ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Will Stable LEAP Engine Deliveries Shape Safran’s (ENXTPA:SAF) Competitive Edge in Aerospace?

In recent commentary, Safran's CEO reported that fourth quarter LEAP engine deliveries are expected to closely match third quarter levels, while CFM is continuing talks for a potential Boeing 737 engine deal with a Turkish airline. This update highlights both the stability of Safran’s core engine operations and the ongoing pursuit of new business opportunities within the commercial aerospace sector. We'll explore how the steady outlook for LEAP engine deliveries shapes Safran's current...
ENXTPA:MRN
ENXTPA:MRNElectrical

Why Mersen (ENXTPA:MRN) Is Down 14.5% After Cutting Outlook Due to Ongoing Solar Weakness

Mersen recently reported Q3 results that missed market expectations, citing ongoing weakness in its solar power segment and reducing its full-year organic sales growth, profit margin, and capital expenditure guidance due to a lack of recovery in this area. An important takeaway is that management expressed limited visibility on a turnaround in the solar segment, prompting analysts to anticipate downward revisions to consensus estimates for the company. We'll explore how weak activity and...
ENXTPA:DG
ENXTPA:DGConstruction

Vinci (ENXTPA:DG) Valuation in Focus as Quarterly Growth and 2025 Outlook Support Investor Optimism

Vinci (ENXTPA:DG) just released third quarter results showing its revenue climbed 5% to €19.4 billion. Traffic at Vinci Airports also increased. The company reaffirmed its 2025 outlook and addressed France’s higher corporate tax charges. See our latest analysis for Vinci. Vinci’s solid quarterly revenue gains and growth in airport traffic have helped the company maintain strong operational momentum this year, even with higher French corporate taxes on the horizon. The shares now trade at...
ENXTPA:RI
ENXTPA:RIBeverage

Did Pernod Ricard's (ENXTPA:RI) Updated Growth Targets Just Shift Its Investment Narrative?

Pernod Ricard recently reported first quarter 2026 sales of €2,384 million and updated its medium-term guidance, projecting average annual organic net sales growth of 3% to 6% through fiscal years 2027-2029, with ongoing margin expansion. The reaffirmed guidance for fiscal year 2026, combined with clear medium-term targets, gives investors greater visibility into expected growth drivers and profitability trends. We'll explore how management’s projection of organic net sales growth and margin...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Valuation in Focus After Precedent-Setting Sudan Liability Verdict

BNP Paribas (ENXTPA:BNP) has been found civilly liable by a Manhattan federal jury for its role in enabling atrocities in Sudan. The ruling establishes a new legal precedent and highlights significant financial accountability risks for investors. See our latest analysis for BNP Paribas. The landmark Sudan ruling arrives after a volatile stretch for BNP Paribas, with its share price falling 11.7% over the past month but still boasting a year-to-date gain of 15.6%. Despite recent legal...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

STMicroelectronics (ENXTPA:STMPA): Valuation Insights After Q3 Beat and Sales Outlook Cut

Interest around STMicroelectronics (ENXTPA:STMPA) jumped this week as the company released its third-quarter earnings. While STMicroelectronics beat analyst estimates for Q3, shares dropped sharply after it lowered its sales outlook for the full year. See our latest analysis for STMicroelectronics. STMicroelectronics’ share price has taken a real hit, down over 13% last week, despite beating Q3 estimates and announcing new products and board changes. That sharp drop reflects fading momentum...
ENXTPA:URW
ENXTPA:URWRetail REITs

Assessing Unibail-Rodamco-Westfield's (ENXTPA:URW) Valuation After Recent Share Price Gains

Unibail-Rodamco-Westfield (ENXTPA:URW) has seen its shares fluctuate over the past week, reflecting ongoing investor interest in the commercial real estate sector. With a steady return in the past month, there is an upbeat mood among shareholders. See our latest analysis for Unibail-Rodamco-Westfield. Unibail-Rodamco-Westfield's share price has climbed 23.26% year-to-date, while the past year’s total shareholder return of 23.11% and a notable 109.58% over three years highlight upward momentum...
ENXTPA:DSY
ENXTPA:DSYSoftware

Dassault Systèmes (ENXTPA:DSY) Is Down 12.4% After Lowering Revenue Outlook and Missing Q3 Estimates - What's Changed

Earlier this month, Dassault Systèmes cut its annual revenue growth outlook to 4%-6% for 2025 and reported third-quarter results that came in below expectations, while reaffirming its 7%-10% diluted EPS growth target. An expanded partnership between Medidata, a Dassault Systèmes company, and Sanofi to advance clinical research highlights the potential for innovation within its Life Sciences segment, despite current challenges. We will examine how Dassault Systèmes' lowered full-year revenue...
ENXTPA:MRN
ENXTPA:MRNElectrical

Mersen (ENXTPA:MRN): Evaluating Value After Solar Weakness and Earnings Miss Reshape Market Expectations

Mersen (ENXTPA:MRN) caught investor attention after its shares took a steep dive, following the release of Q3 results that fell short of expectations. This was driven largely by sluggish performance in its solar power segment. See our latest analysis for Mersen. After gaining impressive ground for much of 2024, Mersen's share price has now swung sharply as recent weak solar segment results rattled the market. The stock dropped 18.3% in a single day but still holds a 12.4% year-to-date price...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Bureau Veritas (ENXTPA:BVI): Assessing Valuation After Recent 10% Share Price Rise

