The five macro trends set to define 2026
Investing.com - Bernstein SocGen Group initiated coverage on Arcadis NV (AS:ARCAD) with an Outperform rating and a price target of EUR52.00, representing a 39% upside from the November 13, 2025, closing price.
The research firm sees the recent share price collapse following the company’s third-quarter earnings release in October—when the stock fell 20% in a single day—as an attractive entry point for investors.
Despite recent growth challenges, Bernstein forecasts 3.5-6% revenue growth for Arcadis over the next three years, noting that while "growth shortfall is unlikely to disappear overnight," the firm sees "no structural issues" with the company.
Bernstein points to several factors supporting Arcadis’ medium to long-term growth prospects, including energy transition initiatives, sustainable development projects, urbanization trends, and environmental protection and climate-change adaptation work.
The firm’s EUR52.00 price target suggests significant recovery potential for the Dutch consulting and engineering company, which has faced investor concerns about its growth trajectory following its most recent quarterly results.
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