Margins improve despite pressure

The earnings call linked the improvement to operational actions, higher volumes and progress at the Oulu consumer board line. Consumer packaging adjusted EBIT increased by EUR 42.0 million in the quarter, while biomaterials adjusted EBIT rose by EUR 23.0 million.

The counterweight is visible in the same Q2 discussion. Lower external wood prices in Sweden, adverse foreign exchange movements and higher logistics, energy and chemical costs continued to weigh on performance. Management also said Central European sawlog costs increased 7 percent year over year in the second quarter, keeping pressure on the wood-products business.

Stock remains below its yearly high

On Nasdaq Helsinki, the reference price of EUR 10.44 on September 25, 2026, was 14.88 percent below the 52-week high of EUR 12.26 and 22.82 percent above the low of EUR 8.50. The session change was -0.71 percent, with volume of 1,210,000 shares and market capitalization of EUR 8.2 billion.