ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Has Ipsen’s Multi Year Surge Left Much Upside After Recent Pipeline Progress?

Wondering if Ipsen is still a smart buy after its strong multi year run, or if most of the upside is already priced in? This breakdown will help you decide whether the current tag looks compelling or stretched. The stock has been roughly flat over the last week and month, but it is still up 9.2% year to date, 13.5% over the past year, and a hefty 90.2% over five years, which naturally raises questions about future return potential and changing risk perceptions. Recent headlines have focused...
ENXTPA:OR
ENXTPA:ORPersonal Products

Assessing L'Oréal (ENXTPA:OR)'s Valuation After Its Recent Share Price Drift Higher

L'Oréal (ENXTPA:OR) has quietly pushed higher, with the share price drifting up over the past month despite some choppiness in the past 3 months, and that mix deserves a closer look. See our latest analysis for L'Oréal. Zooming out, L'Oréal's 30 day share price return of 3.9 percent and year to date share price gain near 9 percent suggest steady, if unspectacular, momentum as investors weigh its resilient growth against a demanding valuation. If you are comparing L'Oréal with other consumer...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

SPIE (ENXTPA:SPIE) Valuation Check After Expanding Cybersecurity Reach With Cyqueo Acquisition

SPIE (ENXTPA:SPIE) is pushing deeper into cybersecurity with its acquisition of German specialist Cyqueo, a move that tightens its grip on complex IT security projects in a structurally growing market. See our latest analysis for SPIE. The Cyqueo deal lands as SPIE’s share price has climbed to about €47.24, with strong year to date share price returns and a robust multi year total shareholder return. This suggests momentum is building as investors increasingly price in growth and execution on...
ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER): Assessing Valuation After a 3-Month Rally and Recent Share Price Pullback

Kering (ENXTPA:KER) has quietly outperformed over the past 3 months, even as the share price has slipped about 4% this month, prompting investors to reassess what is already priced into the stock. See our latest analysis for Kering. Zooming out, Kering’s recent pullback sits against a much stronger backdrop, with a roughly 23% 3 month share price return and a 1 year total shareholder return of about 23%. This suggests that sentiment has improved but is now pausing to reassess growth and brand...
ENXTPA:ALO
ENXTPA:ALOMachinery

Alstom (ENXTPA:ALO): Valuation Check After French IPCEI Hydrogen Funding Is Pulled

Alstom (ENXTPA:ALO) has just confirmed that French government funding for its IPCEI backed hydrogen projects is being pulled. This has prompted the group to suspend related work while it negotiates alternatives with authorities. See our latest analysis for Alstom. The news lands after a strong short term rebound, with a 7 day share price return of 7.7 percent and a 30 day gain of 14.6 percent. However, the 5 year total shareholder return remains sharply negative, suggesting recent momentum is...
ENXTPA:RF
ENXTPA:RFDiversified Financial

Eurazeo (ENXTPA:RF) Valuation Check as New Evergreen Funds Expand Its European Private Wealth Platform

Eurazeo (ENXTPA:RF) just rolled out two new Evergreen funds, EPIC for private debt and EPSO for secondary private equity, extending its Wealth platform across key European markets in line with its 2024 to 2027 strategy. See our latest analysis for Eurazeo. The launch of EPIC and EPSO comes as the share price hovers around €54.5, with a 7 day share price return of 3.1 percent. However, the year to date share price return remains nearly 25 percent lower, suggesting long term total shareholder...
ENXTPA:IPS
ENXTPA:IPSMedia

Ipsos (ENXTPA:IPS) Valuation Check After CFO Resignation and Interim Finance Leadership Change

Ipsos (ENXTPA:IPS) just announced that long standing CFO Dan Lévy is stepping down, with internal executive Olivier Champourlier stepping in as interim finance chief, a leadership shift investors will watch closely. See our latest analysis for Ipsos. The leadership change lands at a sensitive time, with the share price at €32.4 and a steep year-to-date share price return of around negative 30 percent. The three-year total shareholder return of roughly negative 36 percent signals fading...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault (ENXTPA:RNO): Revisiting Valuation After Recent Share Price Rebound

Renault (ENXTPA:RNO) has quietly bounced around 5 % over the past week, even though the shares are still down sharply this year. This invites a closer look at whether the current price reflects its fundamentals. See our latest analysis for Renault. The recent 7 day share price return of 5.46 percent, on top of a 7.31 percent 30 day share price gain, suggests momentum is tentatively rebuilding even though the year to date share price return remains negative and the 1 year total shareholder...
ENXTPA:INF
ENXTPA:INFIT

European Dividend Stocks To Consider In December 2025

As the European market experiences mixed returns with a slight uptick in the STOXX Europe 600 Index amid hopes for interest rate cuts, investors are keenly observing inflation trends and economic growth revisions across the region. In this dynamic environment, dividend stocks can offer stability and income potential, making them a compelling consideration for those looking to navigate these uncertain times.
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Exosens (ENXTPA:EXENS) Valuation After Extending Theon Deal and Locking In Higher Night Vision Demand Through 2030

Exosens (ENXTPA:EXENS) just locked in a longer runway with Theon International by extending their image intensifier supply deal through 2030, turning future options into firm orders and backing ongoing capacity expansion. See our latest analysis for Exosens. The deal lands while Exosens trades around €48.9, after a powerful year to date share price return of 154.24 percent and a 1 year total shareholder return of 166.59 percent, suggesting momentum is still firmly building as investors...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

Is Obefazimod’s Phase 3 UC Success Reshaping The Investment Case For ABIVAX (ENXTPA:ABVX)?

