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:GTT
ENXTPA:GTTOil and Gas

Will GTT’s New CEO Shape a Credible Diversification Path for Gaztransport & Technigaz (ENXTPA:GTT)?

GTT Group has announced that François Michel will become Chief Executive Officer on January 5, 2026, restoring a dissociated governance structure after a demanding selection process by the Board on December 13, 2025. Michel’s mix of high-level public policy experience and international industrial leadership is set to influence GTT’s technology roadmap and diversification push. We’ll now examine how Michel’s appointment as CEO could influence GTT’s investment narrative, particularly its...
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:TKO
ENXTPA:TKOCapital Markets

Tikehau Capital (ENXTPA:TKO): Assessing Valuation After Its Expanded Oversubscribed Credit Facility Renewal

Tikehau Capital (ENXTPA:TKO) just renewed and increased its revolving credit facility from €800 million to €1.15 billion, with strong oversubscription from 15 international banks, extending its financing horizon into the next decade. See our latest analysis for Tikehau Capital. The renewed credit line lands at a time when the share price has shown a 1 month share price return of 3.73% but a 1 year total shareholder return of minus 19.98%, suggesting sentiment is stabilising after a tougher...
ENXTPA:SAF
ENXTPA:SAFAerospace & Defense

How Investors Are Reacting To Safran (ENXTPA:SAF) Launching Its First Overseas R&T Hub In UK

In December 2025, Safran created Safran Tech UK, its first Research & Technology centre outside France, deepening its 90-year footprint in the country and supporting a UK business that now generates about £1.50 billion in annual revenue across 14 sites. The new centre focuses on electrification of propulsion and actuation systems and high‑performance composite materials, underlining how Safran is tying its UK expansion directly to aviation decarbonization, which already accounts for...
ENXTPA:OPM
ENXTPA:OPMAuto Components

OPmobility (ENXTPA:OPM): Reviewing Valuation After Kepler Cheuvreux’s Upgrade on Improving Margins and Outlook

Kepler Cheuvreux recently shifted OPmobility (ENXTPA:OPM) to a buy rating, citing a recovering Lighting division, steadier hybrid car demand, and shrinking losses in new energy activities as key margin drivers. See our latest analysis for OPmobility. The upbeat call comes after a strong run in the shares, with a roughly 54% year to date share price return and a 64% one year total shareholder return. This suggests momentum is clearly building despite a still-muted five year picture. If...
ENXTPA:EDEN
ENXTPA:EDENDiversified Financial

Edenred (ENXTPA:EDEN) Valuation Check After New Daimler Truck Electric Charging Partnership

Edenred (ENXTPA:EDEN) just moved deeper into e mobility, teaming up with Daimler Truck to provide the software backbone for Europe focused TruckCharge, a semi public charging network for heavy electric vehicles. See our latest analysis for Edenred. Even with this strategically timed push into e mobility, Edenred’s 1 year total shareholder return of minus 36.7% and 3 year total shareholder return of minus 60.1% show longer term sentiment has been weak. However, the recent 7 day share price...
ENXTPA:VLTSA
ENXTPA:VLTSARenewable Energy

Voltalia (ENXTPA:VLTSA) Valuation After Securing 20-Year Tariffs for 68MW of Italian Solar Projects

Voltalia (ENXTPA:VLTSA) just locked in 20 year tariffs for 68 megawatts of solar projects in Italy, giving investors clearer visibility on long term revenues from a meaningful slice of its Italian pipeline. See our latest analysis for Voltalia. The announcement has arrived after a choppy spell for the stock, with a 90 day share price return of almost 12% but a flat 1 year total shareholder return. This suggests early signs of momentum rather than a full rerating. If this kind of long term...
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

3 European Dividend Stocks To Watch With Up To 6.3% Yield

As European markets navigate mixed performances, with Germany's DAX showing gains while France's CAC 40 and the UK's FTSE 100 face declines, investors are keenly observing potential shifts in monetary policy by the European Central Bank. In this context, dividend stocks can offer a measure of stability and income generation, making them appealing options for those looking to balance growth with reliable returns.