Thomas Barnet

Analyst Views France: AlphaValue Downgrades Dassault Systèmes, Targets Raised on Legrand

Earnings reports favor Legrand and Ipsen, less so DSY.

February 13, 2026 at 07:41 am

Zonebourse Corporate Earnings Schedule: February 13, 2026

February 12, 2026 at 04:58 pm

CAC 40 Sets New Record at Opening

February 12, 2026 at 08:12 am

Unibail Reduces Debt and Proposes 30% Increase in Dividend

Driven by the momentum of its shopping centers and a €2.2 billion disposal program, the real estate group posted strong results in 2025 and is significantly raising its distribution. However, it anticipates a slight decline in its recurring earnings per share in 2026.

February 12, 2026 at 07:51 am

France analyst views: targets raised for TotalEnergies and Rexel, but cut for Dassault Systèmes

TotalEnergies' results are, unsurprisingly, getting a far warmer reception from analysts than those of Dassault Systèmes. Goldman Sachs cut its targets on Edenred and Pluxee.

February 12, 2026 at 07:39 am

Carrefour Sells Its 478 Stores in Romania

Carrefour has entered into exclusive negotiations with Paval Holding to sell all of its operations in Romania for an enterprise value of €823 million.

February 12, 2026 at 07:32 am

Zonebourse Corporate Earnings Calendar: February 12, 2026

February 11, 2026 at 04:58 pm

2CRSi, an AI Star Facing the Test of Margins

2CRSi has established itself as one of the most visible names in the French AI sector. The company, financially fragile for several years, is now riding the wave by managing to keep its costs under control. This is no small feat, given the explosion in revenue over the past decade. After a pause since mid-summer, the stock has kicked off 2026 with a bang.

February 11, 2026 at 03:16 pm

Explainer: why do 80% of US companies beat expectations every quarter?

Each earnings season feels like a statistical miracle: nearly eight out of 10 US companies report profits above analysts' forecasts. Is this evidence of chronic US corporate superiority, or of weak analysts? Neither. That eye-catching figure mainly says something about how the market works before results are published.

February 11, 2026 at 02:39 pm

Explainer: why do 80% of U.S. companies beat expectations every quarter?

Every earnings season feels like a statistical miracle: nearly eight out of 10 U.S. companies report profits above analysts' forecasts. Is this proof of some chronic superiority among American corporations, or of analyst incompetence? Neither. That striking figure mostly says something about how the market works before the numbers are released.

February 11, 2026 at 01:41 pm

Kraft Heinz: Under Pressure, Shelves Breakup Plan

Battered by inflation and volume pressures, Kraft Heinz's organic sales fell 3.4% in 2025 to $24.9bn, while adjusted operating profit slid 11.4% and adjusted EPS dropped 15% to $2.60. To revive momentum, the group is putting its breakup project on hold and, in 2026, plans to inject around $600m more into marketing, sales and R&D, with a stated aim of winning back market share.

February 11, 2026 at 01:22 pm

Kraft Heinz, under pressure, abandons its breakup

Battered by inflation and volume pressures, Kraft Heinz saw organic sales fall 3.4% in 2025 to $24.9bn, while adjusted operating profit dropped 11.4% and adjusted earnings per share were cut 15% to $2.60. To restart momentum, the group is putting its breakup plan on hold and plans to inject about $600m more in 2026 into marketing, sales and R&D, with the stated goal of regaining market share.

February 11, 2026 at 12:55 pm

Elliott Takes a Stake in London Stock Exchange Group, FT Reports

U.S. activist fund Elliott Management has taken a significant stake in LSEG, which has been hit by a falling share price and concerns about artificial intelligence, according to information obtained by the Financial Times.

February 11, 2026 at 08:02 am

France analyst calls: fresh coverage for Bouygues, targets raised on Soitec and Crédit Agricole

The main change of the day is BNP Paribas Exane's new coverage of Bouygues. Analysts are also tweaking targets following Kering's results.

February 11, 2026 at 07:39 am

First Negative Impression for Dassault Systèmes

Despite Dassault Systèmes improving its operating margin in the fourth quarter, the company's latest release has been met with an icy initial reception by the market. The stock is down 14% in pre-market trading, dragged lower by 2025 results that fell short of expectations and conservative 2026 forecasts.

February 11, 2026 at 07:32 am

Zonebourse Earnings Calendar for Companies: February 11, 2026

February 10, 2026 at 04:30 pm

BP Plc Disappoints Shareholders

BP posted mixed fourth-quarter 2025 results, with operating performance broadly in line with expectations but a letdown on shareholder returns. The stock was down more than 3% in early trading on the London Stock Exchange.

February 10, 2026 at 08:28 am

France analyst views: Goldman Sachs turns positive on Arkema, L'Oréal target raised

Among notable research changes on French companies, Arkema benefits from an upgrade by Goldman Sachs. L'Oréal, ST, Vinci and Société Générale see target increases, while Bénéteau, LVMH and Stellantis face cuts.

February 10, 2026 at 07:35 am

Zonebourse earnings calendar for corporate results: February 10, 2026

February 09, 2026 at 04:20 pm

Zonebourse Corporate Earnings Calendar: Week of February 9 to 13, 2026

February 09, 2026 at 04:17 pm

France analyst views: sharp target cuts for Stellantis and X-Fab

The cold shower from the massive losses Stellantis flagged last week is forcing analysts to slash their targets across the board. By contrast, BNP Paribas and Vinci remain well supported.

February 09, 2026 at 07:33 am