ENXTPA:TEP
ENXTPA:TEPProfessional Services

Teleperformance (ENXTPA:TEP): Assessing Valuation After Major UK Public Sector Framework Win

Teleperformance (ENXTPA:TEP) has just announced its appointment to the Crown Commercial Services MYR 6295 framework, which not only renews its prominent role in citizen experience but also expands its footprint into business services for UK public sector clients. See our latest analysis for Teleperformance. Despite Teleperformance’s high-profile expansion into UK public sector services, recent trading has been tough, with a 1-year total shareholder return of -32.4% and the share price still...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Will Edenred's (ENXTPA:EDEN) Visa Partnership and Certification Redefine Its Digital Expansion Narrative?

Edenred and Visa announced a partnership to expand digital payment solutions, with Edenred certifying its in-house issuing infrastructure for Visa across multiple business lines and gaining access to new payment capabilities. This collaboration, alongside Edenred's reported third quarter revenue of €726 million, reflecting continued growth, signals the company's focus on accelerating its technology leadership and international expansion. We'll explore how Edenred's Visa partnership and...
ENXTPA:MAU
ENXTPA:MAUOil and Gas

A Look at Maurel & Prom (ENXTPA:MAU)’s Valuation After Q3 Sales Drop and Higher Output

Etablissements Maurel & Prom (ENXTPA:MAU) just released its third-quarter and nine-month 2025 sales and production figures, revealing lower sales than last year but higher production volumes. Investors are digesting what these shifts could mean. See our latest analysis for Etablissements Maurel & Prom. The stock’s momentum has faded over recent months, with a 30-day share price return of -8.48% and a steeper decline year-to-date. However, its 1-year total shareholder return of 2.76% and...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Earnings Growth Misses Long-Term Trend, Underscoring Margin Pressure Concerns

BNP Paribas (ENXTPA:BNP) reported earnings growth of 2.4% over the past year, falling short of its five-year average of 9.4% per year. Net profit margins slipped slightly to 23% from 23.6%, pointing to softer profitability. Looking ahead, earnings are forecast to grow at 7.9% per year, trailing the broader French market's 12.3% annual pace. However, revenue is expected to outpace the market at 7.2% per year. With shares trading at €66.94, well below both fair value estimates and analyst price...
ENXTPA:LSS
ENXTPA:LSSSoftware

Lectra (ENXTPA:LSS) Valuation: Is the Discount an Opportunity or a Warning for Investors?

Lectra (ENXTPA:LSS) shares have moved slightly over the past week, edging up just under 3%. With the stock showing modest gains and a mixed performance over the past month, investors are looking closely at its underlying trends. See our latest analysis for Lectra. Lectra’s share price may have gained traction this week, but zooming out shows a more nuanced picture. While the share price has faced pressure this year with an 8.97% decline year-to-date, long-term shareholders have still enjoyed...
ENXTPA:AI
ENXTPA:AIChemicals

How Air Liquide’s Clean Energy and Semiconductor Expansion May Shape (ENXTPA:AI) Investor Outlook

Air Liquide recently reported a 1.9% revenue increase on a comparable basis for the third quarter, confirming its 2025 outlook and highlighting resilient performances in Healthcare and Industrial Merchant divisions despite currency and energy challenges. The company also advanced its market presence through the acquisition of South Korea's DIG Airgas and announced significant new projects in clean energy and semiconductors, resulting in record efficiency gains and a €4.9 billion investment...
ENXTPA:DIM
ENXTPA:DIMLife Sciences

Does Sartorius Stedim’s Upgraded 2025 Outlook Reinforce the Bull Case for ENXTPA:DIM?

In October 2025, Sartorius Stedim Biotech revised its fiscal year 2025 earnings guidance upward, forecasting sales revenue growth of around 9% and reported strong third quarter results with sales of €705.7 million and net income of €64.2 million, both up significantly from the previous year. This combination of raised growth expectations and substantially higher profits highlights robust operational momentum and management's increased confidence in the company's near-term performance. We'll...
ENXTPA:AC
ENXTPA:ACHospitality

Could Accor’s (ENXTPA:AC) Potential Ennismore IPO Shift Its Approach to Growth and Liquidity?

