ENXTPA:ENX
ENXTPA:ENXCapital Markets

Is Euronext Fairly Priced After Recent Market Rally in 2025?

Thinking about what to do with your Euronext shares? You are not alone. Whether you are weighing a new investment or simply tracking your returns, it is hard to ignore how this stock has made waves on the market. Euronext is up just over 19% year-to-date and has soared more than 31% during the past 12 months. Zoom out even further, and the three-year performance of 123% puts it solidly ahead of many market peers. The last month did bring a softer patch with a 5.7% pullback. Such moves often...
ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER) Valuation in Focus as Analyst Upgrades and Short Interest Drive Market Debate

Kering (ENXTPA:KER) has recently caught investor attention as major banks like Morgan Stanley and HSBC expressed renewed optimism for the luxury group's upcoming results. At the same time, short selling activity in EMEA consumer stocks has been on the rise, which reflects mixed sentiment around Kering’s near-term prospects. See our latest analysis for Kering. Kering’s share price has surged 32% in the past month and 56% over the last three months, showing strong momentum as optimistic...
ENXTPA:SW
ENXTPA:SWHospitality

Sodexo (ENXTPA:SW): Evaluating Valuation After Recent Share Price Decline

Sodexo (ENXTPA:SW) shares have seen some movement recently, and many investors are looking closer at its latest performance. Given shifts in the stock over the past month, the market is watching how the company’s fundamentals stack up now. See our latest analysis for Sodexo. Sodexo’s share price has taken a sharp turn this year, slipping 34.3% year-to-date, and total shareholder return is down 28.8% over the past twelve months. While short-term momentum has faded, the company’s five-year...
ENXTPA:LR
ENXTPA:LRElectrical

Legrand (ENXTPA:LR): Assessing Valuation Following Strong Share Price Momentum and Growth Projections

Legrand (ENXTPA:LR) shares have experienced some shifts recently, catching the attention of those tracking the industrials sector in France. Investors seem to be weighing the company’s latest performance in relation to its ongoing growth trajectory. See our latest analysis for Legrand. Legrand’s share price has picked up impressive momentum this year, rallying over 51% year-to-date and notching a strong 25% gain in the past three months. Looking longer term, shareholders have seen a total...
ENXTPA:EMEIS
ENXTPA:EMEISHealthcare

The Bull Case For emeis Société anonyme (ENXTPA:EMEIS) Could Change Following Major Debt Reduction Initiatives and Improved Results

emeis Société anonyme recently announced half-year results for 2025, reporting higher sales of €2.91 billion and reduced net loss of €137 million compared to the previous year. The company also confirmed positive free cash flow, achieved major disposals, and launched a healthcare real estate initiative set to cut net debt by nearly €700 million. We'll explore how emeis Société anonyme’s focus on debt reduction through asset disposals shapes its evolving investment narrative. Uncover the next...
ENXTPA:FR
ENXTPA:FRAuto Components

Do Valeo’s (ENXTPA:FR) New Mobility Initiatives Reveal a Shift in Its Competitive Edge?

In early October 2025, Valeo and partners LIDEO and MOBILIANS announced major collaborations focused on advancing mobility technologies, launching professional training, and expanding circular economy initiatives in the automotive sector. This multi-pronged approach highlights Valeo's commitment to electrification, remanufacturing, and technical upskilling, reflecting broader shifts toward sustainable and technology-driven automotive services. We'll examine how Valeo's efforts to expand...
ENXTPA:CS
ENXTPA:CSInsurance

Assessing AXA (ENXTPA:CS) Valuation After AM Best Credit Rating Upgrade and Strong Shareholder Returns

AXA (ENXTPA:CS) shares drew attention after AM Best upgraded its Long-Term Issuer Credit Ratings to “aa” from “aa-”, while affirming its A+ Financial Strength Rating and maintaining a stable outlook. Investors are now assessing what this upgrade means for the insurer’s standing. See our latest analysis for AXA. AXA’s strong fundamentals and the recent ratings upgrade have translated into robust long-term returns, with a five-year total shareholder return of 251.4%. While short-term share...
ENXTPA:ATE
ENXTPA:ATEIT

Alten (ENXTPA:ATE) Valuation in Focus After Major Leadership and Governance Reshuffle

Alten (ENXTPA:ATE) just unveiled a leadership shakeup by separating the roles of Chairman and CEO, with Cyril Malargé set to take over as Chief Executive Officer. The company also welcomed Danièle Guyot-Caparros as an independent director and Audit Committee Chair following a board refresh. See our latest analysis for Alten. Alten’s latest boardroom moves arrive as the company’s 1-year total shareholder return has slipped to -22.9%, reflecting a period of ongoing pressure and shifting market...
ENXTPA:ALO
ENXTPA:ALOMachinery

Alstom (ENXTPA:ALO) Valuation Spotlight as CEO Transition Signals Strategic Shift

