ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO): Evaluating Valuation as Satellite Alliance Talks With Airbus and Leonardo Continue

Thales (ENXTPA:HO) addressed recent media reports claiming it had reached an agreement with Airbus and Leonardo for a European satellite joint venture, clarifying that no deal has been finalized yet. Ongoing talks highlight growing competition with Starlink. See our latest analysis for Thales. Thales shares have soared more than 78% year-to-date, lifted by rising demand for defense and aerospace technology as well as speculation about a potential European satellite alliance. Despite a recent...
ENXTPA:RXL
ENXTPA:RXLTrade Distributors

How Investors May Respond To Rexel (ENXTPA:RXL) Reconfirming Guidance and Adding Cevian Partner to Board

Rexel reported third-quarter 2025 sales of €4.76 billion, representing 3% same-day growth, with strong contributions from high-growth sectors in North America, while reconfirming its full-year guidance for slightly positive sales growth, profitability, and cash flow. Additionally, the Board appointed Robert Schuchna, partner at Cevian Capital, as a non-independent member following a recommendation from Cevian, which owns about 23% of Rexel’s share capital. We'll assess how Rexel’s...
ENXTPA:ALO
ENXTPA:ALOMachinery

Did Alstom's (ENXTPA:ALO) CEO Transition Set the Stage for a New Strategic Direction?

Alstom SA recently announced that Martin Sion will take over as Group Chief Executive Officer from April 2026, succeeding long-serving CEO Henri Poupart-Lafarge, with continuity ensured through a planned leadership transition period. Martin Sion brings decades of engineering and executive experience from the aerospace and defense sectors, which could introduce new perspectives to Alstom's leadership during a period of operational transformation. We will explore how the appointment of Martin...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Did Positive Phase 3 Obefazimod Data Just Shift ABIVAX Société Anonyme's (ENXTPA:ABVX) Investment Narrative?

Abivax recently announced new Phase 3 clinical data for obefazimod at the United European Gastroenterology Meeting, showing the therapy achieved clinically meaningful improvements in moderate-to-severely active ulcerative colitis and met its FDA primary endpoints for clinical remission at week 8 in both pivotal ABTECT trials. Additional safety findings highlighted a favorable profile with no new serious infection or malignancy signals across a large and diverse patient population, including...
ENXTPA:CA
ENXTPA:CAConsumer Retailing

Carrefour (ENXTPA:CA): Exploring Valuation as Shares Recover from Early-Year Lows

Carrefour (ENXTPA:CA) shares have edged slightly higher over the past week, adding some curiosity for investors watching its performance. The stock’s mild move, while not headline-grabbing, could signal shifting sentiment among those tracking major European retailers. See our latest analysis for Carrefour. Carrefour’s recent 1-month share price return of 10% stands out after a sluggish start to the year. Momentum has picked up with the stock clawing back earlier losses. That said, the 1-year...
ENXTPA:CDI
ENXTPA:CDILuxury

Assessing Christian Dior Shares After 16% Rally and Fresh Optimism in Global Luxury Markets

If you have been watching Christian Dior's share price recently, you probably noticed some interesting moves. In just the past 30 days, the stock climbed 16.4%, a strong rally that might turn heads even if you have been following the broader luxury sector. Over the past week alone, Dior notched a 6.0% gain, showing renewed confidence or perhaps a change in market sentiment around the brand. That said, when we zoom out, the year-to-date return is still down 6.7%, and the one-year return sits...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

Did FDJ United's (ENXTPA:FDJU) Steadfast 2025 Outlook Just Shift Its Investment Narrative?

FDJ United recently confirmed its full-year 2025 earnings guidance, projecting annual revenue to exceed €3.7 billion despite a slight revenue decline anticipated in the fourth quarter compared to the previous year. This guidance comes as the company faces revenue pressure in its Online Betting & Gaming segment from higher taxation and regulatory headwinds, with accelerated cost reduction initiatives forming a key part of its multi-year performance plan. We’ll examine how FDJ United’s...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Is STMicroelectronics’ Share Repurchase Shaping Its Industry Role or Just Rewarding Talent? (ENXTPA:STMPA)

Earlier in October 2025, STMicroelectronics repurchased 399,335 ordinary shares on Euronext Paris as part of its shareholder-approved common share repurchase program, aiming to fulfill obligations related to employee and company official compensation plans. Apart from capital management efforts, STMicroelectronics is also highlighted as a key innovator in the expanding silicon carbide wafer market, critical for sectors like electric vehicles and renewable energy, demonstrating the company's...
ENXTPA:RI
ENXTPA:RIBeverage