Earlier this week, Accor confirmed that its board is evaluating a potential IPO for Ennismore, with the company aiming to retain control while supporting Ennismore’s growth platform; at the same time, Accor noted solid third-quarter RevPAR gains in the Americas alongside continued strength in its Luxury & Lifestyle division, despite weakness in other areas. An IPO of Ennismore could provide Accor with additional liquidity and operating flexibility, positioning the company to further enhance...
ENXTPA:SOP
ENXTPA:SOPIT

How Declining Revenue and CEO Search Will Impact Sopra Steria Group (ENXTPA:SOP) Investors

Sopra Steria Group reported consolidated revenue of €1.32 billion for Q3 2025, reflecting a 3.0% decline in total growth and a 2.9% decline on an organic basis, with an update that its major UK defense programme has just launched and will not contribute growth until 2026. Alongside lower-than-expected revenues, the Board of Directors has begun an external search for a new Chief Executive Officer, signaling near-term leadership transition and possible shifts in company direction. We will...
ENXTPA:SW
ENXTPA:SWHospitality

Sodexo (ENXTPA:SW) Valuation Update Following Full-Year Earnings, Dividend Hike, and 2026 Growth Guidance

Sodexo (ENXTPA:SW) released its full-year results, showing increased net profit and improved margins, along with a proposed dividend hike. Investors are also watching leadership changes and new revenue growth guidance for 2026. See our latest analysis for Sodexo. Sodexo’s latest updates, including stronger profits, margin gains, and a modest dividend increase, haven’t managed to lift sentiment. After its results and new guidance, the share price slid 11.6% over the past week and is now down...
ENXTPA:FDJU
ENXTPA:FDJUHospitality

FDJ United (ENXTPA:FDJU): Valuation Perspectives After Updated Guidance Keeps Full-Year Revenue Target Intact

FDJ United (ENXTPA:FDJU) issued updated earnings guidance, projecting a slight revenue dip for the fourth quarter compared to last year. The company is maintaining expectations for full-year revenue to top EUR 3.7 billion. See our latest analysis for FDJ United. With the company revising its outlook for the current quarter but reaffirming robust annual revenues, market sentiment has leaned cautious. FDJ United’s 1-year total shareholder return is -25.79%, reflecting recent shifts in growth...
ENXTPA:CAP
ENXTPA:CAPIT

Will Raised Growth Guidance Transform Capgemini's (ENXTPA:CAP) Long-Term Profit Outlook?

Capgemini recently raised its full-year revenue growth guidance to 2.0%–2.5% at constant currency, following stronger-than-expected performance in its North America, U.K., and Ireland divisions during the third quarter of 2025. This upward revision signals improved market momentum and management confidence in the company’s operating outlook, following nearly flat revenue over the first nine months of the year. We'll explore how Capgemini's upgraded revenue growth outlook may reshape...
ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Amundi (ENXTPA:AMUN) Faces UniCredit Asset Shift as Quarterly Net Income Slips – What’s Next?

Amundi reported third-quarter 2025 results with revenue rising to €815 million and nine-month revenue reaching €2.52 billion, while quarterly net income declined to €249 million year-over-year and assets under management increased 2.2% to €2.32 trillion. UniCredit announced plans to drastically reduce its client money invested through Amundi by mid-2027 due to fee concerns, altering a longstanding partnership since 2016. Next, we will consider how UniCredit's planned asset reduction could...
ENXTPA:RNO
ENXTPA:RNOAuto

What Do Renault’s Latest Valuation Metrics Reveal After a 27% Drop in 2025?

If you have been keeping an eye on Renault stock and mulling over your next move, you are not alone. With the price dipping by 3.2% over the past week and sliding 1.6% in the last month, it is natural to wonder whether now is a risk or an opportunity. The year-to-date picture feels even more dramatic, showing a drop of 27.3%. However, if you look at the longer term, there is a transformation: over three and five years, Renault has delivered impressive returns of 17.7% and 63.5% respectively...
ENXTPA:RI
ENXTPA:RIBeverage

Pernod Ricard (ENXTPA:RI): Assessing Valuation Following AGM-Backed Dividend and Board Renewals

Pernod Ricard (ENXTPA:RI) caught investors’ attention after its Annual General Meeting, where shareholders approved all resolutions, including confirmation of the annual dividend and several key board appointments. This combination sets a clear tone for the months ahead. See our latest analysis for Pernod Ricard. Even with recent board appointments and steady dividend policy providing a tone of stability, Pernod Ricard’s share price momentum has struggled to regain its previous highs. After a...