ENXTPA:AM
ENXTPA:AMAerospace & Defense

Dassault Aviation (ENXTPA:AM): Assessing Valuation After Expanded Falcon 6X Manufacturing Partnership with Dynamatic Technologies

Dassault Aviation société anonyme (ENXTPA:AM) just deepened its partnership with India based Dynamatic Technologies, handing it responsibility for manufacturing and assembling the complete rear fuselage of the Falcon 6X business jet. This matters for supply chain resilience, cost base, and long term growth positioning. See our latest analysis for Dassault Aviation société anonyme. That deeper tie up with Dynamatic comes as the latest share price, at €272.2, has cooled from its recent highs...
ENXTPA:URW
ENXTPA:URWRetail REITs

Unibail-Rodamco-Westfield (ENXTPA:URW): Reassessing Valuation After Major Leadership Changes and Strategy Shift

Unibail-Rodamco-Westfield (ENXTPA:URW) is back in focus after a flurry of boardroom changes, with long time chairman Jean-Marie Tritant stepping down and deal veteran Kathleen Verelst stepping up as Chief Investment Officer. See our latest analysis for Unibail-Rodamco-Westfield. Those leadership moves come as investors have already pushed Unibail-Rodamco-Westfield’s share price to €91.4, with a strong year to date share price return of 24.3 percent and a three year total shareholder return of...
ENXTPA:KER
ENXTPA:KERLuxury

Is It Too Late To Consider Kering After Its 2025 Share Price Rebound?

If you are wondering whether Kering is still a bargain after its recent rebound, or if the easy money has already been made, this deep dive is for you. The stock is up 25.6% year to date and 25.2% over the last year, even after a softer recent patch with a 7.6% drop over the past month and only a 0.2% gain in the last week, hinting at shifting sentiment and risk perceptions. Investors have been reacting to headlines around the luxury sector, including concerns about slowing demand in key...
ENXTPA:ALO
ENXTPA:ALOMachinery

Reassessing Alstom’s Valuation After Recent Contract Wins and Share Price Rebound

Wondering if Alstom is a quietly mispriced opportunity or a value trap in plain sight? Let us break down what the market is really implying about this stock right now. Alstom's share price has climbed 5.6% over the last week and 10.6% year to date, though it is still down 42.5% over five years, a mix that hints at shifting sentiment and fresh expectations. Recent headlines have focused on Alstom's progress on major rail and rolling stock contracts, as well as ongoing efforts to streamline...
ENXTPA:RI
ENXTPA:RIBeverage

Does Barclays’ India-Focused Upgrade Change The Bull Case For Pernod Ricard (ENXTPA:RI)?

Earlier this week, Barclays upgraded Pernod Ricard from “equal-weight” to “overweight,” citing the spirits group’s improved positioning in the U.S. and India alongside reduced exposure to China. The bank’s more optimistic stance emphasizes emerging benefits from India’s trade agreement with the UK and long-term opportunities linked to new consumption patterns, including ride-hailing and robotaxis in Pernod Ricard’s largest market. We’ll now examine how Barclays’ upgraded view, especially...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Will Thales' New AI Security Fabric Redefine Its Cybersecurity Edge and Broader Story (ENXTPA:HO)?

Earlier this week, Thales launched its AI Security Fabric, introducing runtime protections for agentic AI, LLM-powered applications, enterprise data, and identities against threats such as prompt injection, data leakage, model manipulation, and insecure RAG pipelines. This move positions Thales as an early provider of end-to-end security for enterprise AI ecosystems, with further enhancements planned in 2026 to deepen its AI-focused cybersecurity offering. We’ll now examine how this new AI...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Is SPIE Still Attractive After a 200% Five Year Rally and Rich Earnings Multiple?

How Has SPIE Performed For Shareholders? Before diving into valuation models and fair value estimates, it is worth grounding the discussion in what really matters to investors: the actual returns SPIE has generated over different time frames. SPIE shares have delivered strong gains for long term holders, with the stock up 109.8% over three years and 200.8% over five years, far ahead of what many investors would expect from an industrial services business. That kind of compounding sets a high...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN): Assessing Valuation After Recent Share Price Weakness

What is moving Sanofi stock today Sanofi (ENXTPA:SAN) shares have drifted lower over the past month even as revenue and net income continue to grow, creating an interesting disconnect between the stock price and the underlying business. See our latest analysis for Sanofi. At around €83.32, the recent pullback in Sanofi’s share price, including a weak 1 month share price return, sits against a still positive multi year total shareholder return. This suggests that momentum has cooled, but the...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Did New €1 Billion EIB Credit Line Just Shift STMicroelectronics' (ENXTPA:STMPA) Investment Narrative?

