ENXTPA:EL
ENXTPA:ELMedical Equipment

Is EssilorLuxottica (ENXTPA:EL) Fairly Priced After Recent Share Pullback And DCF Check

If you are wondering whether EssilorLuxottica Société anonyme is attractively priced right now, it helps to step back and look at what the recent share performance and valuation checks are really saying. The stock last closed at €253.30, with returns of a 5.4% decline over 7 days, a 6.6% decline over 30 days, a 4.6% decline year to date, a 2.3% decline over 1 year, 58.8% over 3 years and 125.3% over 5 years, which may catch the eye of investors thinking about both recent setbacks and longer...
ENXTPA:IVA
ENXTPA:IVABiotechs

Is It Too Late To Consider Inventiva (ENXTPA:IVA) After The Recent Share Price Surge?

If you are wondering whether Inventiva's current share price still offers value after a strong run, this article walks through what the numbers are actually saying about the stock. The shares last closed at €5.70, with returns of 3.3% over 7 days, 45.8% over 30 days, 40.9% year to date and 163.9% over the past year, while the 3 year and 5 year returns sit at a 1.0% decline and a 59.0% decline respectively. These moves come as investors continue to react to company specific developments...
ENXTPA:ALO
ENXTPA:ALOMachinery

Alstom (ENXTPA:ALO) Is Up 5.2% After Broker Downgrade Despite New Train Contract Wins – Has The Bull Case Changed?

In January 2026, Alstom reported modest third-quarter and nine-month sales growth while securing sizeable train contracts with SNCF Voyageurs, Toronto Transit Commission, and Baden-Württemberg’s SFBW. Soon after these commercial wins, broker Kepler Cheuvreux downgraded Alstom on concerns over execution risks and weak cash performance, highlighting a tension between revenue momentum and operational quality. Next, we’ll examine how the broker’s focus on execution risk and cash generation...
ENXTPA:ATO
ENXTPA:ATOIT

Atos Cybersecurity Recognition In France And What It May Mean For Valuation

Atos (ENXTPA:ATO) has been recognized as Best In Class for IT/OT cybersecurity services in France. The award comes from industry analysts and focuses on the company’s role in securing critical infrastructure. This recognition highlights the breadth of Atos’ cybersecurity offering across both information technology and operational technology environments. For you as an investor, this matters because IT/OT cybersecurity is closely linked to sectors such as energy, manufacturing and transport,...
ENXTPA:SAN
ENXTPA:SANPharmaceuticals

Did Positive Amlitelimab Data and China Approvals Just Shift Sanofi's (ENXTPA:SAN) Investment Narrative?

In January 2026, Sanofi reported positive phase 3 data for amlitelimab in atopic dermatitis and advanced global regulatory filings, while China’s National Medical Products Administration approved Sanofi-licensed therapies Myqorzo and Redemplo for obstructive hypertrophic cardiomyopathy and familial chylomicronaemia syndrome. Together, these updates highlight Sanofi’s push into new immunology and cardiovascular niches, underpinned by late-stage biologics and RNA-based medicines targeting...
ENXTPA:OR
ENXTPA:ORPersonal Products

Assessing L'Oréal (ENXTPA:OR) Valuation After Barclays Upgrade To Overweight And Top Pick Status

Barclays’ upgrade of L’Oréal (ENXTPA:OR) to overweight has put the stock in the spotlight, as investors weigh expectations for organic growth, higher innovation spending, and demand trends ahead of the upcoming annual results. See our latest analysis for L'Oréal. At a share price of €380.45, L’Oréal has posted a 4.2% year to date share price return and a 38.3% total shareholder return over five years. This suggests momentum that investors are reassessing in light of Barclays’ upgrade and...
ENXTPA:STMPA
ENXTPA:STMPASemiconductor

Is STMicroelectronics (ENXTPA:STMPA) Fairly Priced After Recent Share Price Fluctuations

