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Reckitt Benckiser is experiencing a market overreaction to the downside, creating an attractive entry point below £46/share. RBGLY's recent share price decline is driven by temporary macro headwinds—oil price sensitivity and a weak cold/flu season—not by fundamental business weakness. I have rebased my valuation to a 15x P/E multiple, lowering my price target to £46/share, and now rate the stock a 'Buy.'

Reckitt Benckiser Group LON: RKT executives used an investor “Focus On” event to outline how the company is applying digital science, artificial intelligence and predictive modeling across its innovation process, saying the capabilities are intended to support faster product development, stronger launch execution and efficiency gains.

UBS sees nearly 60% total return potential in Reckitt Benckiser Group PLC (LSE:RKT, FRA:3RB, XETRA:3RB with the Swiss bank repeating a Buy rating and 7,400p price target. It comes after a meeting with the consumer goods group's finance chief reinforced confidence in 2026 targets, even as the broker acknowledged the Dettol and Durex owner has become a “show me story”.

Reckitt Benckiser Group plc (RBGLY) Q1 2026 Sales/Trading Call Transcript

Reckitt stock fell about 5% in early trading on Wednesday after the consumer goods group said first-quarter core like-for-like net revenue rose only 1.3%. The figure was well below the 2.9% analysts had expected, and warned that first-half adjusted operating margin would be roughly 200 basis points lower than a year earlier.