100% French Stocks – August 26, 2025
CAC 40 PREOPEN: 7,805 points (-0.42%)
Key actions of the day
Viridien (ALVIR): Its Sensing & Monitoring division (Sercel) sold 65,000 land nodes to Sinopec for a 3D seismic survey in Mexico. Strategic contract with an energy giant.
Capgemini (CAP): Signed an agreement to acquire Cloud4C, a managed cloud services specialist. Strategic strengthening in AI and sovereign cloud.
Kering (KER): The stock is rising after rumors about Puma. Holding company Artemis is reportedly considering options regarding the German brand, amid a strong market rebound.
One Experience (MLONE): The group falls after its €1.6M capital increase, which succeeded by 107%. Objective: reinforce its Bitcoin Treasury Company strategy.
Eiffage (FGR): Three acquisitions in Spain through its Energie Systèmes subsidiary, including CVS, a major player in industrial refrigeration and fire safety.
Spie (SPIE): Acquisition of Voets & Donkers in the Netherlands, strengthening its presence in technical services.
Elior (ELIOR): Purchase of La French Baguette, expansion into artisanal catering.
La Française de l'Énergie (LFDE): Launch of a new drilling campaign in Moselle, push towards local energy.
OSE Immunotherapeutics (OSE): Open conflict between founding shareholders and the board of directors. Tensions to watch closely.
TotalEnergies (TTE): Facing a potential $4.4 billion fine in Kazakhstan related to the Kashagan oil field. The consortium is disputing it.
Corporate results expected today
No major publications expected today on the French market.
Analyst recommendations (French companies)
Upward
Bouygues (EN) → JP Morgan moves to overweight, target raised from €38 to €49.
Orange (ORA) → Citi maintains neutral, but raises target from €13 to €14.
TotalEnergies (TTE) → Zacks remains neutral, target upgraded from $65 to $67.
Neutral
Biomérieux (BIM) → Morgan Stanley lowers to market weight, target reduced from €127 to €124.
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Have a great session, everyone!
Sylvain Mouilhaud: Equities coach.