ENXTPA:NK
ENXTPA:NKBasic Materials

Imerys (ENXTPA:NK): Losses Worsening 43.6% Annually, Turnaround Hopes Versus Slow 4.1% Revenue Growth Heading Into Earnings

Imerys (ENXTPA:NK) remains in the red, with losses worsening at an annual rate of 43.6% over the past five years. Looking ahead, earnings are forecast to climb 17.67% per year, and the company is projected to swing to profitability in the next three years. This growth is expected to outpace average market growth. However, revenue is expected to rise just 4.1% annually, trailing behind the French market’s 5.6% benchmark. As a result, investors are left to weigh turnaround potential against...
ENXTPA:SU
ENXTPA:SUElectrical

Schneider Electric (ENXTPA:SU) Valuation in Focus as Investors Gauge Growth Potential

Schneider Electric (ENXTPA:SU) shares have seen modest movement this week, but there is no single headline driving activity. Investors are weighing recent performance and valuation in light of the company’s steady growth in both revenue and net income. See our latest analysis for Schneider Electric. Schneider Electric’s share price has cooled off after a strong start to the year, with recent selling pressure trimming some gains. Yet, the overall picture remains positive. While the 90-day...
ENXTPA:VIRI
ENXTPA:VIRIEnergy Services

Viridien (ENXTPA:VIRI): Profit Forecasts Test Investor Optimism as Revenue Trails Market Growth

Viridien Société anonyme (ENXTPA:VIRI) is currently unprofitable but has managed to shrink its losses at an impressive rate of 74% per year over the last five years. Expectations are for the company to hit profitability within the next three years, with earnings projected to rise at 7.98% annually, while revenue is set to grow at 4.5% per year, lagging behind the French market average of 5.6%. With the share price at €106, which is above the estimated fair value of €99.62, investors are...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE) Margin Decline Challenges Bullish Value Narrative Despite Low P/E and Past Profitability

TotalEnergies (ENXTPA:TTE) posted a net profit margin of 7.7% for the most recent year, down from last year’s 8.3%, with earnings growth turning negative after several years of averaging 21.5% annually. While earnings are forecast to grow at 3.5% per year, which is well below the French market’s 12.4% average, the company’s relative value proposition remains in focus, trading at a price-to-earnings ratio of 9.5x and below its estimated fair value of €152.92 per share. For investors, the key...
ENXTPA:XFAB
ENXTPA:XFABSemiconductor

X-FAB (ENXTPA:XFAB) Margin Decline Challenges Growth Narrative Despite 40% Earnings Growth Forecast

X-FAB Silicon Foundries (ENXTPA:XFAB) is forecast to grow earnings by 40.4% per year, significantly outpacing its own five-year average growth of 18.9% and the French market's projected 12.4% per year. Revenue growth is also expected to lead, with a 6.9% annual forecast compared to the French market's 5.6%. However, net profit margins have compressed sharply to 3.7%, down from 13.8% last year. This suggests profitability pressure despite strong growth expectations and an attractive valuation...
ENXTPA:DEC
ENXTPA:DECMedia

The Bull Case For JCDecaux (ENXTPA:DEC) Could Change Following Major Barcelona Advertising Contract Win – Learn Why

JCDecaux SE recently secured the exclusive 10-year advertising contract for Barcelona’s bus shelters and City Information Panels, covering over 1,400 shelters, nearly 500 information panels, and 3,000 analogue advertising displays, with 300 new digital screens to be installed city-wide. This win marks JCDecaux’s return to Spain’s second largest city and cements its position as the operator of the country’s largest national range of street furniture displays, reflecting a strengthened...
ENXTPA:AI
ENXTPA:AIChemicals

Air Liquide (ENXTPA:AI) Valuation After Strategic Reorganisation and Growth Outlook Confirmation

L'Air Liquide (ENXTPA:AI) unveiled plans to combine its industrial divisions into one global structure, aiming to boost efficiency and speed up digital and AI adoption. Recent quarterly results and a sustained outlook reinforce this forward-looking approach. See our latest analysis for L'Air Liquide. While L'Air Liquide has recently captured attention with its sweeping industrial reorganisation and expansion into clean energy and semiconductors, the share price has drifted lower in the past...
ENXTPA:GTT
ENXTPA:GTTOil and Gas

Is Samsung's New LNG Cargo Hold Technology Changing the Outlook for Gaztransport & Technigaz (ENXTPA:GTT)?

