Stifel resumed coverage of Halma PLC with a 'buy' rating and a 4,500p price target, citing a 26.5% upside potential. The broker believes investors are overly cautious about risks from Avo Photonics, Halma's optical switch supplier for AI data centers, despite the company raising its operating margin guidance to 23.5%-24.0% and expecting low double-digit organic sales growth for the fiscal year ending March 2027. Stifel forecasts 13.1% organic growth and a 23.7% adjusted operating margin, with adjusted earnings per share projected to rise 19.3% to 136.0p. Acquisitions remain a key growth driver, with £515 million committed this year and more deals expected. Halma’s half-year results are due on 19 November 2026.
Halma's recent Stifel 'buy' rating provides context for technology sector trends on Pluang. As of Oct 07, 2026 20:01 WIB, out of 150 priced US tech stocks, 33 rose and 112 fell. Notable movers include Unity Software Inc at USD 46.38 with a 3.18% increase and Lam Research Corporation at USD 323.30 with a 3.17% decrease.
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