Jefferies cuts target for Montea stock from EUR 85 to EUR 74

Published on 10/15/2026 at 11:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue was EUR 74.60 million in the second quarter, versus EUR 37.40 million in the first. Montea stock is EUR 64.05 on October 15, 2026, below EUR 78.80.

Target cut and operating figures

Jefferies lowered its target from EUR 85.00 to EUR 74.00 on October 14, 2026.
Second-quarter revenue reached EUR 74.60 million, compared with EUR 37.40 million in the first quarter.
Montea stock trades at EUR 64.05 at 11:13 a.m. CEST at Lang & Schwarz on October 15, 2026.
Results are scheduled for October 29, 2026.

Montea (company), BE0003853703, Illustration mit AI erstellt.

Montea (ISIN BE0003853703) was trading at EUR 64.05 at Lang & Schwarz on October 15, 2026 at 11:13 a.m. CEST. The latest catalyst was a Jefferies target cut published on October 14, 2026, while the analyst retained a Buy rating.

Jefferies lowers its target

According to Markets Insider on October 14, 2026, Jefferies analyst Stephanie Dossmann lowered the target from EUR 85.00 to EUR 74.00 and kept the Buy rating. The report said the European real estate sector could handle debt, but warned that higher-for-longer interest rates could bring another valuation decline.

The target remains EUR 9.95 above the Lang & Schwarz price. That gap is a valuation reference, not a forecast by this article.

Three events shape the timeline

On September 24, 2026, Montea announced EUR 68 million of investments in logistics sites in Antwerp and Frankfurt, including an average net initial yield above 6.50 percent, according to Montea. On October 12, 2026, the company announced two German management appointments with start dates of October 19, 2026 and February 1, 2027, as reported by Ideal Investor. The October 14, 2026 Jefferies target change is the latest of the three events.

What does the operating picture show?

Montea generated EUR 74.60 million of revenue in the second quarter of 2026, compared with EUR 37.40 million in the first quarter. Net income reached EUR 59.75 million in the second quarter, versus EUR 33.90 million in the first quarter, according to Ideal Investor. The figures give the target revision a concrete operating backdrop, although the analyst cited valuation and interest-rate risks rather than a change in reported earnings.

Upcoming dates for investors

The next two dated items are the German appointments on October 19, 2026 and February 1, 2027. Results are scheduled for October 29, 2026, according to InvestPane.

Stock valuation stays the market reference

Montea's market capitalization was EUR 1.5 billion as of October 15, 2026. The 52-week range was EUR 60.90 to EUR 78.80, placing the Lang & Schwarz price EUR 14.75 below the high and EUR 3.15 above the low.

Montea was trading at EUR 64.05 at Lang & Schwarz on October 15, 2026 at 11:13 a.m. CEST.

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