Lotus Bakeries stock gains new analyst support with Jefferies Buy call

Published on 09/21/2026 at 12:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lotus Bakeries stock receives a Buy rating and a EUR 15,000 price target from Jefferies as of September 21, 2026, highlighting its growth profile. Recent half-year figures show continued expansion of the Biscoff franchise and solid profitability.

Industrielle Keksfabrik mit Förderband voller karamellisierter runder Kekse — Fotorealistische Produktionshalle zeigt Lotus Bakeries NV BE0003604155 bei der Herstellung karamellisierter Kekse auf Förderbändern, Illustration mit AI erstellt.

Lotus Bakeries stock (ISIN BE0003604155) is drawing fresh attention after Jefferies initiated coverage with a Buy rating and a price target of EUR 15,000 on September 21, 2026, underscoring the group’s positioning as a fast-growing consumer brand player according to TipRanks.

Jefferies starts coverage with EUR 15,000 target

According to TipRanks on September 21, 2026, Jefferies describes Lotus Bakeries as one of Europe’s fastest-growing consumer compounders and highlights the global scaling of the Biscoff cookie brand as a central investment thesis.

Jefferies’ EUR 15,000 price target, set in euros and referring to the primary listing in Brussels, implies upside from recent trading levels, positioning Lotus Bakeries stock as a play on premium snacking and brand-led international expansion according to Dow Jones Newswires via TradingView.

Recent results show growth and profitability

In its most recent half-year report for the first half of 2026, Lotus Bakeries reported revenue growth and solid profitability from its core brands, with Biscoff again the main driver of top-line expansion as outlined on the company’s investor relations site Lotus Bakeries.

For 2026 half-year results, Lotus Bakeries reported that group revenue increased compared with the prior-year period and that operating profit margins remained robust, reflecting disciplined pricing and mix management in its branded biscuits and snacking portfolio according to Lotus Bakeries.

The half-year 2026 figures confirm that international Biscoff sales grew faster than the overall group, widening the brand’s contribution to revenue versus the prior year and underscoring why Jefferies frames Lotus Bakeries as a consumer compounder that compounds growth through brand extension and geographic rollout, as described by TipRanks.

Stock price and market context

On its primary listing on Euronext Brussels, Lotus Bakeries stock recently traded at a level below the new EUR 15,000 Jefferies price target, with the shares’ latest closing price in September 2026 standing within a 52-week trading range that reflects the rerating of European consumer staples over the past year based on data from Morningstar.

Per the same overview from Morningstar, Lotus Bakeries’ market capitalization, based on its recent share price and shares outstanding as of September 2026, places the company firmly in the mid-cap bracket among European consumer staples, with the stock trading between its 52-week high and 52-week low in a range that reflects both valuation support and sensitivity to broader sector sentiment.

Stock level and investor takeaway

As of the latest completed trading day in September 2026 on Euronext Brussels, Lotus Bakeries stock closed in euros at a level below Jefferies’ EUR 15,000 price target, giving investors a quantified reference point between the current price and the analyst’s long-term valuation view based on trading data from Morningstar.