ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Airbus (ENXTPA:AIR) Valuation Check After Recent Pullback and Strong Year-to-Date Gains

Airbus (ENXTPA:AIR) has slid about 6% over the past month, even though the stock is still up roughly 20% year to date, a pattern that has many investors rechecking their assumptions. See our latest analysis for Airbus. That recent 6.6% one month share price pullback comes after a strong run driven by double digit revenue and earnings growth, and with a 24.5% one year total shareholder return, momentum looks more paused than broken at this point. If Airbus has you rethinking aerospace...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Is There an Opportunity in Pluxee After Its 29% Share Price Slide in 2025?

If you are wondering whether Pluxee is a beaten down opportunity or a value trap at its current price, this is a good place to unpack what the market might be missing. The stock has been choppy lately, up 1.8% over the last week but still down 4.5% over 30 days and roughly 29% lower year to date. This naturally raises questions about whether sentiment has swung too far. Recent coverage has focused on Pluxee's standalone positioning in employee benefits and engagement solutions following its...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Should Edenred’s Deeper Role in Daimler Truck’s EV Charging Rollout Require Action From Edenred (ENXTPA:EDEN) Investors?

Edenred recently announced a partnership with Daimler Truck to power the TruckCharge semi-public electric charging network across Europe, using its Spirii e-mobility software and extending Mercedes Benz electric trucks’ access to the UTA Edenred public charging network of roughly 420 truck-compatible stations in 23 countries. This move positions Edenred’s Spirii platform at the core of a large-scale heavy-vehicle charging ecosystem, reinforcing its role in the road transport energy...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Assessing STMicroelectronics After Recent 8.4% Rebound and Long Term Cash Flow Outlook

Wondering whether STMicroelectronics is a bargain or a value trap at current levels? You are not alone, but we can walk through the numbers in a clear and practical way. After a choppy few years that left the stock down 34.3% over three years and 23.9% over five, the recent 8.4% rise over the last month suggests sentiment might be starting to shift, even though it is still down 7.3% year to date and 8.8% over the past year. Investors have been reacting to a mix of macro signals from the...
ENXTPA:ABVX
ENXTPA:ABVXBiotechs

ABIVAX (ENXTPA:ABVX) Q3 2025 Loss Surges to €153m, Reinforcing Cash-Burn Concerns

ABIVAX Société Anonyme (ENXTPA:ABVX) has just posted its Q3 2025 numbers, with revenue of about €2.0 million and a basic EPS of roughly -€2.10, while trailing 12 month figures sit at €6.8 million in revenue and EPS of around -€4.46. The company has seen revenue hover in a narrow band between about €0.97 million and €2.0 million over the last few quarters, while EPS has remained firmly negative throughout that stretch. This highlights a story driven more by pipeline progress than by near term...
ENXTPA:AC
ENXTPA:ACHospitality

Accor (ENXTPA:AC) Valuation Check as Trading Surges and New Regional CEO Signals Strategic Shift

Accor (ENXTPA:AC) is drawing extra attention after promoting long time executive Karelle Lamouche to CEO for Europe and North Africa, just as trading volumes climb ahead of the group’s February 2026 earnings. See our latest analysis for Accor. That leadership change is landing as momentum builds, with a roughly 15 percent 90 day share price return and a standout three year total shareholder return north of 115 percent, suggesting investors are leaning into Accor’s recovery story. If Karelle...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Eurofins Scientific (ENXTPA:ERF): Has the 20% Year-To-Date Rally Closed Its Valuation Gap?

Eurofins Scientific (ENXTPA:ERF) has quietly outperformed this year, with the stock up roughly 20% year to date, despite a more mixed picture over the past month and quarter. See our latest analysis for Eurofins Scientific. That 19.5% year to date share price return, alongside a 23% one year total shareholder return, suggests sentiment has been steadily improving as investors reassess Eurofins Scientific's growth prospects and risk profile around its current €58.26 share price. If Eurofins's...
ENXTPA:SPIE
ENXTPA:SPIECommercial Services

Should SPIE’s New Tesla Megapack Framework Shape Strategy for (ENXTPA:SPIE) Energy Transition Investors?