If you are wondering whether STMicroelectronics is priced attractively right now, the recent share performance gives you a useful starting point but not the full story. The stock last closed at €24.97, with returns of 3.0% over 7 days, 12.7% over 30 days, 6.5% year to date, 6.4% over 1 year, a 41.9% decline over 3 years and a 22.9% decline over 5 years. This raises questions about how the market currently views its potential and risks. Recent attention on STMicroelectronics has centered on...
ENXTPA:MC
ENXTPA:MCLuxury

LVMH (ENXTPA:MC) Margin Decline To 13.5% Tests Bullish Profitability Narratives

LVMH Moët Hennessy Louis Vuitton Société Européenne (ENXTPA:MC) has reported first half FY 2025 revenue of €39.8b and basic EPS of €11.43, with investors also tracking trailing 12 month revenue of €82.8b and EPS of €22.01 against last year’s €84.7b and €25.13 respectively. Over recent periods the group has seen revenue move from €41.7b in the first half of 2024 to €43.0b in the second half of 2024 and €39.8b in the first half of 2025, while EPS shifted from €14.55 to €10.58 to €11.43 over the...
ENXTPA:BNP
ENXTPA:BNPBanks

Assessing BNP Paribas (ENXTPA:BNP) Valuation After Strong Recent Share Price Gains

Recent performance context for BNP Paribas (ENXTPA:BNP) BNP Paribas (ENXTPA:BNP) has recently drawn fresh attention after a period of strong share price moves, with returns of 12.68% over the past month and 35.99% over the past 3 months. For investors tracking European banks, this performance sits alongside annual revenue of €46.87b and net income of €10.85b. These figures help frame discussions around valuation, earnings power, and risk appetite in the stock. See our latest analysis for BNP...
ENXTPA:GLO
ENXTPA:GLOCommercial Services

GL Events (ENXTPA:GLO) Is Up 11.7% After Confirming Margin Outlook On Rising 2025 Revenue

GL Events SA recently reported that fourth-quarter 2025 revenue (pre-IAS 29) rose to €544.0 million from €430.6 million a year earlier, with full-year 2025 revenue increasing to €1.72 billion from €1.64 billion. Alongside this revenue expansion, the company confirmed guidance for an improved operating margin in 2025, underlining management’s confidence in the efficiency of its business model. We’ll now examine how the confirmed improvement in operating margin shapes GL Events’ investment...
ENXTPA:TTE
ENXTPA:TTEOil and Gas

Is It Time To Reassess TotalEnergies (ENXTPA:TTE) After Strong Multi‑Year Share Price Gains

If you are wondering whether TotalEnergies at around €60 is offering good value today, you are in the right place to scrutinise what the current price might be implying. The share price has been relatively active lately, with returns of 3.9% over the last 7 days, 7.2% over the last 30 days, 7.0% year to date and 14.3% over the last year, alongside a 26.2% return over 3 years and a 130.4% return over 5 years. Recent headlines around TotalEnergies have continued to focus on its role as a large...
ENXTPA:TEP
ENXTPA:TEPProfessional Services

Teleperformance (ENXTPA:TEP) Valuation Check As AI And Automation Pivot Reshapes Its Business Model

Teleperformance (ENXTPA:TEP) is drawing fresh attention as it leans further into AI, automation, and higher margin specialized services. The company is positioning itself as a digital business services provider while tightening cost controls to support profitability. See our latest analysis for Teleperformance. Despite the focus on AI and higher margin services, Teleperformance’s share price has had a weak patch, with a 30 day share price return of 11.36% decline and a year to date share...
ENXTPA:OVH
ENXTPA:OVHIT

OVH Groupe (ENXTPA:OVH) Valuation Check After OCRE Contract Win And Recent Share Price Strength

OVH Groupe (ENXTPA:OVH) is back in focus after OVHcloud secured a contract under the European OCRE project. This business win may influence how investors view its role in regional cloud infrastructure. See our latest analysis for OVH Groupe. The OCRE contract arrives after a period of stronger trading, with a 30-day share price return of 33.13% and a year-to-date share price return of 30.27%. However, the three-year total shareholder return decline of 36.73% indicates that longer-term holders...
ENXTPA:SU
ENXTPA:SUElectrical

