Opus Global stock keeps a 560 HUF analyst target

Published on 10/07/2026 at 13:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Opus Global stock carries H1 2026 operating income of HUF 212.0 billion, down 9.3 percent. Net profit fell 23.2 percent to HUF 16.3 billion as energy led the portfolio.

Opus Global, HU0000110226, Illustration mit AI erstellt.

Opus Global (HU0000110226) was trading at HUF 263.50 on the Budapest Stock Exchange on October 7, 2026 at 1:36 p.m. CEST, down 1.68 percent from HUF 268. The latest analyst signal is more constructive: Portfolio reported on October 5, 2026 that MBH Bank kept its Buy rating and 560 HUF one-year target.

560 HUF target meets weaker results

The target is more than twice the market price cited in the analyst report, while the October 7 quotation places the stock 54.33 percent below 578 HUF, its 52-week high. The same price data show a 52-week low of HUF 232, daily volume of 99,947 shares and market capitalization of HUF 139.1 billion.

The valuation case therefore depends on operating recovery rather than on the latest earnings trend alone. MBH highlighted energy as the group's main earnings engine and identified construction as the area with the greatest risk, according to Portfolio.

Energy offsets construction pressure

Opus Global generated HUF 212.0 billion of operating income in the first half of 2026, down 9.3 percent from HUF 233.6 billion a year earlier. EBITDA declined 18.6 percent to HUF 45.7 billion, while the EBITDA margin narrowed from 24.0 percent to 21.5 percent, according to Portfolio in its September 30, 2026 report.

Net profit fell 23.2 percent to HUF 16.3 billion in H1 2026, compared with HUF 21.2 billion in H1 2025. The result was uneven across divisions: energy remained the largest profit contributor, tourism improved, and food returned to positive operating earnings, while construction revenue fell 52.5 percent to HUF 37.85 billion, according to the same company-results coverage from Portfolio.

December report is the next checkpoint

Opus Global's investor-relations calendar lists publication of the 2026 third-quarter report for December 15, 2026. That date gives the market a defined test for whether the second-quarter improvement in several divisions can offset the construction shortfall, while the 560 HUF target leaves the analyst case tied to execution.

Opus Global stock trades below yearly high

At HUF 263.50 on Budapest on October 7, 2026 at 1:36 p.m. CEST, the stock remained above its HUF 232 52-week low and below its HUF 578 high. The next earnings date is December 15, 2026.