Esteban Gustave

Accelerated turnaround for Emeis, fire-sale price for Johnson Matthey

Emeis jumps after announcing an early exit from its safeguard plan, JD Sports launches a share buyback and Enel steps up investment, while Johnson Matthey plunges after offloading a division at a discount and Belimo disappoints with cautious guidance.

February 23, 2026 at 12:30 pm

At the foot of Mount Fuji, three champions carry Takaichi's ambition

After her victory in this month's general election, Sanae Takaichi has set out a "Japan Growth Strategy" targeting 17 priority sectors: AI, semiconductors, energy, health, critical materials. Against that backdrop, three Japanese companies stand out for their positioning: a global champion in test equipment, an energy giant in transition and a pharmaceutical lab refocusing on cutting-edge therapies.

February 19, 2026 at 01:36 pm

Safran Takes Off, TF1 Loses Its Signal, and L'Oréal Wipes Off Its Gains

Safran soars on the back of a sharp increase in profits, Eutelsat benefits from a robust order book, and Capgemini posts positive results. Meanwhile, TF1 tumbles as revenue plunges, L'Oréal disappoints in Asia, and Delivery Hero collapses due to its Middle Eastern subsidiary.

February 13, 2026 at 01:06 pm

Schroders Bought by Nuveen, EssilorLuxottica Thinks Big... as Magnum Melts in the Sun

Nuveen acquires Schroders, creating an asset-management giant, Embracer surges as operating profit crushes expectations and Siemens lifts its annual EPS target on the back of AI and data centers, while Magnum sees net income plunge, Mercedes-Benz posts profit nearly halved and Camurus collapses on falling sales.

February 12, 2026 at 12:40 pm

Heineken Sparkles, Verbio Accelerates While Dassault Systèmes Loses Its Shine

Gerresheimer plunges amid accounting violations, Dassault Systèmes loses ground after lackluster results, while Siemens Energy triples its profit driven by gas turbines and Ahold Delhaize benefits from a surge in net income. On the recommendations front, Deutsche Bank and Berenberg boost Verbio and Wacker Chemie by moving them to buy.

February 11, 2026 at 12:40 pm

Kering Restitches Its Course, Philips Rekindles Growth, Ionos Loses Signal

The luxury sector is striving to regain its luster with Kering, buoyed by a less deteriorated year-end and hopes for a recovery at Gucci, while Philips benefits from a return to profit and clearer targets for 2026. Technology stocks remain volatile, with Ionos and TeamViewer suffering from AI-related doubts, as several European stocks are stirred by changes in recommendations, from Bittium to 1&1 AG.

February 10, 2026 at 01:31 pm

InPost lifted by FedEx, STMicro plugged into AI, Eramet undermined

InPost is soaring after being bought by a consortium led by FedEx, STMicroelectronics is benefiting from an expanded partnership with AWS in cloud and AI, while several European names are under pressure, from Eramet and NatWest, weakened by governance and capital issues, to industrial and transportation stocks hit by more cautious analyst calls.

February 09, 2026 at 12:53 pm

From Seoul to Copenhagen via Australia: the three GARP gems

The GARP (Growth At Reasonable Price) style appeals for its rare balance: visible growth, reasonable valuation and financial strength. But which companies truly combine all three? Applying a strict filter to the GARP universe via our screener, three names stand out: SK Hynix in semiconductors, H. Lundbeck in neuroscience and Perseus Mining in gold.

February 06, 2026 at 05:29 pm

Stellantis Skids Off Track, Vinci Accelerates

Stellantis suffers a harsh penalty after a poorly received strategic shift, dragging the entire automotive sector down with it. Vinci and Kongsberg benefit from a reassuring flow of earnings reports, while recommendation changes stir up Nemetschek and Kering.

February 06, 2026 at 12:36 pm

Pileup at Volvo, Nordic Semiconductor and Rational take the fast lane

Nordic Semiconductor is in the spotlight after returning to profitability, while Rational and Tonies extend their momentum after strong reports. By contrast, Volvo Cars is absorbing a brutal market disappointment, weighed down by deteriorating performance and a very cautious tone. Recommendation changes also hit Lundbeck and Sodexo, while BNP Paribas remains supported.

February 05, 2026 at 12:32 pm

Asset Sale at AMS-Osram, Takeover Bid for Beazley, Novo Nordisk Hit by a Sledgehammer

AMS-Osram and Beazley are lifting the tape after announcements of an asset sale and a takeover bid, while Wendel is being applauded for its exit from Stahl. Novo Nordisk is taking a brutal hit from its 2026 outlook, while Boliden and Demant react to a string of broker tweaks.

