finance.yahoo.com

Jefferies lifts H2 outlook for European midcaps after Q2 beats

Jefferies Financial Group logoJefferies Financial Group
Sig1.35Sen+1.80Env0.00Soc0.00Gov0.00

Jefferies expects improving prospects for European midcaps into 2H 2026, citing stronger order intake and more earnings visibility after a positive Q2 reporting season. The bank raised estimates and reshuffled DACH favorites, highlighting Inficon’s recovery, Systemair’s EBIT beat and data-centre cooling exposure, plus a higher Acerinox target. DocMorris and Nagarro were cut to Hold.

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