The Bull Case For Schneider Electric (ENXTPA:SU) Could Change Following McLaren Digital Twin Partnership Expansion

McLaren Racing recently announced that Schneider Electric will become its Official Energy Technology Partner across Formula 1, IndyCar, F1 Academy, and its WEC Hypercar programme, extending a supplier relationship that has lasted more than two decades. The partnership positions Schneider Electric’s energy management, digital twin, and electrification technologies at the centre of McLaren’s high-performance operations, turning global motorsport into a live showcase for its efficiency and...
ENXTPA:AIR
ENXTPA:AIRAerospace & Defense

Should Air Europa’s 40-A350 Shift Reshape the Long-Haul Case for Airbus (ENXTPA:AIR) Investors?

Air Europa has finalized a firm order for up to 40 Airbus A350-900 widebody aircraft, cementing a shift of its long-haul fleet away from Boeing toward Airbus and anchoring its future Spain–Latin America operations. The deal reinforces Airbus’s position in the long-haul widebody market, highlighting airline preference for newer aircraft families that combine range, cargo capability, and passenger comfort on key intercontinental routes. We’ll now examine how Air Europa’s A350-900 commitment,...
ENXTPA:SGO
ENXTPA:SGOBuilding

How Investors May Respond To Compagnie de Saint-Gobain (ENXTPA:SGO) Pivot Toward Higher-Value, Energy-Efficient Panels

Recent commentary highlights that Compagnie de Saint-Gobain is sharpening its portfolio around higher-value construction and renovation solutions while the broader building panels market expands, supported by demand for modular construction and energy-efficient materials. This combination of exposure to fast-growing panel applications and an emphasis on operational discipline and capital allocation is reshaping how investors assess Saint-Gobain’s role in the global construction value...
ENXTPA:FNAC
ENXTPA:FNACSpecialty Retail

Fnac Darty (ENXTPA:FNAC) Valuation Check After Recent Share Price Momentum

Fnac Darty (ENXTPA:FNAC) has drawn fresh attention after recent share price moves, with the stock showing double digit returns over the past month and past 3 months. This has put its valuation metrics in sharper focus for investors. See our latest analysis for Fnac Darty. The recent 7 day share price return of 28.0% and 90 day share price return of 26.0% suggest momentum has picked up again, while the 1 year total shareholder return of 23.5% points to a more measured long term profile. If...
ENXTPA:ERF
ENXTPA:ERFLife Sciences

Assessing Eurofins Scientific (ENXTPA:ERF) Valuation After Alphora’s New AI Drug Development Platform Launch

Eurofins Scientific (ENXTPA:ERF) is back in focus after subsidiary CDMO Alphora launched an AI-powered platform for high throughput salt and co-crystal screening, targeting faster, lower cost decisions in drug substance solid form development. See our latest analysis for Eurofins Scientific. The AI platform launch sits alongside share repurchases and recent insider share acquisitions. It comes as Eurofins Scientific’s share price has a 30 day return of 14.64% and a year to date share price...
ENXTPA:RMS
ENXTPA:RMSLuxury

Hermès Faces Softer Resale Signals As Investors Reassess Pricing Power

Resale prices for high demand Hermès items such as Birkin bags have softened, with shorter waitlists and lower secondary market valuations. The shift in the luxury resale market points to easing demand for some Hermès products, raising questions about brand exclusivity and pricing power. These signals arrive as investors assess how changing buyer behavior in high end accessories could affect Hermès International Société en commandite par actions over time. Hermès International Société en...
ENXTPA:GLE
ENXTPA:GLEBanks

Société Générale Restructuring And Cost Cuts Tested Against Strong Share Gains

Société Générale Société anonyme has announced a major restructuring that includes a proposal to cut 1,800 positions. The reduction is expected to occur through natural attrition and internal mobility rather than direct layoffs. The move is framed as an effort to improve operational efficiency in light of broader pressures facing the banking sector. Société Générale Société anonyme, traded under ENXTPA:GLE, enters this restructuring with its shares at €72.4. Over the past year the stock has...