100% French Stocks – January 12, 2026

PREOPEN CAC 40: 8,351 points (+0.02%)

Key Stocks of the Day

Vallourec (VK): Wins a major contract with Shell for the Orca project in Brazil (up to 15,000 tons of OCTG pipes and offshore services).

Viridien (ex-CGG): 2025 revenue > $1.15bn, with +10% in Geoscience. Net cash flow > $100m.

Metavisio (MLTHOM): Announces at CES 2026 €20m in orders for the Thomson 2026 range.

Engie (ENGI): Launches a share buyback program of 2.2 million shares starting today.

Sanofi (SAN): EU approves Teizeild (teplizumab) for type 1 diabetes.

Eiffage Immobilier (FGR): Redevelopment project in Poznan, delivery scheduled between 2027 and 2029.

Stellantis (STLA): Discontinues some Jeep & Chrysler hybrid models, confirms EV slowdown.

Exosens: Wins its largest contract with ACTinBlack for its 5G tubes.

Casino (CO): Creditors agree not to take action during restructuring.

Ekinops (EKI): Lionel Chmilewsky appointed CEO.

Installux (ALLIX): Signs protocol to acquire SVF (fire-resistant joinery).

Advicenne (ADVIC): Sibnayal MA renewed in the EU.

Aelis Farma (AELIS): EMA favorable opinion for its pediatric program in Down syndrome.

Abivax (ABVX): Eli Lilly ready to offer €15bn to acquire the French biotech.

Results Calendar

No major publications expected today.

Analyst Recommendations

Upgrades

Sanofi (SAN) → Buy, target €95
Engie (ENGI) → Buy, target €26.50
Safran (SAF) → Buy, target €360
Schneider Electric (SU) → Buy, target €294
Sopra Steria (SOP) → Buy, target €178
Vicat (VCT) → Neutral, target €80

Neutral

Bic (BB) → Neutral, target €53
Legrand (LR) → Neutral, target €126
OVH Groupe (OVH) → Underperform, target €7
Innate Pharma (IPH) → Hold, target €2.39

Downgrades

Capgemini (CAP) → Underweight, target €142
Danone (BN) → Sell, target €67
L'Oréal (OR) → Hold, target €360
Legrand (LR) → Recommendation downgraded