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:ODET
ENXTPA:ODETLogistics

Compagnie de l'Odet (ENXTPA:ODET): Analyzing Valuation Following Sharp Q3 Revenue Decline and Weaker Business Trends

Compagnie de l'Odet (ENXTPA:ODET) released its third-quarter and nine-month revenue update, showing a 24% drop in Q3 group sales at constant scope and exchange rates. The report also noted muted benefits from recent acquisitions and currency shifts. See our latest analysis for Compagnie de l'Odet. After a tough Q3 update, Compagnie de l'Odet’s share price now sits at €1,302.0, reflecting a year-to-date loss of 18.5%. While near-term momentum has faded, as shown by a 9.3% three-month share...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation in Focus Following Q3 Growth and 2025 Outlook Update

Voltalia (ENXTPA:VLTSA) just released its third quarter results and updated guidance for 2025, highlighting an increase in annual production and turnover. The company now expects lower curtailment in Brazil for the coming year. See our latest analysis for Voltalia. Voltalia’s third quarter update injected some optimism, but momentum has been slow to translate into the stock price. Despite the recent uptick in production and turnover, the one-year total shareholder return stands at -13.25%,...
ENXTPA:RMS
ENXTPA:RMSLuxury

How Hermès’ Sustained Revenue Growth in Q3 (ENXTPA:RMS) Has Changed Its Investment Story

Hermès International Société en commandite par actions recently reported that third quarter 2025 consolidated revenue reached €3.88 billion, up from €3.70 billion the previous year, with year-to-date revenue rising to €11.92 billion compared to €11.21 billion last year. This ongoing revenue growth signals continued resilience and demand for Hermès’ products in the global luxury market. Let's consider how Hermès’ solid third quarter revenue performance could shape its long-term investment...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

TotalEnergies (ENXTPA:TTE): Assessing Valuation After Strong Earnings Jump and New Saudi Solar Venture

TotalEnergies (ENXTPA:TTE) just posted a big jump in quarterly net income, even though its revenues dipped compared to last year. At the same time, the company revealed plans for a sizable solar project in Saudi Arabia. See our latest analysis for TotalEnergies. TotalEnergies has kept investors on their toes this year with upbeat results, a big solar deal in Saudi Arabia, and increased buybacks. Despite oil price swings and green energy pushback, momentum has gradually rebounded. Its 5.03%...
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...
ENXTPA:DEC
ENXTPA:DECMedia

A Look at JCDecaux (ENXTPA:DEC) Valuation Following Major Barcelona Advertising Contract Win

JCDecaux (ENXTPA:DEC) just secured the largest street furniture advertising contract in Barcelona, marking its return to Catalonia's capital after a competitive tender. The new 10-year deal strengthens their Spanish market footprint with expanded digital displays and a clear sustainability focus. See our latest analysis for JCDecaux. JCDecaux’s return to Barcelona is landing just as investors are watching a period of modest share price recovery. The latest contract win highlights the...
ENXTPA:ATO
ENXTPA:ATOIT

Atos (ENXTPA:ATO): Reassessing Valuation Following a 95% Share Price Surge

Atos (ENXTPA:ATO) shares have caught the attention of investors lately, returning nearly 95% over the past 3 months. The stock’s recent surge has sparked renewed conversations about its current valuation and future prospects. See our latest analysis for Atos. Atos’s recent rally stands out, but zooming out reveals the bigger picture: while the past three months brought a remarkable 94.67% share price return, the one-year total shareholder return is just 8.7%, and losses over three and five...
ENXTPA:SOI
ENXTPA:SOISemiconductor

Breakthrough in FD-SOI Cybersecurity Might Change the Case for Investing in Soitec (ENXTPA:SOI)

On October 20, 2025, CEA and Soitec announced research showing that Fully Depleted Silicon-on-Insulator (FD-SOI) substrates offer strong, intrinsic protection against fault injection attacks, such as those that threaten automotive cybersecurity per ISO/SAE 21434 standards. The research revealed that FD-SOI substrates require up to 150 times more effort to compromise compared to traditional bulk silicon, highlighting their potential to meet strict automotive security needs. We'll now explore...
ENXTPA:SGO
ENXTPA:SGOBuilding