Abivax, a France-based clinical-stage biotech, previously reported that its lead candidate obefazimod achieved statistically significant remission rates in phase 3 trials for moderate to severe ulcerative colitis, including patients with inadequate responses to prior therapies. The company now plans a U.S. regulatory submission for obefazimod in the second half of 2026, potentially opening the door to additional inflammatory bowel disease indications such as Crohn’s disease. We’ll explore...
ENXTPA:CAP
ENXTPA:CAPIT

Capgemini (ENXTPA:CAP): Valuation Check After EU Cybersecurity Win and New TechnoVision 2026 AI Trends Launch

Capgemini (ENXTPA:CAP) just landed a multi year EU cybersecurity framework contract and paired it with fresh TechnoVision 2026 trend insights, a one two combination that sharpens its digital transformation narrative for investors. See our latest analysis for Capgemini. The market seems to be warming back up to that story, with a 30 day share price return of 19.34 percent and a 90 day gain of 20.21 percent, even though the one year total shareholder return is still slightly negative. If...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Valuation Check After Strong Multi‑Year Returns and Recent Share Price Pullback

Airbus (ENXTPA:AIR) has quietly become one of the stronger long term performers in European industrials, and the recent pullback after a 22% year to date climb has investors asking whether the stock still offers value. See our latest analysis for Airbus. With the share price now around $195.44 after a recent pullback, the stock still boasts a robust 22.04% year to date share price return and an impressive 5 year total shareholder return of 128.92%. This suggests momentum has cooled slightly,...
ENXTPA:BB
ENXTPA:BBCommercial Services

Société BIC (ENXTPA:BB): Reassessing Valuation After Exiting Rocketbook and Skin Creative Bets

Société BIC (ENXTPA:BB) just drew a clear line under its Rocketbook and Skin Creative bets, choosing to wind down Rocketbook, Inkbox and Tattly by early 2026 to refocus on higher performing core brands. See our latest analysis for Société BIC. The 1 year total shareholder return of minus 19.57 percent and year to date share price return of minus 25.91 percent suggest sentiment has cooled. As a result, this portfolio pruning is being read more as risk control than a new growth chapter for...
ENXTPA:BN
ENXTPA:BNFood

Danone (ENXTPA:BN): Assessing Valuation After a Recent 3% Share Price Pullback

Danone (ENXTPA:BN) has quietly slipped about 3 % over the past month, even as its year to date gain sits near 17 %, prompting a fresh look at whether the current pullback offers value. See our latest analysis for Danone. That recent 3 % slide caps a softer 30 day share price return of around minus 3 %, but it comes after a solid year to date share price gain and strong multi year total shareholder returns. This suggests momentum is pausing rather than breaking. If Danone’s quieter pullback...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès (ENXTPA:RMS): Assessing Valuation After a Recent Share Price Recovery

Hermès International Société en commandite par actions (ENXTPA:RMS) has been quietly grinding higher over the past month, with the stock up about 3 %, even as its year to date performance remains negative. See our latest analysis for Hermès International Société en commandite par actions. That gentle 2.96 % 30 day share price return sits against a weaker year to date share price performance and a resilient five year total shareholder return of 158.22 %, which suggests long term confidence...
ENXTPA:FR
ENXTPA:FRAuto Components

Valeo (ENXTPA:FR): Taking Stock of Its Valuation After a Recent Share Price Pullback

Valeo (ENXTPA:FR) has slipped about 2 % in the latest session, extending a modest pullback over the month even as its year to date gain remains strong and inviting a closer look at what the market is pricing in. See our latest analysis for Valeo. That 2.4% one day share price drop, to about €11.22, comes after a solid year to date share price return. This suggests the market is reassessing how much of Valeo’s recent earnings momentum is already reflected in the valuation. If you like the EV...
ENXTPA:AI
ENXTPA:AIChemicals

Hyundai Hydrogen Mobility Expansion Might Change The Case For Investing In L'Air Liquide (ENXTPA:AI)

Earlier in December 2025, Hyundai Motor Group renewed and expanded its memorandum of understanding with Air Liquide to build out hydrogen supply chains and mobility infrastructure across Europe, South Korea and the US, with a strong focus on heavy-duty transport and public transit fleets. This broader collaboration positions Air Liquide more firmly at the center of emerging hydrogen ecosystems, potentially deepening its role in large-scale fuel cell deployment and long-term clean energy...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Amundi (ENXTPA:AMUN): Has Recent Share Price Strength Left the Stock Undervalued or Fairly Priced?

Amundi (ENXTPA:AMUN) has quietly outperformed over the past 3 years, even as its latest annual revenue and net income slipped. This makes the stock an interesting case of resilience versus slowing growth. See our latest analysis for Amundi. Over the past year, Amundi’s share price return has been steadily positive, and its three year total shareholder return of around 54% underlines that the recent 11.8% one year total shareholder return is part of a longer stretch of solid, if moderating,...
ENXTPA:SW
ENXTPA:SWHospitality

Sodexo (ENXTPA:SW): Reassessing Valuation After Joe Ganci’s Promotion to Lead Key U.S. Turnaround Units

Sodexo (ENXTPA:SW) just put Joe Ganci in charge of its U.S. Corporate Services and Energy and Resources units, a leadership shift that sits right at the heart of its turnaround story. See our latest analysis for Sodexo. Despite appointing Ganci to accelerate a U.S. turnaround, Sodexo’s share price return has slipped around 15% over the last quarter and is sharply negative year to date. This signals fading momentum even as management leans into growth initiatives. If this leadership shake up...