Stock Markets June 3, 2026 02:36 AM

Deutsche Bank lifts Gooch & Housego target after resilient margins; updates on Anglo American, Liontrust and Hexagon

Analyst house raises price target for optical components maker after stronger-than-expected margins and orders, while adjusting models across mining, asset management and industrial software spinoff

By Nina Shah AAL

Deutsche Bank increased its price target for Gooch & Housego to 1150 pence from 880 pence and kept a Buy rating following the company's first-half results that showed revenue and order growth alongside slightly better-than-expected EBIT. The bank also revised targets for Anglo American, Liontrust and Hexagon, reflecting an integrated modelling approach for a proposed Anglo American-Teck merger, updated AuM and flows at Liontrust, and the removal of Hexagon's Octave software business from its estimates after the spinoff.

Deutsche Bank lifts Gooch & Housego target after resilient margins; updates on Anglo American, Liontrust and Hexagon
AAL

Key Points

  • Deutsche Bank raised Gooch & Housego's price target to 1150 pence from 880 pence and maintained a Buy rating after H1 results showing 9% revenue growth and orders up 16.5% to .
  • Anglo American's price target was raised to 4500 pence from 3800 pence; Deutsche Bank launched an integrated model assuming Anglo American and Teck complete a deal at the end of 2026, which the bank said would create the leading listed copper company.
  • Liontrust's price target was nudged up to 190 pence from 170 pence but the Sell rating was retained; Deutsche Bank reported trackable AuM of as of May 29, 2026 with monthly trackable net outflows and performance gains noted. Hexagon's target was lowered to 85 SEK from 100 SEK after the Octave spinoff and the application of an EV/EBIT multiple of roughly 18x for FY 2027.

Deutsche Bank on Wednesday raised its price target for Gooch & Housego Plc shares to 1150 pence from 880 pence and retained a Buy recommendation.

The broker's decision follows Gooch & Housego's first-half results released on Tuesday. The company reported constant-currency revenue growth of 9% year-on-year and order intake that rose 16.5% to

EBIT for the period came in at

Within Gooch & Housego's business mix, the Aerospace & Defense division recorded a 26% year-on-year increase, while the Industrial division rose 4.6%, with Deutsche Bank noting signs that the semiconductor recovery is underway. The broker flagged that reported EBIT of was slightly ahead of the bank's estimate despite ongoing supply chain challenges.


Deutsche Bank also adjusted valuations for other companies in its coverage.

For Anglo American, the bank increased its price target to 4500 pence from 3800 pence and maintained a Buy rating. As part of its update, Deutsche Bank said it launched an integrated model covering Anglo American and Teck, on the assumption that the proposed deal will close at the end of 2026. The bank stated that a successful merger closing as modelled would create the world's premier listed copper company.

At Liontrust, Deutsche Bank raised its price target to 190 pence from 170 pence but kept a Sell rating. The firm calculated Liontrust's trackable assets under management as of May 29, 2026 at was . According to the bank's figures, trackable monthly net flows were negative .

Deutsche Bank estimated total group assets under management at Liontrust reached at , representing a 9% increase from the March 2026 disclosed figure of .


On Hexagon, Deutsche Bank cut its price target to 85 Swedish kronor from 100 kronor and maintained a Hold rating. The bank updated its forecasts after Hexagon completed the spinoff of its Octave software unit, which is now listed on Nasdaq. In response to the corporate action, Deutsche Bank removed Octave from its estimates and applied an enterprise value to EBIT multiple of around 18 times to Hexagon for fiscal year 2027.


Taken together, Deutsche Bank's moves reflect adjustments based on recent corporate results, asset management flows and structural changes from a software spinoff, while the bank's integrated modelling of a proposed mining combination underpins its outlook for Anglo American.

Risks

  • Supply chain challenges were noted in Gooch & Housego's first-half results and could continue to pressure near-term margins and delivery schedules - impacting industrial and aerospace supply chains.
  • Deutsche Bank's valuation for Anglo American assumes completion of a merger with Teck at the end of 2026; deal execution risk and timing uncertainty could affect the projected creation of a leading listed copper company - affecting the mining and metals sector.
  • Hexagon's model was revised after the spinoff of Octave and the removal of that business from estimates, introducing uncertainty into future earnings and valuation for Hexagon absent the Octave contribution - affecting industrial software and hardware markets.

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