ENXTPA:ML
ENXTPA:MLAuto Components

Did Weaker Nine-Month Sales and Lower Guidance Just Shift Michelin’s (ENXTPA:ML) Investment Narrative?

Earlier this week, Compagnie Générale des Établissements Michelin Société en commandite par actions reported group sales of €19.28 billion for the nine months ended September 30, 2025, down from €20.17 billion a year earlier. This sales decrease, tied to market contractions and heightened competition in North America and Europe, prompted Michelin to revise its full-year guidance downward and lower profit forecasts. We'll assess how this sales decline and revised outlook impact Michelin's...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Is Amundi Trading Below Fair Value After Its Latest Sustainability Push?

Thinking about what’s next for Amundi’s stock? You are not alone. Whether you have held on through the years or are weighing a new position, it is hard to ignore a company that has delivered nearly 71% growth over the past three years. Even if the pace has slowed, with a 3.0% rise so far this year and a modest 1.0% bump just this past week, there is a sense that something is stirring beneath the surface. Some of that recent uplift comes on the back of Amundi’s push into new markets and the...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Margin Jump to 14% Reinforces Bullish Narrative on Quality Earnings

Sanofi (ENXTPA:SAN) delivered net profit margins of 14%, up from 9.3% a year ago, and last year’s earnings grew 73.6% after five years of average annual declines of 14.5%. With earnings now forecast to climb 12.48% per year and profit and revenue expected to outpace the broader French market, these headline numbers make a strong case for a shift in investor sentiment. Improved profitability, a six-reward indicator profile, and a substantially lower Price-To-Earnings Ratio compared to peers...
ENXTPA:DSY
ENXTPA:DSYSoftware

Dassault Systèmes (ENXTPA:DSY) Earnings Growth Slows, Challenging Bullish Margin Expansion Narratives

Dassault Systèmes (ENXTPA:DSY) delivered annual earnings growth of 1.2%, falling short of its robust five-year compound rate of 16.7%. Net profit margins edged down to 18% from last year’s 18.5%, and shares are trading at €25.69, just below the estimated fair value of €25.88. Looking ahead, analysts forecast earnings growth of 10.2% per year and revenue growth of 6.2% per year. This beats the French market’s sales outlook but trails its earnings momentum. See our full analysis for Dassault...
ENXTPA:IPS
ENXTPA:IPSMedia

Ipsos (ENXTPA:IPS) Valuation in Focus After Q3 Growth, Acquisition Integration, and CEO Transition

Investors are tuning in after Ipsos (ENXTPA:IPS) delivered its third quarter update, highlighting revenue growth supported by recent acquisitions and improved organic performance. The company also detailed changes in leadership and adjusted its annual growth target. See our latest analysis for Ipsos. The third quarter update comes after what has been a challenging stretch for shareholders, with a 1-year total shareholder return of -22.15% and the share price down 26% year-to-date. Despite...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

Dassault Aviation (ENXTPA:AM): Exploring Valuation After Strong Share Price Surge

Dassault Aviation société anonyme (ENXTPA:AM) continues its steady trajectory, catching the eye after recent share price movements. Investors are now taking a closer look at current valuation and what recent numbers reveal about the company’s momentum. See our latest analysis for Dassault Aviation société anonyme. Dassault Aviation société anonyme’s share price has gained impressive ground this year, jumping nearly 45% year-to-date and delivering a standout 49.6% total shareholder return over...
ENXTPA:OVH
ENXTPA:OVHIT

OVHcloud (ENXTPA:OVH) Profitability Marks Earnings Breakout, Challenging Cautious Valuation Narratives

OVH Groupe (ENXTPA:OVH) has turned profitable, posting 32.7% annual earnings growth over the past five years and now targeting an even stronger 63.8% yearly increase. That outpaces the broader French market’s 12.2% forecast, while revenue is projected to rise at 7.3% per year, also beating the national average. Despite impressive improvements in margins and profit quality, the shares recently traded at €8.49, above some fair value estimates. Investors are weighing robust growth expectations...
ENXTPA:EXPL
ENXTPA:EXPLChemicals

Spotlighting Undiscovered European Gems for October 2025

As of October 2025, the European markets have shown mixed performance with the pan-European STOXX Europe 600 Index inching higher amid dovish signals from U.S. Fed Chair Jerome Powell and easing trade tensions between the U.S. and China. Despite challenges such as a cooling UK labor market and contracting industrial production in the Eurozone, these conditions create a backdrop where discerning investors can identify potential opportunities among small-cap stocks that demonstrate resilience...
ENXTPA:OVH
ENXTPA:OVHIT

OVH Groupe (ENXTPA:OVH) Unifies Leadership After Breaking €1 Billion Revenue—What Does This Signal for Future Growth?