Earlier this month, STMicroelectronics and the European Investment Bank agreed a €500 million financing tranche as part of a €1 billion credit line to support high-volume semiconductor manufacturing and R&D across key sites in Italy and France. This ninth financing agreement between the two parties, bringing total EIB support to about €4.20 billion, underlines how STMicroelectronics sits at the center of Europe’s push for semiconductor competitiveness and strategic autonomy, particularly...
ENXTPA:SU
ENXTPA:SUElectrical

Has Schneider Electric’s Strong Multi Year Run Left Much Upside for 2025?

If you are wondering whether Schneider Electric is still a smart buy at today’s price, or if most of the upside has already been captured, you are not alone. This article will walk through what the current market is really pricing in. Despite a strong multi year run, with the stock up roughly 121% over five years and almost 90% over three, the more recent picture has flattened out, with the share price roughly flat over 7 days and slightly negative over the last month and year to...
ENXTPA:RNO
ENXTPA:RNOAuto

Will Renault’s Ford EV Platform Deal Reshape Renault's (ENXTPA:RNO) Scale and Margin Narrative?

Earlier this week, Renault Group and Ford announced a landmark partnership to co-develop two Ford-branded electric cars on Renault’s Ampere platform, produced in Northern France and targeting early 2028 showroom arrivals, alongside a Letter of Intent to collaborate on light commercial vehicles in Europe. This tie-up combines Renault’s EV manufacturing ecosystem and Ford’s brand and software ambitions, potentially reshaping Europe’s mass-market EV and van landscape through shared scale, cost...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini’s Valuation After AI Consulting Push and 9.4% Share Price Rise

If you are wondering whether Capgemini at around €147.60 is a bargain hiding in plain sight or a stock that has already had its moment, you are not alone. Over the last month the share price has climbed 9.4%, including a 2.1% gain in the past week, even though it is still down 5.8% year to date and about 3.2% over the last year. Recent headlines have focused on Capgemini doubling down on AI driven consulting and cloud transformation deals, alongside expanding partnerships with hyperscalers...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is Airbus Still Attractive After New Orders and Strong Multi Year Share Price Gains?

If you have ever wondered whether Airbus is still a buy after its strong multiyear run, this breakdown will help you evaluate whether the current price still makes sense for long term investors. The stock is down around 1.4% over the last week and 8.5% over the past month, but it is still up 21.2% year to date and about 23.8% over the last year, continuing a multiyear climb of 86.1% over 3 years and 133.3% over 5 years. Recent headlines have focused on Airbus securing new aircraft orders and...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Valuation Check After a Strong 12.7% One-Month Share Price Gain

BNP Paribas (ENXTPA:BNP) has quietly pushed higher this month, adding around 13% over the past month even after a small dip today, so it is a good moment to revisit the story. See our latest analysis for BNP Paribas. That recent 12.7% one month share price return has helped cement BNP Paribas’s strong year to date share price gain. A 1 year total shareholder return of roughly 46% suggests momentum is still very much intact rather than fading. If BNP’s run has you thinking about what else...
ENXTPA:MC
ENXTPA:MCLuxury

Is LVMH Fairly Priced After Flat 1 Year Return and 36.4% Gain Over 5 Years

Wondering if LVMH Moët Hennessy - Louis Vuitton Société Européenne is still a luxury icon at a fair price, or if the market is quietly overpaying, you are not alone, and that is exactly what we are going to unpack. The share price has been treading water recently, down around 0.6% over the last week, 3.5% over the past month, and roughly flat at 0.1% over the last year, even though it is still up a solid 36.4% over five years. These muted near term returns come as investors digest a mix of...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

FDJ United (ENXTPA:FDJU) Valuation Check After Sharp Share Price Slide Despite Rising Earnings

FDJ United (ENXTPA:FDJU) has quietly slipped this year, with the stock down sharply over the past 3 months and year, even as revenue and net income keep grinding higher in the background. See our latest analysis for FDJ United. That slide has come despite the company completing its rebrand to FDJ United and continuing to post steady top line and earnings growth. The year to date share price return of negative 38.09 percent has dragged longer term total shareholder returns lower and is...