Alstom (ENXTPA:ALO) announced that Martin Sion will take over as Chief Executive Officer in April 2026, following a months-long search after Henri Poupart-Lafarge chose not to renew his term. Investors often pay close attention to these transitions, since a new CEO can reshape company priorities and direction. See our latest analysis for Alstom. Alstom’s momentum has picked up in recent months, with a 5.9% one-month and 11.4% three-month share price return. This has been partly fueled by...
ENXTPA:RMS
ENXTPA:RMSLuxury

How Investors May Respond To Hermès (ENXTPA:RMS) Downgrade Amid Creative Shifts in Luxury Sector

In recent days, Morgan Stanley downgraded Hermès International, highlighting a sector-wide shift as rival luxury brands received favorable upgrades due to increased creativity and leadership changes. This move reflects changing industry sentiment, with analyst focus shifting toward brands demonstrating visible creative innovation, while Hermès faces fresh scrutiny amid evolving competitive dynamics. We’ll explore how Morgan Stanley’s downgrade, attributed to an industry “creative supply...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Could Boardroom Turnover at Edenred (ENXTPA:EDEN) Reveal Shifting Priorities in Leadership Strategy?

Following the recent appointment of Thierry Delaporte as Chief Executive Officer of Sodexo, he resigned from Edenred's Board of Directors with immediate effect, and the Board expressed appreciation for his service while indicating a potential new co-opted director in the coming weeks. This immediate board change highlights a period of transition for Edenred, with governance adjustments occurring as the company faces heightened sector-specific risks. We'll examine how changing board...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Thales (ENXTPA:HO): Valuation Insights Following Quantum-Resistant Smartcard Breakthrough and Fresh R&D Funding

Thales (ENXTPA:HO) has taken center stage after rolling out Europe’s first quantum-resistant smartcard. This milestone could redefine secure digital identity protection. Paired with fresh R&D funding and an interim dividend, investor interest has climbed. See our latest analysis for Thales. Thales’s latest breakthroughs have arrived as the stock enjoys strong momentum, with a 90.99% share price return so far this year and a remarkable 78.98% total shareholder return over the past twelve...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO): Assessing Valuation Following Strategic Qevlar AI Cybersecurity Collaboration

Atos (ENXTPA:ATO) shares are drawing attention after the company announced a strategic partnership with Qevlar AI. This move brings new AI-driven automation to its cybersecurity operations, particularly for regulated clients. See our latest analysis for Atos. Atos’ collaboration with Qevlar AI comes on the heels of a period of dramatic share price swings. After a remarkable rebound, reflected in a 112.5% share price return year to date and a 92.5% gain in the past three months, momentum has...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus’s Record A320 Deliveries and Turkish Airlines Order Shift Could Be a Game Changer For Airbus (ENXTPA:AIR)

In early October 2025, Airbus surpassed Boeing’s 737 as the world’s most-delivered passenger aircraft, delivering a record-breaking A320 to Saudi carrier Flynas and solidifying its global leadership in narrowbody jet deliveries. Meanwhile, Turkish Airlines signaled it may redirect a large jet order from Boeing to Airbus if engine supplier negotiations for the 737 MAX remain unresolved, highlighting a potential further shift in global market share. This milestone not only marks an industry...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation in Focus After Launch of Major UK Solar Facility

Voltalia (ENXTPA:VLTSA) has officially launched production at the Clifton Solar power plant in Dorset, adding a major renewable energy asset to its UK portfolio. The new facility is contracted for long-term fixed pricing and will provide clean electricity to more than 10,600 households each year. See our latest analysis for Voltalia. This milestone comes after a stretch of fluctuating performance for Voltalia. While short-term momentum has picked up, reflected in a sharp 31.6% gain in the...
ENXTPA:OVH
ENXTPA:OVHIT

A Look at OVHcloud's (ENXTPA:OVH) Valuation Following Strategic Bitdefender Cybersecurity Partnership

OVH Groupe (ENXTPA:OVH) just took a meaningful step in the cybersecurity space by announcing a new partnership with Bitdefender. This partnership puts Bitdefender’s security platform on OVHcloud’s SecNumCloud service in France. See our latest analysis for OVH Groupe. Momentum around OVH Groupe has been picking up alongside news of the Bitdefender tie-up, with a recent 30-day share price return of 11.02% and a year-to-date surge of 35.44%. Notably, investors who have held on for the full year...
ENXTPA:DSY
ENXTPA:DSYSoftware

How Investors Are Reacting To Dassault Systèmes (ENXTPA:DSY) Expansion Into AI and High-Growth Sectors

In recent weeks, Dassault Systèmes reported further expansion into high-growth verticals such as sustainable infrastructure, space/defense, and life sciences, while successfully integrating new AI-powered products and acquisitions to broaden its addressable market. The company’s advancement in AI-driven solutions and entry into new sectors is supporting both revenue and margin growth, strengthening its position in software-defined manufacturing and digitalization. We'll examine how Dassault...