ENXTPA:ERF
ENXTPA:ERFLife Sciences

Did Stronger Earnings, Higher Dividend and Buybacks Just Shift Eurofins Scientific's (ENXTPA:ERF) Investment Narrative?

Eurofins Scientific SE recently reported its full-year 2025 results, with sales of €7,296 million and net income of €475 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. The company also signalled confidence by proposing a 20% higher annual dividend of €0.72 per share and completing a €184.14 million share buyback, while continuing to invest in AI-driven laboratory innovation and digital initiatives. We will now look at how...
ENXTPA:CDI
ENXTPA:CDILuxury

Is Christian Dior (ENXTPA:CDI) Now Attractive After Recent Share Price Weakness

If you are wondering whether Christian Dior's current share price reflects its true worth, you are not alone. This article walks through what the market may be pricing in today. The stock last closed at €512.0, with returns of a 6.8% decline over 7 days, a 14.9% decline over 30 days, a 14.9% decline year to date, a 19.3% decline over 1 year, a 33.3% decline over 3 years, and a 23.9% gain over 5 years. Recent moves in luxury names have been closely watched by investors who are monitoring how...
ENXTPA:BNP
ENXTPA:BNPBanks

Is BNP Paribas (ENXTPA:BNP) Fairly Priced After A 53% One Year Share Price Jump?

If you are wondering whether BNP Paribas at €91.20 is still reasonably priced after a strong run, this article will walk through what the current market price might be implying about the bank's value. The stock has logged returns of 3.5% over the last 7 days, 11.3% over the last 30 days, 11.3% year to date, 52.7% over 1 year, 85.7% over 3 years and 195.9% over 5 years, which naturally raises questions about how much is already priced in. Recent attention on large European banks, including...
ENXTPA:CAP
ENXTPA:CAPIT

How Investors Are Reacting To Capgemini (ENXTPA:CAP) Scrutiny Over Its Controversial ICE Contract

In late January 2026, France’s finance minister pressed Capgemini to be fully transparent about a December 2025 contract its U.S. subsidiary signed with Immigration and Customs Enforcement, prompting an independent review and an extraordinary board meeting amid political and public criticism. The controversy highlights how government and societal concerns over sensitive public-sector clients can quickly spill into corporate governance, reputational risk management and oversight of overseas...
ENXTPA:ETL
ENXTPA:ETLMedia

Assessing Eutelsat Communications (ENXTPA:ETL) Valuation After French Government Blocks Ground Antenna Sale

Government intervention and cancelled asset sale put Eutelsat in focus Eutelsat Communications (ENXTPA:ETL) is back on investors’ radar after the French government blocked the sale of its ground antennas, highlighting security concerns and the group’s role as a European rival to Starlink. See our latest analysis for Eutelsat Communications. The cancelled asset sale and government intervention come after a volatile stretch for Eutelsat, with a 30 day share price return of 27.94% but a 90 day...
ENXTPA:MTU
ENXTPA:MTUMachinery

Are Manitou BF’s Dealer Order Trends Recasting Its Competitive Positioning Story (ENXTPA:MTU)?

Manitou BF SA recently held its Q4 2025 sales and trading statement call on 28 January 2026, offering investors fresh detail on trading conditions ahead of its next earnings announcement scheduled for 3 March 2026. The call has focused attention on dealer order trends and construction machinery demand in Europe, prompting renewed scrutiny of how Manitou BF’s current positioning compares with peers in the sector. We’ll now examine how this increased focus on dealer order trends could...
ENXTPA:CS
ENXTPA:CSInsurance

Assessing AXA (ENXTPA:CS) Valuation After New ESG Partnership And AI Advisory Platform Launch

AXA (ENXTPA:CS) is back in focus after AXA XL entered a debt for nature agreement with Enosis Capital, and the group rolled out Quest, an AI powered advisory platform in Hong Kong and Macau. See our latest analysis for AXA. These sustainability and AI initiatives come as AXA’s share price trades at €38.43, with recent 1-day and 7-day share price returns in positive territory. In contrast, the 30-day share price return and year to date share price return are both 6.15% lower. At the same time,...
ENXTPA:PUB
ENXTPA:PUBMedia

Assessing Publicis Groupe (ENXTPA:PUB) Valuation After Earnings Beat And Steady Full Year Guidance

Publicis Groupe results and initial market reaction Publicis Groupe (ENXTPA:PUB) released financial results that exceeded expectations, with 5.7% organic revenue growth and steady client demand, prompting the company to keep full year guidance at 5.5%. See our latest analysis for Publicis Groupe. The latest results arrived after a weaker patch for the shares, with a 7 day share price return of a 3.60% decline and a year to date share price return of a 3.95% decline, while the 1 year total...
ENXTPA:MC
ENXTPA:MCLuxury

A Look At LVMH (ENXTPA:MC) Valuation After Weaker 2025 Earnings And Softer Luxury Demand

LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is in focus after reporting full year 2025 earnings, with sales of €80.8b and net income of €10.9b, both below the prior year. See our latest analysis for LVMH Moët Hennessy - Louis Vuitton Société Européenne. The weaker 2025 results and cautious commentary have coincided with a 14.79% year to date share price return and a 20.40% 1-year total shareholder return, which points to fading momentum as investors reassess luxury...
ENXTPA:SGO
ENXTPA:SGOBuilding