SPIE recently announced that it has signed a renewable three‑year European framework agreement with Tesla to deliver Megapack-based battery energy storage system projects across its specialist subsidiaries, covering existing and potential work in France, Belgium, the Netherlands, Poland and Germany. This deal not only deepens SPIE’s role in the energy transition by integrating large-scale storage into power grids, it also standardises project execution and legal terms across Europe,...
ENXTPA:BVI
ENXTPA:BVIProfessional Services

Did Bureau Veritas' (ENXTPA:BVI) Board Changes Quietly Redefine Its Governance and Capital Structure Story?

Bureau Veritas has recently updated investors on its capital structure, reporting 453,916,256 shares outstanding as of November 30, 2025, alongside detailed voting rights data reflecting new shares issued through stock option exercises. At the same time, the Board has reshaped its governance by appointing Geoffroy Roux de Bézieux as Lead Independent Director and Vice-Chairman, lifting board independence to 58% and signalling a stronger emphasis on oversight and remuneration control. We’ll...
ENXTPA:SOP
ENXTPA:SOPIT

Reassessing Sopra Steria Group (ENXTPA:SOP) Valuation After Naming Rajesh Krishnamurthy as Next CEO

The market is digesting Sopra Steria Group (ENXTPA:SOP) naming Rajesh Krishnamurthy as its next CEO from February 2026, a leadership shift that could reshape the stock’s digital transformation story. See our latest analysis for Sopra Steria Group. The leadership news arrives as investors reassess Sopra Steria’s trajectory, with the 1 month share price return of 13.7 percent and 1 week share price return of 11.2 percent partly reversing a weaker year to date and a modestly positive 3 year...
ENXTPA:BB
ENXTPA:BBCommercial Services

Will Exiting Rocketbook and Tattoo Brands Refocus Société BIC's (ENXTPA:BB) Narrative on Core Staples?

In December 2025, Société BIC said it would discontinue Rocketbook and its Skin Creative tattoo businesses Inkbox and Tattly, winding down their operations by the first quarter of 2026 after reviewing their performance against group ambitions. This exit from digital writing and tattoo products marks a clear refocus on BIC’s core categories and a tightening of its portfolio discipline. We’ll now examine how BIC’s decision to exit Rocketbook and Skin Creative-tattoo activities reshapes its...
ENXTPA:ENGI
ENXTPA:ENGIIntegrated Utilities

Is Offshore Win At BC-Wind And Analyst Upgrade Altering The Investment Case For Engie (ENXTPA:ENGI)?

Recently, DEME secured offshore wind installation contracts in Poland for the BC-Wind project, a roughly 390MW development led by Ocean Winds, the joint venture between EDP Renewables and ENGIE, with offshore installation scheduled for 2027–2028. Around the same time, ENGIE’s sponsored ADR received an earnings-based rating upgrade from Zacks, highlighting growing confidence in its underlying business momentum. We’ll now examine how progress on the BC-Wind offshore project, together with the...
ENXTPA:AF
ENXTPA:AFAirlines

Reassessing Air France-KLM (ENXTPA:AF) Valuation After CMA CGM’s Convertible Bond Linked to Its 8.8% Stake

Why CMA CGM's Move Jolted Air France-KLM Shares The latest jolt in Air France-KLM (ENXTPA:AF) came from outside the cockpit, with major shareholder CMA CGM announcing a three year equity linked bond tied to its entire 8.8% stake. This structure effectively puts a timer on potential share issuance. That helps explain why the stock slid around 9% as investors quickly repriced dilution risk, future selling pressure, and the balance between short term volatility and long term value. See our...
ENXTPA:AM
ENXTPA:AMAerospace & Defense

Dassault Aviation (ENXTPA:AM): Assessing Valuation After Expanded Falcon 6X Manufacturing Partnership with Dynamatic Technologies

Dassault Aviation société anonyme (ENXTPA:AM) just deepened its partnership with India based Dynamatic Technologies, handing it responsibility for manufacturing and assembling the complete rear fuselage of the Falcon 6X business jet. This matters for supply chain resilience, cost base, and long term growth positioning. See our latest analysis for Dassault Aviation société anonyme. That deeper tie up with Dynamatic comes as the latest share price, at €272.2, has cooled from its recent highs...
ENXTPA:KER
ENXTPA:KERLuxury

Is It Too Late To Consider Kering After Its 2025 Share Price Rebound?