February 04, 2026 at 12:48 pm

Evotec and BioGaia lift biotech, Vitrolife misses on diagnostics

The session is taking shape around biotech flows, led by Evotec and BioGaia, while financials find fresh momentum via Amundi. Margin pressure continues to weigh on industrials, and cyclical names like Pandora or Schaeffler are seeing more defensive positioning.

February 03, 2026 at 12:35 pm

Strong demand for Arteche, Pandora regains its shine... banking crash at BFF

Arteche is drawing fresh inflows ahead of its move to Spain's main market, Pandora is in focus as gold and silver slide again, while Delivery Hero and Heineken benefit from more constructive takes. The session is weighed down by the collapse of BFF Bank, lingering jitters around Eramet and pressure on energy, with TotalEnergies taking the full hit from the pullback in oil.

February 02, 2026 at 12:51 pm

Electrolux turns up the heat, Alten polishes its precision ...Billerud gets crumpled

Industrial and tech names are leading the charge, powered by Electrolux and Alten, which are reassuring investors on margins, while engineering and equipment stocks benefit from active broker support. At the other end of the spectrum, materials, telecoms and lighting are under pressure: Billerud, Signify and Elisa are paying the price for disappointing releases and still-fragile visibility.

January 30, 2026 at 12:48 pm

Aubay Set for Gains, Remy Adds Punch, SAP Stumbles on Outlook

Aubay and DWS are in demand after raising targets and offering greater visibility. Spirits stocks are regaining momentum, with Rémy Cointreau pulling Pernod Ricard higher thanks to a recovery in the US market. In contrast, SAP, Intrum, and Paradox are punished, while Nokia, Interroll, and Givaudan suffer from a harsher reading of their results.

January 29, 2026 at 12:49 pm

ASML Locks In the Rally, Uniper Breaks Free, LVMH Loses Its Luster

ASML sets the pace and lifts semiconductors, while Uniper regains momentum after concrete progress toward privatization. Still, disappointing earnings are being punished hard, with Dometic, Stolt-Nielsen and Tele2 paying the price as investors scrutinize the numbers. Luxury is not spared either: LVMH is struggling to get going again.

January 28, 2026 at 12:42 pm

Siegfried Raises the Stakes, Crédit Agricole Builds Momentum... Dr. Martens Stumbles

Siegfried is in strong demand following an external growth operation, while several stocks find support from solid earnings or shareholder-friendly decisions, such as Sage Group or Prudential. Conversely, Dr. Martens and Getinge are sharply out of favor, as their operational updates still leave too many unanswered questions.

January 27, 2026 at 12:43 pm

Fnac rings up gains at the register, OHB reaches for the stars...Hemnet loses ground

Fnac Darty stands out as the centerpiece, lifted by a deal that puts the stock back in the spotlight, while Basic-Fit and Friedrich Vorwerk regain momentum on the back of solid releases. On the other side, Danone and Skan are a reminder that sensitive headlines and profit warnings still get punished hard, in a session marked by quick-fire rotations and a flurry of recommendation changes.

January 26, 2026 at 12:32 pm

Glencore digs deeper on deal talk, Tecan steadies the lab, Sainsbury struggles to digest Christmas

Glencore is whetting the market's appetite with a tie-up scenario that is heating up the mining complex, while Tecan reassures investors by sticking to its industrial course despite a fragile backdrop. By contrast, J Sainsbury is stumbling at the checkout, as food is not enough to offset weakness at Argos, in a session also driven by multiple analyst rating changes.

January 09, 2026 at 01:05 pm

Uniper Recharges the Grid, Soitec Gets a New Pilot.....AB Food Heads to the Checkout

Soitec stands out after announcing its new CEO, while Dassault Aviation remains well supported by the geopolitical backdrop, as well as by deliveries and a higher price target. OVH moves higher on a solid quarter, while a series of recommendation changes continues to weigh on Logitech and Randstad.

January 08, 2026 at 12:47 pm

Redcare Running Short of Remedies, Exail and Uniper Gain Altitude

Exail remains in the market's good graces after a new contract. Lufthansa takes off thanks to Morgan Stanley, while several rating downgrades weigh on Volvo, Bachem and Evonik.

January 07, 2026 at 12:59 pm