100% French Stocks – Friday, October 31, 2025
CAC 40 PREOPEN: 8134 points (-0.19%)
Key stocks of the day
SCOR SE (SCR): Q3 net result at €217M, above expectations (cons. €203M). Solid performance in property reinsurance.
SPIE SA (SPIE): Activity up 5.4% over 9 months, 2025 targets confirmed thanks to the energy transition.
Saint-Gobain (SGO): Confirms its 2025 margin targets but lost 6% on the US OTC last night.
ELIS (ELIS): 2025 forecasts confirmed.
IMERYs (NK): Launches a cost reduction plan to restore profitability.
VALLOUREC (VK): Strategic contract with Shell in Brazil.
GENFIT (GNFT): Voluntary delisting from Nasdaq, operational simplification strategy.
VIRIDIEN (ex-CGG): Improved EBITDA margin in Q3.
VUSIONGROUP (VU): Signed a contract with German retailer DM.
BIOSPHYTIS (ALBPS): Positive outlook on BIO101 and key upcoming clinical trials.
TF1 (TFI): Stable 9M revenue (+0.5%), margin at 11.9%.
CASINO (CO): New fundraising in preparation.
Company results expected today
Before market open
- SCOR SE (SCR) – Q3 2025 at 07:30
After market close
- SPIE SA (SPIE) – Q3 2025 activity
- GTT (Gaztransport) (GTT) – Q3 2025 activity
- AURES TECHNOLOGIES (AURS) – Q2 2025 results
- VINPAI (ALVIN) – Q3 2025 activity
- COIL (ALCOI) – Q2 2025 results at 17:45
During the day
- PLANT ADVANCED TECHNOLOGIES (ALPAT) – Q2 2025 results
- WINAMP GROUP SA – Q2 2025 results
Analyst recommendations (France only)
**Recommendation changes**
Upgraded
Crédit Agricole (ACA) → Price target raised from €20 to €20.10 by AlphaValue/Baader Europe
Exosens (EXO) → JP Morgan raises target from €45 to €54, overweight recommendation
Pluxee (PLX) → AlphaValue/Baader Europe stays at buy, target increased from €29.40 to €30.80
Neutral
Pluxee (PLX) → JP Morgan maintains neutral recommendation, target slightly up from €22.50 to €23
Société Générale (GLE) → JP Morgan remains at overweight, but adjusts from €67 to €66
Downgraded
Kering (KER) → Bernstein lowers recommendation to underperform, target €240
Rémy Cointreau (RCO) → Deutsche Bank stays at sell, target cut from €41 to €31
Lectra (LSS) → BNP Paribas remains at outperform, but target cut from €30 to €29
Saint-Gobain (SGO) → JP Morgan and RBC slightly lower their targets (€115 → €110, €109 → €105)
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Have a great session everyone!
Sylvain Mouilhaud: Stocks coach.