If you are wondering whether Kering is still a bargain after its recent rebound, or if the easy money has already been made, this deep dive is for you. The stock is up 25.6% year to date and 25.2% over the last year, even after a softer recent patch with a 7.6% drop over the past month and only a 0.2% gain in the last week, hinting at shifting sentiment and risk perceptions. Investors have been reacting to headlines around the luxury sector, including concerns about slowing demand in key...
ENXTPA:RI
ENXTPA:RIBeverage

Does Barclays’ India-Focused Upgrade Change The Bull Case For Pernod Ricard (ENXTPA:RI)?

Earlier this week, Barclays upgraded Pernod Ricard from “equal-weight” to “overweight,” citing the spirits group’s improved positioning in the U.S. and India alongside reduced exposure to China. The bank’s more optimistic stance emphasizes emerging benefits from India’s trade agreement with the UK and long-term opportunities linked to new consumption patterns, including ride-hailing and robotaxis in Pernod Ricard’s largest market. We’ll now examine how Barclays’ upgraded view, especially...
ENXTPA:HO
ENXTPA:HOAerospace & Defense

Will Thales' New AI Security Fabric Redefine Its Cybersecurity Edge and Broader Story (ENXTPA:HO)?

Earlier this week, Thales launched its AI Security Fabric, introducing runtime protections for agentic AI, LLM-powered applications, enterprise data, and identities against threats such as prompt injection, data leakage, model manipulation, and insecure RAG pipelines. This move positions Thales as an early provider of end-to-end security for enterprise AI ecosystems, with further enhancements planned in 2026 to deepen its AI-focused cybersecurity offering. We’ll now examine how this new AI...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Did New €1 Billion EIB Credit Line Just Shift STMicroelectronics' (ENXTPA:STMPA) Investment Narrative?

Earlier this month, STMicroelectronics and the European Investment Bank agreed a €500 million financing tranche as part of a €1 billion credit line to support high-volume semiconductor manufacturing and R&D across key sites in Italy and France. This ninth financing agreement between the two parties, bringing total EIB support to about €4.20 billion, underlines how STMicroelectronics sits at the center of Europe’s push for semiconductor competitiveness and strategic autonomy, particularly...
ENXTPA:SU
ENXTPA:SUElectrical

Has Schneider Electric’s Strong Multi Year Run Left Much Upside for 2025?

If you are wondering whether Schneider Electric is still a smart buy at today’s price, or if most of the upside has already been captured, you are not alone. This article will walk through what the current market is really pricing in. Despite a strong multi year run, with the stock up roughly 121% over five years and almost 90% over three, the more recent picture has flattened out, with the share price roughly flat over 7 days and slightly negative over the last month and year to...
ENXTPA:RNO
ENXTPA:RNOAuto

Will Renault’s Ford EV Platform Deal Reshape Renault's (ENXTPA:RNO) Scale and Margin Narrative?

Earlier this week, Renault Group and Ford announced a landmark partnership to co-develop two Ford-branded electric cars on Renault’s Ampere platform, produced in Northern France and targeting early 2028 showroom arrivals, alongside a Letter of Intent to collaborate on light commercial vehicles in Europe. This tie-up combines Renault’s EV manufacturing ecosystem and Ford’s brand and software ambitions, potentially reshaping Europe’s mass-market EV and van landscape through shared scale, cost...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML) valuation: assessing the stock after the $220 million US jury verdict

A US jury has hit Michelin North America, part of Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML), with a $220 million verdict over a fatal tire failure, sharpening investor focus on legal and reputational risk. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. The verdict lands after a choppy spell for Michelin, with the latest share price at $28.05 and a year to date share price return...
ENXTPA:CAP
ENXTPA:CAPIT

Assessing Capgemini’s Valuation After AI Consulting Push and 9.4% Share Price Rise

If you are wondering whether Capgemini at around €147.60 is a bargain hiding in plain sight or a stock that has already had its moment, you are not alone. Over the last month the share price has climbed 9.4%, including a 2.1% gain in the past week, even though it is still down 5.8% year to date and about 3.2% over the last year. Recent headlines have focused on Capgemini doubling down on AI driven consulting and cloud transformation deals, alongside expanding partnerships with hyperscalers...