Earlier this week, Samsung Heavy Industries announced that an LNG carrier featuring its new Korean LNG cargo hold (KC-2C) technology had completed its first commercial voyage, promising improved airtightness and insulation and reducing dependence on Gaztransport & Technigaz’s established systems. This development signals a shift in the competitive landscape for LNG containment, highlighting South Korea’s push for technological self-reliance in a market historically dominated by GTT’s...
ENXTPA:TEP
ENXTPA:TEPProfessional Services

Can Teleperformance’s (ENXTPA:TEP) Public Sector Wins Signal Durable Contract-Driven Growth Ahead?

On October 27, 2025, Teleperformance announced it has secured positions on both Lot 1 (Citizen Experience) and Lot 2 (Business Services) of the UK Crown Commercial Services MYR 6,295 framework, further strengthening its government and public sector footprint. This dual appointment highlights Teleperformance's expanding influence in public sector digital and back-office services, underlining its progress in scaling contract wins and broadening client relationships across government...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

A Look at Engie (ENXTPA:ENGI) Valuation Following Major Meta Solar Power Deal in Texas

Engie (ENXTPA:ENGI) has signed a new Power Purchase Agreement with Meta, focused on its upcoming 600 MW Swenson Ranch Solar project in Texas. Meta will purchase all of the project's output for its U.S. data centers. See our latest analysis for Engie. Engie’s share price has gained momentum this year, climbing 31% year-to-date to $20.35, while the total shareholder return is an impressive 43% for the past twelve months. Recent deals like the expanded Meta partnership and a busy conference...
ENXTPA:BN
ENXTPA:BNFood

How Strong China Sales and 2025 Outlook at Danone (ENXTPA:BN) Are Shaping Its Investment Story

Danone reported third-quarter 2025 sales of €6.88 billion, surpassing expectations as robust growth in China’s infant milk formula and medical nutrition offset weaker demand in North America. The company reconfirmed its full-year 2025 outlook, highlighting China's contribution as an increasingly critical driver amid concerns about regional diversification and evolving consumer preferences. We’ll explore how China’s exceptional performance and Danone’s renewed guidance may influence the...
ENXTPA:BB
ENXTPA:BBCommercial Services

Société BIC (ENXTPA:BB) Is Down 10.5% After Cello India Exit and Lowered 2025 Sales Outlook Has The Bull Case Changed?

Earlier this week, Société BIC announced a softer-than-anticipated third-quarter performance for 2025, revised its full-year sales outlook to a 1% to 1.5% decline at constant currency, and began divesting its Cello business in India amid ongoing strategic review efforts. The company's move to sharpen its operational focus and exit the Cello segment comes as new CEO Rob Versloot addresses challenges in major markets, particularly the US. We'll explore how BIC's decision to divest its Cello...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

A Fresh Look at Amundi (ENXTPA:AMUN) Valuation After UniCredit Announces Major Asset Withdrawal

Amundi (ENXTPA:AMUN) shares dropped after news emerged that UniCredit plans to reduce its investments managed by Amundi to almost zero over the next two years. Investors are closely watching this change. See our latest analysis for Amundi. The market reaction to the UniCredit news capped a year where Amundi’s momentum had started to build, supported by resilient inflows, a record €2.32 trillion in assets under management, and solid demand from Asia. While the total shareholder return over the...
ENXTPA:VIV
ENXTPA:VIVEntertainment

Vivendi (ENXTPA:VIV) Valuation Update Following New Financial Results and Gameloft-Driven Growth

Vivendi (ENXTPA:VIV) released its latest unaudited financial results, highlighting a small dip in third quarter revenue, but a 5% rise for the first nine months, thanks largely to Gameloft’s improved numbers. See our latest analysis for Vivendi. Vivendi’s solid revenue growth from Gameloft has helped brighten its broader narrative, and investors seem to have noticed. Despite some recent softness, with a 4.57% drop in the past week, the stock’s total shareholder return of 43.61% over the past...
ENXTPA:FRVIA
ENXTPA:FRVIAAuto Components

What Does Forvia's (ENXTPA:FRVIA) Steadfast Outlook Reveal About Management's Confidence Amid Softer Sales?

