CAC 40 PREOPEN: 8096 points (+0.34%)
Key stocks of the day
Elis (ELIS): Record revenue at €4.8 billion in 2025, up +4.9%.
Alten (ATE): 2025 revenue down, despite slight recovery in Q4.
Airbus (AIR): The group is preparing a campaign for a stretched version of the A220, according to Reuters.
ArcelorMittal (MT): Files €1.8 billion lawsuit against the Italian government, threatens relocation.
Danone (BN): Recall of Aptamil batches in Germany.
Euronext (ENX): Finalizes a €250 million share buyback.
Worldline (WLN): Reduction of share nominal, neutral operation.
Eutelsat (ETL): Cancels sale of its passive infrastructures.
Casino (CO): Former CEO sentenced, possibility to appeal.
Voltalia (VLTSA): Wins a 132 MW solar project in Tunisia.
Poxel (POXEL): Validates its continuation plan, exits receivership.
Valeo (FR): Partnership with Kapsch TrafficCom on V2X technology.
Today's results calendar
Expected publications:
- Cegedim
- Samse
- Maison Pommery
- Signaux Girod
- Graines Voltz
- Roche Bobois
- Fiducial Office Solutions
- Lanson
- Coil
- Groupe LDLC
- Vétoquinol
- Winfarm
Analyst recommendations
Recommendation changes (France only)
Upgraded
Eiffage (FGR) → Barclays remains overweight, target raised from €140 to €146.
Engie (ENGI) → Barclays remains overweight, target raised from €24 to €27.
STMicroelectronics (STM) → Citi and UBS maintain buy, target raised to €31.
Vinci (DG) → Barclays remains overweight, target raised from €136 to €137.
Neutral
Coface (COFA) → Deutsche Bank remains hold, target lowered to €15.70.
Dassault Systèmes (DSY) → Morgan Stanley remains overweight, target lowered to €30.
Rémy Cointreau (RCO)
- BNP Paribas maintains neutral, target lowered to €36
- Morgan Stanley remains underweight, target lowered to €36
Sanofi (SAN) → Deutsche Bank maintains buy, target lowered to €100.
Downgraded
Eurofins Scientific (ERF) → AlphaValue lowers target from €75.90 to €75.50, remains reduce.
Scor (SCR) → Barclays remains equal weight, target lowered to €30.20.
Worldline (WLN) → Oddo BHF moves from underperform to market perform, target €1.60.
TotalEnergies (TTE) → Zacks maintains neutral but slightly raises the target to $75.
Have a great session everyone!
Sylvain Mouilhaud – Stocks Coach
