Morgan Stanley cuts target for Arkema stock from EUR 62 to EUR 60

Published on 10/13/2026 at 00:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached EUR 2.40 billion and EBITDA EUR 391.00 million. Arkema stock was last at EUR 54.18 on October 12, 2026 after Xetra close EUR 54.30.

Key points in brief

Morgan Stanley cut Arkema's target from EUR 62.00 to EUR 60.00 on October 12, 2026.
Arkema's second-quarter 2026 revenue was EUR 2.40 billion and EBITDA was EUR 391.00 million.
The latest Lang & Schwarz price was EUR 54.18 on October 12, 2026, versus the Xetra close of EUR 54.30.
Arkema will publish third-quarter 2026 results on November 5, 2026.

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Morgan Stanley cut its Arkema target from EUR 62.00 to EUR 60.00 on October 12, 2026, according to Ideal Investisseur. The change leaves the analyst view at equal-weight and puts the target EUR 5.82 above the latest Lang & Schwarz price of EUR 54.18.

Target cut meets weak demand

The target reduction adds a valuation counterweight to Arkema's operating progress. The same October 12 analyst summary gives a median target of EUR 62.00, while the revised EUR 60.00 target remains above the latest euro quotation.

Arkema's second-quarter 2026 revenue reached EUR 2.40 billion, while EBITDA rose 7.00 percent year over year to EUR 391.00 million, according to the Yahoo Finance transcript dated September 19, 2026. Adjusted net income was EUR 129.00 million, or EUR 1.70 per share, in the same quarter.

Battery investment reaches EUR 10 million

Arkema announced a EUR 10.00 million expansion of its global battery research center on October 1, 2026, as reported on the company's investor relations page. The project is designed to triple the center's capacity and supports the company's shift toward specialty materials.

On October 8, 2026, Arkema inaugurated a new acrylic acid purification unit at its Carling site, also listed on the Arkema investor relations page. The unit gives the company a concrete operating milestone while the analyst view points to demand resilience and input-cost pressure as valuation constraints.

What comes next for earnings?

Arkema is scheduled to publish third-quarter 2026 results on November 5, 2026, a date reported by TradingSat. Jefferies expected third-quarter EBITDA of EUR 334.00 million in its October 2 note, compared with the EUR 391.00 million reported for the second quarter.

Arkema stock stays below its high

Arkema was last at EUR 54.18 at Lang & Schwarz on October 12, 2026 at 11:00 p.m. CEST, versus the Xetra close of EUR 54.30 on October 12, 2026. The primary listing is Euronext Paris, where the finance quote showed EUR 54.30 on October 12, 2026, while the 52-week range was EUR 48.30 to EUR 67.05.

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