Pernod Ricard (ENXTPA:RI): Assessing Valuation After Modest Share Price Uptick

Pernod Ricard (ENXTPA:RI) shares have edged higher today, adding around 0.04%. While the move is minor, it invites another look at how the company’s valuation and recent performance compare for investors. See our latest analysis for Pernod Ricard. While today’s share price ticked up slightly, it is just a small change in what has been a tougher year for Pernod Ricard, with a year-to-date share price return of -20.04% and a one-year total shareholder return of -27.61%. Recent momentum has...
ENXTPA:AI
ENXTPA:AIChemicals

Is Now the Right Moment for Air Liquide After Its 25% Rally in 2025?

Figuring out what to do with L'Air Liquide stock right now? You are not alone. This French industrial giant is a frequent feature in many long-term portfolios, and for good reason. After a steady, if unspectacular, 2.6% climb over the past year, plus an impressive 11.6% boost year-to-date, investors are wondering if more growth is still in the tank or if caution should take the driver's seat. Short-term traders have noticed a slight rebound recently, with the last 7 days edging up 1.5%, while...
ENXTPA:ATO
ENXTPA:ATOIT

Does the Recent Atos Share Price Surge Signal a True Turnaround in 2025?

If you’re trying to decide what to do with Atos stock right now, you’re not alone. After a turbulent few years, Atos is suddenly back on the radar of value-focused investors. The company’s share price has shot up an impressive 16.4% over the past month and soared by more than 100% since the start of the year. That kind of move naturally sparks some strong opinions. Is this the start of a real turnaround, or just a temporary bounce? In the short term, Atos has been buoyed by shifting market...
ENXTPA:GFC
ENXTPA:GFCOffice REITs

Gecina (ENXTPA:GFC): Assessing Valuation After Recent Share Price Dip

Gecina (ENXTPA:GFC) has seen its share price dip about 1% today, a move that stands out given the company's performance this month. Investors seem curious about recent market shifts and what they might signal for the stock's outlook. See our latest analysis for Gecina. After several months of choppy trading, Gecina’s recent 1% slip comes as momentum continues to cool. Its 30-day share price return sits at -4.5%, and the total shareholder return over the last year is down more than 18%. While...
ENXTPA:ORA
ENXTPA:ORATelecom

Orange (ENXTPA:ORA): Assessing Valuation After Recent Share Price Gains

Orange (ENXTPA:ORA) shares have been quietly edging higher over the past month. This has drawn attention from investors interested in the telecom sector’s stability and yield. Recent movement prompts a closer look at what might be driving sentiment. See our latest analysis for Orange. Orange’s 44.5% year-to-date share price return easily outpaces most blue-chip peers, which suggests investors are warming to its improving fundamentals and perceived resilience. Looking further back, its...
ENXTPA:NEX
ENXTPA:NEXElectrical

Could Nexans’ (ENXTPA:NEX) CEO Transition Reveal a New Chapter for Long-Term Strategy?

Earlier this week, Nexans S.A. announced a sudden leadership transition, with Julien Hueber appointed as Chief Executive Officer effective immediately, succeeding Christopher Guérin, who will remain available for the transition until October 31, 2025. This rapid executive change signals a fresh direction for the company, as the Board seeks to generate new momentum while building on recent achievements in sustainable electrification. We'll explore how Julien Hueber's appointment as CEO could...
ENXTPA:SU
ENXTPA:SUElectrical

AI-Driven Data Center Partnership With NVIDIA Could Be a Game Changer for Schneider Electric (ENXTPA:SU)

Schneider Electric recently announced new reference designs developed with NVIDIA, introducing integrated power management and liquid cooling control systems specifically tailored for AI-ready infrastructure in next-generation data centers. This partnership highlights Schneider Electric's advancement towards seamless, AI-driven infrastructure solutions, positioning the company at the forefront of sustainable digital transformation in data center operations. We'll explore how Schneider...
ENXTPA:CAP
ENXTPA:CAPIT

How Investors Are Reacting To Capgemini (ENXTPA:CAP) Securing Key Role in ECB Digital Euro Project

On October 2, 2025, the European Central Bank announced that the consortium led by Giesecke+Devrient (G+D), with Nexi and Capgemini, was selected as the first-ranked tenderer to develop and implement the offline payments infrastructure for the digital euro across Europe. This collaboration positions Capgemini at the forefront of advancing secure, privacy-focused digital payment solutions, reflecting the company's engineering and technology consulting strengths in large-scale, EU-wide digital...