OVHcloud announced that founder Octave Klaba was appointed as both Chairman and CEO following a board decision to unify the roles after its annual results, with Benjamin Revcolevschi's term ending. This leadership consolidation comes as OVHcloud surpassed €1 billion in annual revenue for the first time and outlined a new multi-year strategic plan aimed at supporting future growth and shareholder value. With Octave Klaba's return to unified leadership, we'll consider how this governance shift...
ENXTPA:ALGAE
ENXTPA:ALGAEChemicals

European Penny Stocks To Watch In October 2025

As of mid-October 2025, the European market has shown mixed performance, with the pan-European STOXX Europe 600 Index edging higher due to dovish signals from U.S. Fed Chair Jerome Powell and easing trade tensions between the U.S. and China. Amidst these broader economic movements, penny stocks remain a relevant investment area despite their somewhat outdated label. These stocks typically represent smaller or newer companies that offer potential growth opportunities at lower price points when...
ENXTPA:IPS
ENXTPA:IPSMedia

European Dividend Stocks To Consider In October 2025

As the European markets navigate a landscape shaped by dovish signals from the U.S. Federal Reserve and mixed economic indicators, investors are keenly observing opportunities in dividend stocks, which can offer stability amid volatility. In this context, selecting stocks with strong fundamentals and consistent dividend payouts becomes crucial for those looking to bolster their portfolios against market fluctuations.
ENXTPA:ALFRE
ENXTPA:ALFREProfessional Services

Freelance.com (ENXTPA:ALFRE) Earnings Growth Tops Narrative, But Guidance Flags Future Caution

Freelance.com (ENXTPA:ALFRE) delivered earnings growth of 53.2% over the past year, outpacing its robust five-year average annual growth rate of 20.2%. Net profit margins improved to 2.2% from 1.6% a year ago, while the stock trades at €2.22, a notable discount to its estimated fair value of €9.02 and well below peer valuation multiples. While recent results highlight consistently high-quality earnings and increasing profitability, the major risk for investors is the projected 0.3% annual...
ENXTPA:SGO
ENXTPA:SGOBuilding

How Record-Breaking Palatka Expansion at Compagnie de Saint-Gobain (ENXTPA:SGO) Has Changed Its Investment Story

CertainTeed Gypsum, a subsidiary of Compagnie de Saint-Gobain, has completed a major expansion of its Palatka facility in Florida, doubling production capacity and making it the largest gypsum wallboard manufacturing site globally while creating 110 new jobs for the Jacksonville area. This milestone is part of Saint-Gobain's ongoing investments in North America, with recent facility expansions across Canada, New York, Georgia, and North Carolina signaling sustained growth and industrial...
ENXTPA:ARG
ENXTPA:ARGIndustrial REITs

How CELIO’s Long-Term Logistics Lease and Green Upgrades May Shape Argan (ENXTPA:ARG)

Argan announced that it is supporting CELIO’s growth with a new 10-year lease and major extension of its Amblainville logistics platform, expanding the site to 54,500 sq.m with enhanced mechanization and green energy investments. Significantly, the project includes renewable energy upgrades, such as rooftop solar panels and electric heat pumps, which are expected to reduce annual CO2 emissions at the site by a factor of four. We’ll explore how CELIO’s long-term commitment and Argan’s focus...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Is Down 8.8% After Landmark US Jury Verdict on Sudan Atrocities - Has The Bull Case Changed?

In the past week, a New York federal jury found BNP Paribas liable for enabling atrocities by Sudan's government, awarding nearly US$21 million in damages to three Sudanese-born American plaintiffs for the bank's role in facilitating financial services under the Omar al-Bashir regime. This landmark verdict could open the door for thousands of additional survivors to pursue civil claims against BNP Paribas, raising potential for wider legal and reputational risks for the bank. We'll assess...
ENXTPA:MLHK
ENXTPA:MLHKAerospace & Defense

How Investors Are Reacting To H&K (ENXTPA:MLHK) After the U.S. H-1B Visa Fee Challenge

In September 2025, the U.S. Chamber of Commerce filed a lawsuit against the Trump administration, challenging a presidential proclamation that imposes a $100,000 supplemental fee on new H-1B visa petitions submitted from abroad. This legal move underscores the critical influence of immigration policy on companies that depend on access to international skilled workers. We'll explore how the legal uncertainty around the H-1B visa fee could shape H&K's investment narrative and future hiring...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Should Voltalia's New IFC Partnership and Plant Launches Prompt a Rethink by ENXTPA:VLTSA Investors?

Voltalia recently announced a collaboration with IFC, a member of the World Bank Group, to develop renewable energy solutions for mining operations across Africa, alongside the commissioning of a major 10.5-megawatt biomass plant in French Guiana and the operational launch of the 45-megawatt Clifton Solar power plant in the UK. These developments highlight Voltalia's increasing capacity to deliver turnkey clean energy projects globally, positioning the company as a growing force in helping...
ENXTPA:ADP
ENXTPA:ADPInfrastructure

Aeroports de Paris (ENXTPA:ADP) Is Up 7.2% After Morgan Stanley Upgrade on Regulatory Reassessment Has the Bull Case Changed?

In recent days, Morgan Stanley upgraded Aeroports de Paris from Equalweight to Overweight, highlighting that regulatory risks linked to the upcoming 2025 multi-year regulatory period may have been exaggerated and emphasizing the company’s actions, alongside regulator ART, to reduce related uncertainties. This upgrade draws attention to strong passenger traffic projections for Winter 2025/26 and the significant retail opportunity expected in the latter half of 2026, marking a positive shift...