Thomas Barnet

France analyst calls: higher targets for Airbus, AXA, Euronext and Schneider

A fresh round of analyst calls hit the Paris market this Tuesday. Among the target hikes: Airbus, Schneider Electric and Axa. By contrast, Arkema, Forvia and Vallourec are facing lower targets.

August 04, 2026 at 07:37 am

France analyst calls: GTT, Elis, Legrand and Mersen upgraded

Analyst firms are rolling out a wave of revisions this Monday: target hikes for Amundi, BNP Paribas, EssilorLuxottica and Euronext, upgrades for Elis, Legrand, Mersen and GTT, but a chill for Stellantis, where UBS slashes its target from €9.50 to €5.80 while downgrading the stock.

August 03, 2026 at 07:48 am

2CRSi promises initial findings in September on Grizzly Research allegations

The Strasbourg-based server maker has hired an independent firm to scrutinize its past three fiscal years and the main contracts targeted by the US short seller. Final report expected in October.

August 03, 2026 at 07:14 am

AstraZeneca and Bristol Myers Squibb reportedly in talks over a near $400bn merger

According to the Financial Times, the British drugmaker and its US rival are negotiating a tie-up that would create the world's fourth-largest pharmaceutical group. A plan carrying high political and competitive risk.

August 03, 2026 at 05:16 am

Eagle Football Group sued by John Textor in Lyon Commercial Court

Eagle Football Group and its subsidiary OL SASU were served with a summons on Tuesday, July 30, 2026, before the Lyon Commercial Court by John Textor, the group's former executive, and Eagle Football Holdings LLC, an entity linked to him. The hearing is scheduled for next September.

July 31, 2026 at 08:07 am

France analyst views: Stellantis gets trimmed, Scor wins converts

Target-price tweaks continue after the flood of earnings reports: Accor, Arkema, Atos, Schneider, L'Oréal, Sanofi...

July 31, 2026 at 07:39 am

Sanofi steps up in the second quarter thanks to Dupixent and its new treatments

The drugmaker posted strong growth in both activity and profitability in the second quarter of 2026, driven by Dupixent and its new medicines. It is confirming its full-year targets despite a decline in vaccine sales and higher R&D investment.

July 30, 2026 at 07:53 am

Schneider Electric raises its targets after a record first half

Buoyed by strong data-center demand and its operational streamlining efforts, Schneider Electric delivered a record half-year. The group is raising its 2026 targets and continues to expand in artificial intelligence.

July 30, 2026 at 07:41 am

France analyst views: HSBC turns positive again on Kering, Safran swamped by target hikes

Safran's results published yesterday are driving a wave of price-target increases. Kering is winning back HSBC after its numbers. Air Liquide, a bit less so.

July 29, 2026 at 07:37 am

Rare earths: Trump's America wants to cut the cord with China, but its industry cannot keep up

Donald Trump has made independence in critical minerals a national security priority, having set January 1, 2027 as the cutoff for Chinese purchases for defense. The only problem is that five months before the deadline, US mines and refineries are unable to meet demand.

July 28, 2026 at 01:09 pm

France analyst views: LVMH gets tongues wagging, Morgan Stanley downgrades Veolia

Analysts are reacting to earnings releases, notably those from LVMH, Michelin, Rexel and Soitec.

July 28, 2026 at 07:37 am

Euronext said to be studying the creation of a market for unlisted securities

The pan-European exchange group has reportedly begun talks with clients about a platform dedicated to private companies, a project that would put it in direct competition with London Stock Exchange Group, according to Bloomberg.

July 27, 2026 at 07:48 am

France analyst views: Thales, SES and BNP stand out

Thales stands out as Deutsche Bank upgrades it to buy (€296). BNP Paribas, Axa and Dassault Aviation benefit from higher targets.

July 27, 2026 at 07:31 am

French analyst views: price targets shift for Publicis and Sodexo

Today's main price-target changes on the Paris market, with upgrades for Michelin, Sodexo and Publicis, and trimmed targets for Eiffage, Tikehau Capital and Tonnellerie François Frères.

July 17, 2026 at 07:48 am

Dassault Systemes said to be in talks to buy ArisGlobal for $2bn

The French software group is said to be in discussions to acquire clinical trials solutions provider ArisGlobal from Swedish fund Nordic Capital, the Financial Times reports. The deal would strengthen Dassault's presence in the life sciences.

July 17, 2026 at 07:26 am

Accor probes then clears CEO Sebastien Bazin

The board of the hotel group reportedly hired Paris law firm BDGS to investigate suspicions of conflicts of interest and favoritism involving its CEO, the Financial Times reports. The inquiry, concluded in recent weeks, dismissed all the allegations.

July 17, 2026 at 07:20 am

Zonebourse corporate earnings calendar: July 17, 2026

July 16, 2026 at 05:04 pm

France analyst views: added coverage on Airbus, Oddo reviews real estate landlords

Airbus is getting new coverage, while Oddo BHF upgrades Klepierre to outperform. Targets are also raised for Axa, Credit Agricole and Societe Generale.

July 16, 2026 at 07:43 am

Zonebourse corporate earnings calendar: July 16, 2026

July 15, 2026 at 04:42 pm

France analyst views: banks in the spotlight, GS raises Vallourec

Today's selection is limited, the day after July 14. Deutsche Bank takes a look at French banks.

July 15, 2026 at 07:48 am

Stripe and Advent reportedly offer $53bn to buy PayPal

Payments specialist Stripe and private equity firm Advent International have reportedly submitted a joint offer of $60.50 per share, a premium of about 28% to the current price of $47.37, according to Reuters.

July 15, 2026 at 05:30 am