Thales stock: Jefferies keeps EUR 290 target for Thales stock

Published on 10/22/2026 at 16:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nine-month sales reached EUR 16.42 billion on October 22, 2026. Thales stock costs EUR 227.15 at Lang & Schwarz on October 22, 2026.

Analyst target and reporting date

Jefferies maintained a EUR 290.00 target for Thales on October 22, 2026.
Thales reported EUR 16.42 billion in nine-month sales for 2026, up 8.10 percent organically.
Thales stock costs EUR 227.15 at Lang & Schwarz on October 22, 2026.
The interim dividend date is December 2, 2026.

Bauhaus-Poster mit geometrischen Formen, Radarwellen-Motiv und Schriftzug DEFENSE in Rot-Blau — Geometrisches Bauhaus-Poster mit Radar-Motiv und Sektor-Schriftzug DEFENSE steht sinnbildlich für Thales S.A. FR0000121329, Illustration mit AI erstellt.

Thales reported EUR 16.42 billion in sales for the first nine months of 2026, up 8.10 percent organically, while Jefferies maintained a EUR 290.00 target for the stock on October 22, 2026. The price was EUR 227.15 at Lang & Schwarz on October 22, 2026 at 4:34 p.m. CEST.

Jefferies keeps EUR 290 target

Jefferies retained its buy rating and EUR 290.00 price target after Thales published its nine-month trading update, according to MarketScreener. Citi listed a EUR 317.00 target, while Berenberg used a EUR 275.00 target and a hold rating. The range of views puts the analyst discussion around execution rather than a single consensus outcome.

What did Thales report?

Thales said nine-month order intake rose 15.00 percent organically to EUR 19.12 billion, while sales increased 8.10 percent organically to EUR 16.42 billion. Third-quarter sales reached EUR 5.47 billion, up 8.70 percent organically and 9.70 percent on a reported basis, according to the company release carried by Les Echos. The order intake figure exceeded the prior-year level of EUR 16.76 billion by EUR 2.36 billion.

Sales outlook and valuation

Management expects full-year 2026 organic sales growth at the upper end of its 6.00 percent to 7.00 percent range or higher, while adjusted operating margin guidance remains between 12.60 percent and 12.80 percent. The figures were reported by TradingView. Thales has a market capitalization of EUR 46.6 billion and a price-to-earnings ratio of 31.31 based on the latest quoted market data.

The next dated items are the ex-interim dividend date on December 2, 2026 and the full-year 2025 results presentation on March 2, 2027, according to the release published by Les Echos.

Thales stock in its yearly range

The Euronext Paris quote sits between a 52-week low of EUR 211.90 and a high of EUR 274.20. That range leaves the current euro price EUR 46.00 below the high and EUR 15.25 above the low. The latest quoted volume was 85,065 shares.

Thales stock was trading at EUR 227.15 at Lang & Schwarz on October 22, 2026 at 4:34 p.m. CEST.

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