Jefferies cut target for Lanxess stock from EUR 14 to EUR 11

Published on 10/09/2026 at 13:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue rose to EUR 1.56 billion from EUR 1.47 billion. Lanxess stock costs EUR 12.58 on October 9, 2026 after EUR 12.60, minus 0.16 percent.

Key points in brief

Jefferies cut its Lanxess price target from EUR 14.00 to EUR 11.00 and kept an Underperform rating on September 25, 2026.
Second-quarter revenue reached EUR 1.56 billion, up from EUR 1.47 billion in the year-earlier quarter.
Lanxess stock was trading at EUR 12.58 at Lang & Schwarz on October 9, 2026, minus 0.16 percent versus the EUR 12.60 prior close.
The next Lanxess quarterly results are scheduled for November 5, 2026.

Schwarzweiß-Reportagefoto eines Arbeiters an Ventilen einer Chemiefabrik — Lanxess AG (DE0005470405) zeigt einen Anlagentechniker bei der Wartung von Rohrleitungen in Schwarzweiß, Illustration mit AI erstellt.

Lanxess (ISIN DE0005470405) was trading at EUR 12.58 at Lang & Schwarz on October 9, 2026 at 1:34 p.m. CEST, minus 0.16 percent versus the prior close of EUR 12.60. According to finanzen.ch on September 25, 2026, Jefferies cut its Lanxess price target from EUR 14.00 to EUR 11.00 and kept an Underperform rating.

Revenue improves in the second quarter

Lanxess reported second-quarter 2026 revenue of EUR 1.56 billion, compared with EUR 1.47 billion in the year-earlier quarter. finanzen.ch also reported a second-quarter loss per share of EUR 0.62, compared with a loss of EUR 0.52 in the year-earlier quarter.

The comparison shows a mixed operating picture: sales moved higher, while the reported loss per share widened by EUR 0.10. That contrast helps explain why the latest analyst view emphasizes earnings pressure rather than revenue alone.

What does the target cut mean

Jefferies cited a projected third-quarter operating result of EUR 134.00 million, below consensus, and pointed to higher cost pressure and demand risks in its September 25, 2026 assessment. The EUR 11.00 target is EUR 1.58 below the Lang & Schwarz price, a gap of 12.56 percent based on the October 9, 2026 quote.

The valuation debate is therefore tied to profitability. Lanxess operates in specialty chemicals, with products including chemical intermediates, additives and consumer protection products, so the next results will show whether stronger sales are translating into improved earnings.

November results set the next test

LANXESS has scheduled its third-quarter 2026 results for November 5, 2026, including an investor-relations conference call at 1:00 p.m. CEST, according to LANXESS. The date gives investors a defined checkpoint for the EUR 134.00 million operating-result estimate and the demand risks identified by Jefferies.

Lanxess has a 52-week range of EUR 11.03 to EUR 22.02, placing the October 9 quote EUR 1.55, or 14.05 percent, above the yearly low. Its market capitalization was EUR 1.1 billion as of October 9, 2026, while the stock remained part of the MDAX.

Stock remains close to its yearly low

At Lang & Schwarz, Lanxess was trading at EUR 12.58 on October 9, 2026 at 1:34 p.m. CEST, versus the EUR 12.60 prior close, a change of minus 0.16 percent. The further course of trading is shown by the continuously updated real-time quote of Lanxess stock.