Thomas Barnet

UBS sets its 2028 targets after a surge in its 2025 profits

The three-key bank posted better-than-expected results for the fourth quarter of 2025, lifted by wealth management and investment banking. UBS reaffirmed its ambitions to return capital to shareholders, while remaining on hold pending future Swiss prudential rules.

February 04, 2026 at 07:40 am

France analyst views: Publicis gets trimmed, price targets rise for Amundi

Earnings releases are driving a wave of revisions this morning: Publicis, Amundi and Sartorius Stedim Biotech are in focus. JP Morgan still likes Orange, Goldman Sachs remains cautious on Teleperformance.

February 04, 2026 at 07:20 am

Zonebourse Corporate Calendar: Wednesday, February 4, 2026

February 03, 2026 at 04:48 pm

France analyst views: Morgan Stanley downgrades Renault and Stellantis

French automakers have fallen out of favor at Morgan Stanley, which has turned negative on Renault and has dropped its positive stance on Stellantis. Mediobanca is taking a closer look at French concession operators (Vinci, Eiffage, ADP, Getlink), while Stifel raises its valuation on Exosens.

February 03, 2026 at 07:31 am

Zonebourse Macro Calendar: Tuesday, February 3, 2026 -

February 02, 2026 at 05:15 pm

Zonebourse Corporate Agenda: Tuesday, February 3, 2026 -

February 02, 2026 at 05:14 pm

Zonebourse Company Calendar: Week of February 2 to 6, 2026 -

February 02, 2026 at 05:13 pm

Gold and silver still under pressure after Friday's rout

Gold and silver, which were severely shaken on Friday January 30, continued with their correction on Monday. The world's leading derivatives exchange operator, CME, has raised its margin requirements, as heavy selling set off late last week.

February 02, 2026 at 10:13 am

Gold and silver still under pressure after Friday's rout

Gold and silver, severely shaken during Friday, January 30 trading, extend their correction on Monday. The world's leading derivatives exchange operator, the CME, has raised its margin requirements, against a backdrop of heavy selling triggered late last week.

February 02, 2026 at 09:31 am

France analyst calls: Jefferies rotates out of Airbus in favor of Thales, Oddo lifts BNP target

The first round of recommendations for the week includes several calls on the defense sector (Airbus, Dassault Aviation, Thales) and another target cut for Ubisoft. Barclays looks at media broadcasters and Citi raises its target on Eurofins.

February 02, 2026 at 07:25 am

Eramet Fires CEO Less Than a Year After His Appointment

Eramet's board of directors has terminated the mandate of its CEO, Paulo Castellari, with immediate effect due to disagreements over management methods. Meeting on Sunday, February 1, the board cited disagreements with the executive, without specifying their nature.

February 02, 2026 at 05:57 am

Capgemini Puts Subsidiary with ICE Contract Up for Sale in US

In an effort to quell the uproar sparked by revelations of a contract between one of its subsidiaries and the US Immigration and Customs Enforcement (ICE), Capgemini has decided to divest the entity involved, CGS (Capgemini Government Solutions).

February 02, 2026 at 05:51 am

Capgemini Puts Subsidiary with ICE Contract Up for Sale in the United States

In an effort to quell the uproar sparked by revelations of a contract between one of its subsidiaries and the U.S. Immigration and Customs Enforcement (ICE), Capgemini has decided to divest the entity involved, CGS (Capgemini Government Solutions).

February 02, 2026 at 05:31 am

Eramet Fires CEO Less Than a Year After His Appointment

Eramet's board of directors has terminated the mandate of its CEO, Paulo Castellari, with immediate effect due to disagreements over management methods. Meeting on Sunday, February 1, the board cited disagreements with the executive, without specifying their nature.

February 02, 2026 at 05:09 am

Zonebourse Corporate Calendar: Monday, February 2, 2026

January 30, 2026 at 04:48 pm

Sharp backlash hits precious metals

-7.5% for an ounce of gold. -16% for an ounce of silver and platinum. -12% for an ounce of palladium. Precious metals, which were unstoppable for weeks, are suffering a severe correction early on January 30.

January 30, 2026 at 01:23 pm

Precious metals hit by a sharp backlash

-7.5% for an ounce of gold. -16% for an ounce of silver and platinum. -12% for an ounce of palladium. Precious metals, unstoppable for weeks, are taking a severe hit on the morning of January 30.

January 30, 2026 at 11:03 am

French analysts' calls: Jefferies downgrades Carrefour, Barclays sees more upside for Engie

Jefferies downgrades Carrefour after concluding that the upside tied to the disposal of certain assets has been eroded. Brokers are taking a mostly positive view of STM's results. Rémy Cointreau reassured, but analysts are using the release to trim their targets.

January 30, 2026 at 07:39 am

Zonebourse Corporate Agenda: Friday, January 30, 2026

January 29, 2026 at 04:48 pm

Explainer: earnings season, the consensus-making machine

It is January 29, 2026. The annual earnings release carousel is picking up speed, with peak concentration expected in the days ahead. As every season, you hear the ritual line: 'Company X beat the consensus' or 'Group Y missed expectations.' But where do those expectations come from? Is it a collective crystal ball, or a well-oiled machine?

January 29, 2026 at 03:18 pm

France analyst views: JP Morgan sticks with Aperam and ArcelorMittal, Cantor cuts Ubisoft target

JP Morgan upgrades steelmakers Aperam and ArcelorMittal, while maintaining an overweight rating. LBBW cuts its target on LVMH. On the biotech side, Medincell and Nanobiotix are on today’s radar.

January 29, 2026 at 07:32 am