Bernstein keeps EUR 65.00 target for Arkema stock

Published on 10/20/2026 at 20:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arkema reported EUR 2.43 billion revenue in second-quarter 2026, up 1.30 percent year over year. Arkema stock costs EUR 55.28 on October 20, 2026.

Analyst target and results

Bernstein maintained a EUR 65.00 target for Arkema on October 14, 2026.
Second-quarter 2026 revenue rose 1.30 percent to EUR 2.43 billion, while EBITDA reached EUR 390.90 million.
Arkema stock costs EUR 55.28 at Lang & Schwarz on October 20, 2026 at 8:48 p.m. CEST.
Arkema is scheduled to release third-quarter 2026 results on November 4, 2026.

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Arkema (FR0010313833) has a EUR 65.00 target from Bernstein, which maintained its Hold rating on October 14, 2026, according to Markets Insider. Arkema stock was trading at EUR 55.28 at Lang & Schwarz on October 20, 2026 at 8:48 p.m. CEST.

Second-quarter revenue reached EUR 2.43 billion

The latest operating figures point to modest top-line growth and stronger earnings conversion. Arkema reported second-quarter 2026 revenue of EUR 2.43 billion, up 1.30 percent from the same quarter a year earlier, while EBITDA reached EUR 390.90 million and the EBITDA margin was 16.10 percent, according to Ideal Investisseur.

Valuation remains the central question

The EUR 65.00 target stands 17.55 percent above the Lang & Schwarz price, calculated from the October 20, 2026 quote. That gap gives the analyst view more weight than the modest revenue increase, but Bernstein's Hold rating keeps the message cautious rather than directional.

Arkema has a November reporting date

Arkema is scheduled to release its third-quarter 2026 results on November 4, 2026, according to MarketScreener. That release will put the second-quarter margin and the full-year operating trajectory into a new reporting frame.

Airbus traded at EUR 193.58 on October 20, 2026, down 0.39 percent, with a market capitalization of EUR 153.2 billion and a price-to-earnings ratio of 25.78. BASF traded at EUR 52.63 on the same date, down 0.08 percent, with a market capitalization of EUR 45.4 billion and a price-to-earnings ratio of 7.91.

Arkema stock stays tied to the target gap

For investors, the next test is whether the November results can reinforce the earnings profile behind the EUR 65.00 valuation. The current quote remains below that target while second-quarter revenue growth was 1.30 percent.

Arkema stock was trading at EUR 55.28 at Lang & Schwarz on October 20, 2026 at 8:48 p.m. CEST.

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