Forvia SE recently reported unaudited group sales for the third quarter and first nine months of 2025, showing sales of €6.12 billion and €19.60 billion, respectively, down from the same periods last year, and confirmed its full-year sales guidance of €26.3–27.5 billion at constant exchange rates. While recent sales declined, Forvia’s reaffirmation of its annual earnings outlook indicates management’s continued confidence in achieving its financial objectives despite recent headwinds. With...
ENXTPA:VU
ENXTPA:VUElectronic

A Look at VusionGroup (ENXTPA:VU) Valuation After Major Morrisons Deal and Raised Earnings Outlook

VusionGroup (ENXTPA:VU) just landed a high-profile partnership with UK grocer Morrisons, who will roll out electronic shelf labels across all its stores. This comes as VusionGroup reconfirms its upbeat earnings guidance and expects record Q4 revenue. See our latest analysis for VusionGroup. VusionGroup’s win at Morrisons and strengthened guidance have caught investor attention, with the company’s share price up 25.3% year-to-date and a one-year total shareholder return of 58.3%. Momentum has...
ENXTPA:RXL
ENXTPA:RXLTrade Distributors

Rexel (ENXTPA:RXL): Evaluating Valuation After Recent Steady Share Price Gains

Rexel (ENXTPA:RXL) has caught investor attention recently with its shares seeing steady movement. Over the past month, Rexel’s stock has delivered a solid 8% gain, prompting some market watchers to take a closer look. See our latest analysis for Rexel. Zooming out, Rexel’s 23% share price return so far this year builds on impressive momentum, with a 90-day gain of over 15% and a three-year total shareholder return nearing 98%. Recent share movement suggests confidence is rising and hints at...
ENXTPA:AKE
ENXTPA:AKEChemicals

Arkema (ENXTPA:AKE): Valuation Insights After New Sustainability Milestones in Italy and France

Arkema (ENXTPA:AKE) recently announced two new milestones in its sustainability strategy. Its Boretto site in Italy earned ISCC PLUS certification, and a major modernization and decarbonization project was completed in Lacq/Mourenx, France. See our latest analysis for Arkema. Despite these ambitious sustainability initiatives, Arkema's share price has been under considerable pressure, closing recently at €51.7. The year-to-date share price return stands at -27.79%, while total shareholder...
ENXTPA:IPN
ENXTPA:IPNPharmaceuticals

Does Ipsen's Upgraded 2025 Guidance Signal Stronger Margins for ENXTPA:IPN?

In October 2025, Ipsen S.A. reported third quarter sales of US$915.0 million, up from US$836.6 million the previous year, and raised its 2025 earnings guidance, expecting total sales growth of around 10% at constant exchange rates and a core operating margin of approximately 35%. An interesting aspect is that Ipsen anticipates a currency-related sales headwind of about 3%, yet has still upgraded both its sales growth and margin forecasts, signaling confidence in its underlying business...
ENXTPA:ACA
ENXTPA:ACABanks

Crédit Agricole (ENXTPA:ACA) Margin Drop Challenges Value Bull Case Despite Strong Five-Year Earnings Growth

Crédit Agricole (ENXTPA:ACA) posted solid numbers with earnings growth averaging 14.6% per year over the last five years, and current annual EPS projected to rise 3.4%. Revenues are also expected to inch up by 3.2% annually, though both figures lag behind the broader French market’s pace. Net profit margins declined to 24.9% from last year’s 27.2%, reinforcing a picture of modest growth and some pressure on profitability, while investors eye relative value in a sector where margins are front...
ENXTPA:SU
ENXTPA:SUElectrical

What Schneider Electric (ENXTPA:SU)'s Data Center Power Push and Guidance Update Means For Shareholders

Schneider Electric recently reaffirmed its 2025 earnings guidance, anticipating organic revenue growth of 7% to 10%, and announced several product and executive updates, including a collaboration with NVIDIA to develop advanced 800 VDC power systems for high-density data centers. The company's focus on innovation in renewable energy applications and data center power solutions underscores its commitment to meeting emerging industry demands while supporting sustainability and digital...
ENXTPA:FGR
ENXTPA:FGRConstruction

Does Rising Toll Road Traffic Hint at a New Growth Phase for Eiffage (ENXTPA:FGR)?

Eiffage SA recently announced its third quarter and nine-month results for 2025, reporting year-over-year growth in both consolidated revenue and total network traffic across its APRR, AREA, and Aliaé networks. Rising traffic volumes on key toll road networks underscore continued demand for Eiffage's infrastructure assets beyond the core construction segment. We will explore how healthy increases in network traffic and revenue may reinforce Eiffage's investment narrative and future...