Stocks on the rise

Shelly Group (+11%): The tech specialist's integration into the SDax index has sparked significant market enthusiasm. The Bulgarian group replaces Gerresheimer, which exited the index yesterday evening.

Robertet (+6%): The fragrance group is winning over investors with net income rising 14.8% to 103.4 million euros for the 2025 fiscal year. Simultaneously, the French group has proposed a dividend of 12 euros per share (a 20% increase).

Exail Technologies (+3%): Shares in the civil and military robotics specialist jumped after securing a new order. The group announced that OMS Group has commissioned a DriX O-16 surface drone.

Vivendi (+2%): Shrugging off an adjustment by JP Morgan, which trimmed its price target from 3 euros to 2.70 euros, the maintained "overweight" rating proved sufficient to whet investor appetite. Bolloré's media group chose to focus solely on the positive signal.

STMicroelectronics (+2%): Digesting a paradoxical note from TD Cowen, which hiked its target from 27.50 euros to 33.50 euros (+22%) without granting a "buy" stamp. The Franco-Italian semiconductor manufacturer remains attractive despite a recommendation that remains stuck at "hold."

Stocks on the decline

Sodexo (-19%): Following an audit of its contracts and assets, the world leader in catering services has slashed its forecasts. It now anticipates organic revenue growth between +0.5% and 1%. For the first fiscal half, Sodexo reported adjusted net income down 36.7%, reflecting a decline in operating margins.

Maurel (-4%): Even as crude prices stage a modest rebound, they continue to trade below 100 USD. The sell-off in oil stocks that began earlier continues. Repsol (-3%) also suffered a price target revision by JB Capital Markets to 22.20 euros, down from 22.50 euros previously.

Atrium Ljungberg (-6%): The Swedish real estate firm reported management results below consensus, down 3% year-on-year, penalized by asset vacancy rates. SB1 Market deemed the results slightly disappointing, maintaining a "neutral" stance with a price target of 35 SEK.

Hapag-Lloyd (-2%): The shipping giant is suffering from the prolonged blockade of the Strait of Hormuz. In this context, JP Morgan reaffirmed its negative outlook on the stock. The investment bank maintains its "sell" recommendation with a price target of 65 euros, implying a 45% downside potential from current levels.