A Look at Saint-Gobain (ENXTPA:SGO) Valuation Following Its Strategic Move Into Direct Lithium Extraction

Compagnie de Saint-Gobain (ENXTPA:SGO) just announced a strategic partnership between its Ceramics division and Eurodia Industrie, targeting the fast-growing Direct Lithium Extraction market. This collaboration highlights Saint-Gobain’s efforts to enable sustainable lithium extraction and supports global electrification trends. See our latest analysis for Compagnie de Saint-Gobain. While the lithium extraction partnership shows how Saint-Gobain is future-proofing itself, investors have...
ENXTPA:VETO
ENXTPA:VETOPharmaceuticals

Vetoquinol (ENXTPA:VETO): Assessing Valuation After Mixed Q3 2025 Sales and US Market Recovery

Vetoquinol (ENXTPA:VETO) released its third-quarter and nine-month 2025 sales figures, revealing an overall decline compared to last year. However, sales of essential products in particular, as well as the US market, posted modest gains. See our latest analysis for Vetoquinol. Vetoquinol’s share price has drifted moderately lower over the last year, with a 1-year total shareholder return of -5.8%, as mixed sales momentum and a soft recent update appear to have tempered investor enthusiasm...
ENXTPA:VIE
ENXTPA:VIEIntegrated Utilities

Veolia Environnement (ENXTPA:VIE): Valuation Perspective After Major Chile Desalination Win and Latin America Expansion

Veolia Environnement (ENXTPA:VIE) just landed the operation and maintenance contract for Chile’s Aguas Pacifico desalination plant, surpassing several major competitors. This long-term project strengthens Veolia’s foothold in Latin America and highlights its expertise in sustainable water management. See our latest analysis for Veolia Environnement. Securing a flagship project in Chile comes as Veolia’s shares have steadily gained momentum this year, notching a 7.2% year-to-date share price...
ENXTPA:MMT
ENXTPA:MMTMedia

What Métropole Télévision (ENXTPA:MMT)'s Streaming Surge and Strong TV Season Start Mean For Shareholders

In late October 2025, M6 Métropole Télévision reported its strongest start to the TV season in six years, highlighting higher audience share and substantial growth on its streaming platform over the previous nine months. Management confirmed streaming revenue is still on track to surpass €200 million by 2028, with over 1 billion hours viewed via M6+ as the platform continues to expand engagement, despite an expected slowdown in TV advertising due to political uncertainty in the final quarter...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Amundi (ENXTPA:AMUN) Earnings Beat Long-Term Trend, Challenging Bearish Outlooks on Margins and Growth

Amundi (ENXTPA:AMUN) posted a standout earnings performance, growing net income by 27.1% over the past year, well above its five-year average of 6.2%. The firm’s net profit margin climbed to 23.5% from 20.3%, showing high-quality profitability, even as forward guidance points to a 15.6% annual revenue decline and a 1.9% annual decrease in earnings over the next three years. See our full analysis for Amundi. Next up, we will see how these numbers hold up against the major bull and bear...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Pluxee’s Higher Dividend Proposal Could Be a Game Changer for Pluxee (ENXTPA:PLX)

Pluxee N.V. recently announced that its Board of Directors is proposing a dividend distribution of €0.38 per ordinary share for fiscal 2025, reflecting a 9% year-on-year increase, pending approval at the upcoming annual General Meeting. This proposed dividend hike stands out as a tangible indicator of the company’s focus on rewarding shareholders and potentially highlights confidence in its underlying financial health. Given the company’s Board has signaled a heightened commitment to...
ENXTPA:EXENS
ENXTPA:EXENSAerospace & Defense

Should Exosens’ Defense Demand and Acquisitions Drive a Shift in Outlook for ENXTPA:EXENS Investors?

