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:RCO
ENXTPA:RCOBeverage

Rémy Cointreau (ENXTPA:RCO) Is Down 12.3% After Lowering 2025-26 Sales and Profit Outlook

Earlier this week, Rémy Cointreau revised its full-year 2025-26 financial guidance, citing deteriorating market conditions in China and a slower-than-expected sales rebound in the U.S., now forecasting organic sales growth between stable and low single digits with a larger decline in current operating profit than previously anticipated. This outlook revision highlights the company’s ongoing reliance on key international markets and continued exposure to adverse currency effects, despite...
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:CLA
ENXTPA:CLASoftware

Claranova (ENXTPA:CLA) Faces Widening Losses as Earnings Turnaround Becomes Central Investor Focus

Claranova (ENXTPA:CLA) reported revenue growth that is forecast at 4.8% per year, trailing the French market average of 5.5% per year. Despite recent annual losses expanding by 50.5% over the past five years, analysts now expect earnings to surge by 109.28% annually. The company is expected to return to profitability within three years. Shares, currently trading at €1.74, are valued at a Price-To-Sales Ratio of 0.8x, significantly below industry and peer averages. The current price is also...
ENXTPA:GLE
ENXTPA:GLEBanks

Société Générale (ENXTPA:GLE) Net Profit Margin Surge Reinforces Bullish Value Narrative

Société Générale (ENXTPA:GLE) reported net profit margins of 18.2%, a sharp jump from 7.4% a year ago, with full-year EPS growth of 164.4% compared to its five-year average of 19.8% annually. The company has maintained profitability over the past five years, with average earnings growth of 19.8% per year, and the quality of its earnings remains high. While future growth is forecasted to slow, with earnings projected to rise 4.8% per year and revenue 3.1% per year, trailing the broader French...
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:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Profit Margin Jumps to 7%, Challenging Value Narratives in Sector

Airbus (ENXTPA:AIR) reported annual revenue growth of 10.9%, outpacing the broader French market’s 5.6% rate. Earnings grew at an impressive 26.7% per year over the past five years and jumped 55.1% in the latest period, pushing profit margins up to 7% from last year’s 4.8%. With a Price-to-Earnings ratio of 33.2x, which is below industry and peer averages, and the market price well under estimated fair value, Airbus continues to deliver stronger results and outlook than many sector peers, all...
ENXTPA:MC
ENXTPA:MCLuxury

AI Beauty Tech, Sustainability Initiatives, and Fenty Stake Review Might Change the Case for Investing in LVMH (ENXTPA:MC)

In recent days, LVMH Moët Hennessy - Louis Vuitton announced a series of developments, including the launch of Louis Vuitton's first full makeup collection with advanced AI-powered virtual try-on features, the expansion of sustainability partnerships such as a new biodiversity initiative with UNESCO, and discussions around the potential sale of its 50% stake in Fenty Beauty LLC, co-owned with Rihanna. These actions highlight LVMH's accelerating focus on both digital transformation in luxury...
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...