Saint Gobain ESG Focus At Life Sciences Site And Investor Takeaways

Saint-Gobain recently highlighted employee empowerment and sustainability commitments at its Life Sciences facility. The update focuses on workforce development, environmental initiatives and how these support the group’s broader ESG ambitions. The news adds fresh context for investors following Compagnie de Saint-Gobain (ENXTPA:SGO), currently trading at around €83.22. For investors watching ENXTPA:SGO, this spotlight on the Life Sciences facility comes alongside a mixed share price...
ENXTPA:DSY
ENXTPA:DSYSoftware

How Dassault Systèmes’ AI-Focused 3DEXPERIENCE World Event Will Impact Dassault Systèmes (ENXTPA:DSY) Investors

Dassault Systèmes recently highlighted its upcoming 3DEXPERIENCE World event in Houston, scheduled for February 1–4, showcasing AI-enhanced design, simulation, and manufacturing capabilities across its 3DEXPERIENCE and SOLIDWORKS ecosystems. The inclusion of high-profile speakers such as NVIDIA CEO Jensen Huang and inventor Pablos Holman underscores how closely Dassault Systèmes is aligning advanced AI with real-world industrial innovation. We will now look at how this emphasis on AI-driven...
ENXTPA:ML
ENXTPA:MLAuto Components

Will Michelin’s New CFO Bénédicte de Bonnechose Reframe the Capital Discipline Story at (ENXTPA:ML)?

Michelin has announced that Bénédicte de Bonnechose will become Chief Financial Officer of the Group on June 1, 2026, succeeding Yves Chapot, after previously serving as Deputy Group CFO and leading key transportation business lines and the European region. Her combination of deep financial expertise and operational leadership experience at Michelin and LafargeHolcim positions her to influence how the Group balances financial discipline with business execution. Against this backdrop, we will...
ENXTPA:MAU
ENXTPA:MAUOil and Gas

Maurel & Prom Reshapes Portfolio As Valuation Gap And Momentum Draw Focus

Maurel & Prom announced the sale of its stake in Seplat Energy as part of a major portfolio reshuffle. At the same time, the company is expanding internationally through new acquisitions in Colombia and Angola. These moves mark a shift towards external growth and broader geographic diversification for Etablissements Maurel & Prom. For investors watching ENXTPA:MAU, these portfolio changes come with a share price of €6.575 and a value score of 5. The stock has delivered a 19.0% return over...
ENXTPA:KER
ENXTPA:KERLuxury

The Bull Case For Kering (ENXTPA:KER) Could Change Following Gucci Reset And McQueen Overhaul - Learn Why

Kering has recently confronted a steep revenue drop at Gucci and a restructuring plan at Alexander McQueen that could cut about one third of its workforce, reflecting weaker luxury demand and pressure in key markets such as China. Together, Gucci’s identity reset and Alexander McQueen’s cost-focused overhaul highlight how Kering is rethinking its brand portfolio amid a broader luxury slowdown. We’ll now examine how Gucci’s ongoing brand identity challenges shape Kering’s overall investment...
ENXTPA:DEC
ENXTPA:DECMedia

The Bull Case For JCDecaux (ENXTPA:DEC) Could Change Following CFL’s 10-Year Digital Rail Contract - Learn Why

JCDecaux SE announced it has been awarded a 10-year exclusive contract to operate the advertising assets of Luxembourg’s national railway company CFL, including a fully digital network of 143 new high-efficiency screens across stations nationwide from June 2026. This deal deepens JCDecaux’s presence in a country that combines a large daily commuter base with a high concentration of European institutions and multinational firms, offering advertisers a tightly targeted transport media...
ENXTPA:OVH
ENXTPA:OVHIT

Is OVHcloud’s OCRE Win Quietly Reshaping OVH Groupe’s (ENXTPA:OVH) European Cloud Positioning?

OVHcloud was awarded a contract under the European OCRE project, expanding its role in providing cloud infrastructure to research and education institutions across Europe. This win enhances OVHcloud’s visibility among public-sector and academic users, potentially reinforcing its relevance within Europe’s evolving cloud ecosystem. We will explore how winning an OCRE project contract could influence OVHcloud’s investment narrative, particularly its positioning in European cloud...
ENXTPA:ETL
ENXTPA:ETLMedia

Will France Blocking Eutelsat’s Antenna Sale Recast Eutelsat Communications' (ENXTPA:ETL) Protected Infrastructure Narrative

Earlier this week, French Finance Minister Roland Lescure blocked Eutelsat’s planned sale of its ground antennas, key infrastructure used for both civilian and military satellite communications, leading the company to confirm that its disposal agreement with EQT Infrastructure VI will not proceed. The decision reinforces Eutelsat’s role as the only European rival to Starlink and highlights how governments may treat satellite networks as critical national assets. We will now consider how the...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Sanofi (ENXTPA:SAN) Valuation After Strong Results Buyback Expansion Dividend Hike And Positive Amlitelimab Data

Why Sanofi’s latest update matters for shareholders Sanofi (ENXTPA:SAN) has put several moving pieces on the table at once, with fresh 2025 results, higher shareholder payouts, a larger buyback, new 2026 guidance, and late stage amlitelimab data all landing together. See our latest analysis for Sanofi. Sanofi’s latest set of updates, including the amlitelimab phase 3 readouts, higher dividend, larger buyback and 2026 guidance, arrives after a period where momentum has cooled. The 90 day share...