BNP Paribas raises target for SCA stock from SEK 96 to SEK 110

Published on 10/09/2026 at 11:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached SEK 5.15 billion, up from SEK 4.74 billion in Q1. SCA stock was EUR 10.76 on October 9, 2026, up 1.51 percent from EUR 10.60.

Key points in brief

BNP Paribas raised its SCA target from SEK 96.00 to SEK 110.00 on October 9, 2026, while keeping a Neutral rating.
SCA reported Q2 2026 revenue of SEK 5.15 billion, up from SEK 4.74 billion in Q1 2026.
The Lang & Schwarz price was EUR 10.76 on October 9, 2026, plus 1.51 percent versus the EUR 10.60 prior close.
SCA will publish its third-quarter 2026 report on October 23, 2026.

Aquarellbild einer schwedischen Hafenstadt mit Papiermühle, Wald und Flussufer — Aquarellmalerei zeigt Svenska Cellulosa AB SCA (SE0000112724) als schwedische Hafenstadt mit Papiermühle am Fluss, Illustration mit AI erstellt.

SCA (ISIN SE0000112724) received a higher BNP Paribas price target of SEK 110.00 from SEK 96.00 on October 9, 2026, while the bank retained its Neutral rating, according to Placera. The higher target contrasts with a business picture that still depends heavily on pricing and margin recovery in forest products.

Three events shape the stock

On July 22, 2026, SCA reported first-half revenue of SEK 9.89 billion, down 6.00 percent from SEK 10.54 billion in the comparable period, while EBITDA fell to SEK 2.41 billion from SEK 3.68 billion, according to SCA. On August 6, 2026, the company announced a EUR 100.00 per tonne Kraftliner price increase in Europe, with the new prices applying from September 1, 2026, the same SCA release states. On October 9, 2026, BNP Paribas lifted its target to SEK 110.00 from SEK 96.00 and repeated Neutral, according to Placera.

What does the next report test

The next quarterly report will show whether higher selling prices can offset the pressure visible in the first half. In the second quarter of 2026, revenue was SEK 5.15 billion versus SEK 4.74 billion in the first quarter, while operating profit was SEK 724.00 million versus SEK 543.00 million, according to Affarsvarlden. The sequential improvement gives the October report a clear numerical test: revenue must hold above the Q2 level while profitability must rebuild from the first-half decline.

Dates and market context

SCA will publish its third-quarter 2026 report on October 23, 2026, followed by a webcast press conference at 10:00 a.m. CEST, according to SCA. The annual report for 2026 is scheduled for January 29, 2027, according to the company investor calendar. For investors, the key issue is whether the EUR 100.00 Kraftliner increase can translate into a higher operating margin when the next figures arrive.

SCA stock trades higher in euros

SCA stock was trading at EUR 10.76 at Lang & Schwarz on October 9, 2026 at 11:31 a.m. CEST, plus 1.51 percent versus the prior close of EUR 10.60 on October 8, 2026. The company had a market capitalization of SEK 84.3 billion as of October 9, 2026, while its Q2 2026 operating profit stood at SEK 724.00 million, up from SEK 543.00 million in Q1 2026. The further course of trading is shown by the continuously updated real-time quote of SCA stock.