ENXTPA:VU
ENXTPA:VUElectronic

A Look at VusionGroup (ENXTPA:VU) Valuation After Major Morrisons Deal and Raised Earnings Outlook

VusionGroup (ENXTPA:VU) just landed a high-profile partnership with UK grocer Morrisons, who will roll out electronic shelf labels across all its stores. This comes as VusionGroup reconfirms its upbeat earnings guidance and expects record Q4 revenue. See our latest analysis for VusionGroup. VusionGroup’s win at Morrisons and strengthened guidance have caught investor attention, with the company’s share price up 25.3% year-to-date and a one-year total shareholder return of 58.3%. Momentum has...
ENXTPA:RXL
ENXTPA:RXLTrade Distributors

Rexel (ENXTPA:RXL): Evaluating Valuation After Recent Steady Share Price Gains

Rexel (ENXTPA:RXL) has caught investor attention recently with its shares seeing steady movement. Over the past month, Rexel’s stock has delivered a solid 8% gain, prompting some market watchers to take a closer look. See our latest analysis for Rexel. Zooming out, Rexel’s 23% share price return so far this year builds on impressive momentum, with a 90-day gain of over 15% and a three-year total shareholder return nearing 98%. Recent share movement suggests confidence is rising and hints at...
ENXTPA:AKE
ENXTPA:AKEChemicals

Arkema (ENXTPA:AKE): Valuation Insights After New Sustainability Milestones in Italy and France

Arkema (ENXTPA:AKE) recently announced two new milestones in its sustainability strategy. Its Boretto site in Italy earned ISCC PLUS certification, and a major modernization and decarbonization project was completed in Lacq/Mourenx, France. See our latest analysis for Arkema. Despite these ambitious sustainability initiatives, Arkema's share price has been under considerable pressure, closing recently at €51.7. The year-to-date share price return stands at -27.79%, while total shareholder...
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: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: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: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: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: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: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: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...