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Positive Outlook for AXA SA with Buy Rating Despite Potential Risks

Positive Outlook for AXA SA with Buy Rating Despite Potential Risks

Goldman Sachs analyst Andrew Baker maintained a Buy rating on AXA SA (0HARResearch Report) today and set a price target of €44.00.

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Andrew Baker has given his Buy rating due to a combination of factors that suggest a positive outlook for AXA SA. The analyst anticipates a stable earnings per share growth from 2025 to 2029, with minor adjustments that account for a balance between life and health contract service margin improvements and some negative impacts on asset management assets under management.
Furthermore, the price target for AXA is set at €44, reflecting a modest upside potential from the current price. This target is based on a 1.4x price to adjusted tangible book value multiple for 2026 estimates. However, the rating also considers potential risks such as unexpected natural catastrophe losses, slower life and health growth, and reduced capital returns.

According to TipRanks, Baker is a 4-star analyst with an average return of 7.9% and a 70.37% success rate. Baker covers the Financial sector, focusing on stocks such as Zurich Insurance Group, AXA SA, and Swiss Re AG.

In another report released on June 11, Barclays also maintained a Buy rating on the stock with a €44.50 price target.

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