Recordati, IT0003828271

Recordati stock: Barclays lifts target from EUR 55.00 to EUR 56.00

Published on 10/23/2026 at 16:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Fair value was EUR 58.25 on October 22, 2026. Recordati stock costs EUR 53.03 on October 23, 2026, 2.61 percent below its high.

Target and valuation update

  • Barclays lifted its Recordati target from EUR 55.00 to EUR 56.00 on October 21, 2026.
  • Fair Value Calculator estimated fair value at EUR 58.25 on October 22, 2026.
  • Recordati stock costs EUR 53.03 at Lang & Schwarz on October 23, 2026, 2.61 percent below its 52-week high.
  • Recordati is scheduled to report third-quarter results on November 10, 2026.
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Recordati S.p.A. (ISIN IT0003828271) received a higher Barclays price target of EUR 56.00 on October 21, 2026, up from EUR 55.00, while the bank kept its Equalweight rating, Teleborsa reported. Recordati stock was trading at EUR 53.03 at Lang & Schwarz on October 23, 2026 at 4:34 p.m. CEST.

Barclays target moves to EUR 56.00

The revised target is EUR 3.00 above the Lang & Schwarz price, but it remains below the broader analyst valuation cited in recent coverage. The target change keeps the focus on how the EUR 53.00 takeover offer compares with standalone estimates, without repeating the offer details as the central company event.

First-half revenue reached EUR 1.41 billion

Recordati's first-half 2026 revenue rose 6.60 percent to EUR 1.41 billion, while EBITDA increased 8.80 percent to EUR 540.20 million, according to MarketScreener. The same report put first-half net income at EUR 269.70 million, up 25.00 percent from the comparable period.

Stock sits 2.61 percent below high

The stock's current EUR 53.03 price is 2.61 percent below its 52-week high of EUR 54.45 and 21.17 percent above its 52-week low of EUR 43.76. The range places the quote near the upper end of its annual band, while the Barclays target remains 5.57 percent above the current euro price.

Valuation and next reporting date

Fair Value Calculator estimated Recordati's fair value at EUR 58.25 on October 22, 2026, alongside a price-to-earnings ratio of 22.20 and market capitalization of EUR 11.0 billion, Fair Value Calculator reported. The estimate is EUR 5.22 above the Lang & Schwarz price. Barron's lists November 10, 2026 as the next reporting date for the third quarter.

Recordati valuation in context

Recordati's price-to-earnings ratio of 22.20 is below Novartis at 23.66 and below Sanofi at 22.83 only by a narrow margin. Novartis had a market capitalization of CHF 242.9 billion on October 23, 2026, while Sanofi stood at EUR 88.7 billion; these larger peers provide scale context rather than a direct valuation recommendation.

Stock price and investor calendar

Recordati stock was trading at EUR 53.03 at Lang & Schwarz on October 23, 2026 at 4:34 p.m. CEST. That level was 2.61 percent below the 52-week high of EUR 54.45.

The further course of trading is shown by the continuously updated real-time quote of Recordati stock.

Recordati stock facts

  • Company: Recordati Industria Chimica e Farmaceutica S.p.A.
  • ISIN: IT0003828271
  • Ticker: REC
  • Primary exchange: Borsa Italiana
  • Price Lang & Schwarz (as of October 23, 2026, 4:34 p.m. CEST): EUR 53.03
  • 52-week range: EUR 43.76-EUR 54.45
  • Market capitalization: EUR 11.0 billion (as of October 22, 2026)
  • Sector / Industry: Healthcare / Pharmaceuticals
  • Index membership: FTSE MIB
  • Next earnings date: November 10, 2026

Market context: Market report FTSE MIB.

More news and analyses on Recordati stock

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