Bureau Veritas (ENXTPA:BVI) shares have seen a steady climb over the past month, gaining more than 10%. Investors are taking note of the company’s recent momentum as they look for clues about whether this move could continue. See our latest analysis for Bureau Veritas. While Bureau Veritas has enjoyed a strong 1-month share price return of nearly 11%, this builds on a longer-term track record reflected in a 1-year total shareholder return of 1.3% and an impressive 73.5% gain over five years...
ENXTPA:DG
ENXTPA:DGConstruction

What Vinci (ENXTPA:DG)'s Resilient 2025 Guidance Amid Tax Headwinds Means For Shareholders

Vinci SA recently confirmed its 2025 earnings guidance following solid third-quarter results, reporting group revenue of €19.4 billion, up 4.7%, and continued growth in airport traffic and Energy Solutions segments. The company also highlighted that a one-off increase in France's corporate income tax for large companies is expected to reduce 2025 net income by an estimated €0.4 billion, underscoring its exposure to regulatory changes in its home market. We’ll assess how Vinci’s ability to...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Is Airbus Still Attractive After a 52% Surge and Strong Cash Flow Outlook?

If you are wondering what to do with Airbus stock right now, you are not alone. With shares closing recently at 208.45 and an impressive 51.7% gain over the past year, investors are grappling with the classic dilemma: keep riding the rally or lock in profits? Over the past five years, Airbus has soared 256.4%, showing resilience and recovery momentum as global travel demand steadily returns. Just in the last month, the stock is up 6.5%, and it has climbed 4.0% in the last week alone. Several...
ENXTPA:IPS
ENXTPA:IPSMedia

Ipsos (ENXTPA:IPS) Is Down 5.2% After Trimming 2025 Outlook Amid Slower Public Sector Activity

In its Q3 2025 earnings update, Ipsos reported a 2.9% organic growth rebound, but trimmed its full-year outlook due to ongoing weakness in public sector activity and broader external challenges. The company's leadership transition, integration of The BVA Family acquisition, and upcoming strategy announcement focused on digital and AI signal a significant transformation in its business model. We'll examine how Ipsos's lowered annual guidance and focus on digital acceleration could reshape its...
ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER) Divests Beauty Unit and Trims Debt—Is Its Focus on Fashion Paying Off?

Kering SA reported that its group revenue for the third quarter of 2025 was €3.42 billion, representing a 10% decline as reported and a 5% decline on a comparable basis, with performance at Gucci and across the portfolio showing sequential improvement over the previous quarter. In parallel, Kering agreed to sell its beauty division and certain fragrance licenses to L'Oréal for €4 billion in cash, aligning with a broader restructuring plan to refocus on fashion and reduce debt while entering...
ENXTPA:AF
ENXTPA:AFAirlines

Assessing Air France-KLM (ENXTPA:AF) Valuation Following Recent Share Price Movements

Air France-KLM (ENXTPA:AF) shares have been quietly shifting over the past month, dipping around 4% even as the company maintains positive year-to-date gains. Investors appear to be weighing recent performance against longer-term expectations. See our latest analysis for Air France-KLM. Despite a modest dip over the past month, Air France-KLM’s 39.1% year-to-date share price return points to strong momentum as the travel sector regains altitude. While recent pullbacks may reflect shifting...
ENXTPA:MF
ENXTPA:MFDiversified Financial

Wendel (ENXTPA:MF): Evaluating Valuation After Recent Share Price Gain

Wendel (ENXTPA:MF) has seen a modest share price increase of 1.8% today and is up 4% over the past week. Investors might be reviewing the company’s recent performance and valuation as they consider next moves. See our latest analysis for Wendel. With today’s share price now at €82.0, Wendel’s recent gains have helped stem some of this year’s declines, though momentum has been uneven. The 1-year total shareholder return is still down 5.3%, but over three and five years, patient investors have...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

Should You Reconsider Safran After a 41.7% Share Price Surge in 2025?

Thinking about what to do with your Safran shares, or considering a first step into this growing aerospace name? You are far from alone. Safran’s stock has been catching the eye of investors everywhere, and the numbers show why. Just this past week, shares climbed 2.6%, rounding off a robust 4.1% jump for the past month. If you zoom out even further, the stock really shines: up 41.7% so far this year, an impressive 45.6% over the last twelve months, and a staggering 250% gain over five years...
ENXTPA:OR
ENXTPA:ORPersonal Products

L'Oréal (ENXTPA:OR): Examining Valuation as Shares Post 11% Gain Year-to-Date

L'Oréal (ENXTPA:OR) shares recently edged lower, even as the company continues to deliver steady annual growth in both revenue and net income. With the stock up 11% year-to-date, investors are tuning in for what is next. See our latest analysis for L'Oréal. L'Oréal’s 11% share price return so far this year reflects growing optimism about its steady fundamentals, despite a recent brief dip and a few headline-grabbing moments around the sector. Over both the short and long term, total...