Exosens reported strong revenue growth in the first nine months of 2025, fueled by continued defense market demand, especially for night vision solutions, and completed several acquisitions, including NVLS and Phasics, to expand its technology portfolio. The company is moving forward with a plan to boost production capacity by 40% by 2027, aiming to meet rising global demand across its defense and imaging segments. We'll examine how this enhanced production capacity and acquisition strategy...
ENXTPA:RNO
ENXTPA:RNOAuto

Renault (ENXTPA:RNO) Valuation: Assessing the Stock After Q3 Revenue Growth and Hybrid Innovation Unveiled

Renault (ENXTPA:RNO) has caught the market’s attention after announcing higher revenues for the third quarter and first nine months of 2025, signaling ongoing positive momentum. The update was also supported by innovation from Horse Powertrain. See our latest analysis for Renault. Renault’s recent sales uptick and new hybrid tech have sparked plenty of interest, yet the share price has not reflected that enthusiasm so far. After a steady climb mid-year, the stock has pulled back to €33.86,...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

What Engie (ENXTPA:ENGI)'s $900 Million Swenson Ranch Solar Deal With Meta Means For Shareholders

Meta announced it will purchase 100% of the output from ENGIE's new 600 MW Swenson Ranch Solar project in Stonewall County, Texas, which is now ENGIE’s largest U.S. renewable asset and is set to begin operation in 2027. This agreement marks over 1.3 GW of renewable power purchase commitments between ENGIE and Meta, underscoring the energy demand of large-scale data centers and ENGIE’s growing foothold in the expanding U.S. renewables market. We’ll now examine how ENGIE’s US$900 million...
ENXTPA:ADP
ENXTPA:ADPInfrastructure

Aeroports de Paris (ENXTPA:ADP) Valuation: Assessing Shares After Airport Fee Increase Plans for 2026

Aeroports de Paris (ENXTPA:ADP) has put forward plans to increase airport fees at Paris airports in 2026. The company aims to support infrastructure upgrades and meet rising operational expenses. The proposal is now with the French Transport Regulatory Authority. See our latest analysis for Aeroports de Paris. News of the proposed fee hikes comes as Aeroports de Paris sees its short-term momentum pick up, with a 5.4% share price return over the past month and nearly 10% over the last quarter...
ENXTPA:ASY
ENXTPA:ASYProfessional Services

3 European Stocks Estimated To Be Trading Up To 48.2% Below Intrinsic Value

In recent weeks, European markets have shown resilience, with major indices such as Germany’s DAX and the UK’s FTSE 100 posting gains amid a backdrop of steady inflation and surprising retail growth in the UK. As business activity in the Eurozone hits a high not seen since May 2024, investors may find opportunities in stocks that are trading below their intrinsic value, offering potential for long-term appreciation despite current economic uncertainties.
ENXTPA:IDL
ENXTPA:IDLLogistics

The Bull Case For ID Logistics Group (ENXTPA:IDL) Could Change Following Double-Digit Revenue Growth in Q3 2025 – Learn Why

ID Logistics Group SA reported its third quarter 2025 revenue at €937.8 million, up from €827.3 million a year earlier, and nine-month revenue of €2.70 billion compared to €2.35 billion for the prior-year period. This substantial increase signals ongoing momentum in the company’s core contract logistics operations across its markets. We'll explore how ID Logistics Group's robust revenue growth shapes its investment narrative and signals ongoing operational strength. These 11 companies...
ENXTPA:OPM
ENXTPA:OPMAuto Components

Is OPmobility's (ENXTPA:OPM) Focus on Margins and Debt the Key to Long-Term Resilience?

In October 2025, OPmobility SE reported third-quarter consolidated revenue of €2.36 billion, down from €2.46 billion a year earlier, and confirmed its earnings outlook for the full year 2025 with plans to improve operating margin and net results while reducing net debt. Despite lower recent revenues, the company's emphasis on boosting profitability and strengthening its balance sheet signals a continued focus on operational efficiency and financial resilience. We'll examine how OPmobility's...