UBS cuts Safran target to EUR 350: Safran stock is 14.31 percent below its high

Published on 10/15/2026 at 09:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Safran reported EUR 17.60 billion revenue in H1 2026, up 19.00 percent. Safran stock costs EUR 314.05 on October 15, 2026, below EUR 366.50.

Signals from the latest update

UBS lowered its Safran target from EUR 370.00 to EUR 350.00 on October 7, 2026.
First-half 2026 revenue reached EUR 17.60 billion, up 19.00 percent year over year.
Safran stock trades at EUR 314.05 at 9:39 a.m. CEST at Lang & Schwarz on October 15, 2026, with a 14.31 percent gap to its yearly high.

Multiple trading monitors with CAC 40 and EURONEXT tickers and aerospace sector index charts — Safran FR0000073272 editorial trading screens showing CAC 40 and EURONEXT aerospace sector index charts, Illustration mit AI erstellt.

Safran stock (ISIN FR0000073272) was trading at EUR 314.05 at Lang & Schwarz on October 15, 2026 at 9:39 a.m. CEST, placing the price 14.31 percent below its 52-week high of EUR 366.50. The latest analyst move came from UBS, which cut its Safran target from EUR 370.00 to EUR 350.00 on October 7, 2026, while keeping a neutral rating, as Ideal Investisseur reported.

Results provide the operating backdrop

Safran's first-half 2026 revenue reached EUR 17.60 billion, an increase of 19.00 percent from the year-earlier period. Recurring operating income rose 29.00 percent to EUR 3.20 billion, producing an 18.40 percent operating margin. Free cash flow increased 43.00 percent to EUR 2.60 billion, according to the Yahoo Finance transcript dated July 28, 2026.

The same transcript said Safran raised its 2026 outlook, with revenue expected above EUR 36.00 billion and recurring operating income guidance improved by EUR 300.00 million at the midpoint. That combination gives the analyst target cut a specific counterweight: operating execution remains stronger than the valuation signal implied by UBS.

Three dated steps shape the story

On July 28, 2026, Safran reported EUR 17.60 billion of first-half revenue and EUR 3.20 billion of recurring operating income. On September 18, 2026, the group announced a EUR 375.00 million share buyback program, as reported by Ideal Investisseur. On October 7, 2026, UBS lowered its target to EUR 350.00 from EUR 370.00.

What dates matter next?

Safran's next listed event is third-quarter 2026 revenue on October 23, 2026. The company calendar also lists fiscal 2026 results for February 9, 2027, according to Safran's Safran finance page.

Price remains below the yearly high

Safran's valuation now sits between a reduced UBS target of EUR 350.00 and the 52-week high of EUR 366.50. The market will receive the next operating data before either reference point becomes more informative.

Safran was trading at EUR 314.05 at Lang & Schwarz on October 15, 2026 at 9:39 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Safran stock.