JPMorgan kept its Overweight rating on Boeing, maintaining a price target of $270. The bank highlighted the importance of ramping up production, securing cash flows and stabilising deliveries and certifications as key to the aircraft maker's recovery.
Jefferies left its rating on Allianz unchanged at Hold, with a target price of €325. The analyst noted the insurer's decision to cancel a Pimco employee‑share plan and repurchase the issued shares for cash, calling the move a pleasant surprise.
Jefferies also upgraded Alzchem to Buy, setting a €200 target. The rating was supported by strong demand, price stability and capacity expansions in its creatine and nitroguanidine businesses, which the analyst said provide clear earnings visibility.
Entities: AXA SA · Allianz SE · Alzchem AG · Boeing Co. · JPMorgan Chase & Co. · Jefferies Group LLC