Givaudan's fair value estimate has risen from CHF 3,468.45 to CHF 3,604.81, about 4.0%, as revenue growth forecasts were revised from 3.87% to 5.65%. Price targets range from CHF 2,886 (Bernstein, Underperform) to CHF 3,850 (Barclays, upgraded to Overweight in October 2026). Deutsche Bank, J.P. Morgan and Barclays are bullish, citing Givaudan's position in fragrances and flavours. Jefferies moved to Hold and cut its target to CHF 3,030, and Bernstein also sees risk, pointing to fading premiumization in Fine Fragrance and slower growth in ingredients. The article also notes net profit margin slipping from 15.10% to 15.00%, while future P/E rose from 28.0x to about 28.8x.
Summary written by Upside AI from the original article. Read the source for full details.
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