100% French Stocks – Monday, December 8, 2025

100% French Stocks – Monday, December 8, 2025

PREOPEN CAC 40: 8097 points (-0.23%)

Key Actions of the Day

TotalEnergies (TTE): Starts trading on the New York Stock Exchange today. The company is merging its upstream activities in the UK with NEO NEXT to create NEO NEXT+, in which it will hold 47.5%.

L’Oréal (OR): Increases its stake in Galderma to 20% after acquiring an additional 10%. No amount disclosed.

BNP Paribas (BNP): Sells its 25% stake in AG Insurance to Ageas for €1.9bn. BNP Paribas Cardif will also increase its stake in Ageas to 22.5%.

OVHcloud (OVH): Miroslaw Klaba, through Deep Code, sells 2.4% of the capital. He remains the owner of 42.5%.

OSE Immunotherapeutics (OSE): Regains control of early development of ABBV-230. Revised agreement with AbbVie, removal of an anticipated milestone payment but maintains future prospects.

Sensorion (ALSEN): The phase I/II Audiogene trial is authorized to continue by the independent committee.

Adomos (ALADO): Launches new dilutive financing via OCABSA.

Euronext (ENX): Reports growth in its trading volumes in November.

Corporate Results Expected Today

No major results expected this Monday morning for listed French stocks.

Analyst Recommendations (French stocks only)

Recommendation Changes

Upward

Sartorius Stedim Biotech (DIM) → Recommendation maintained at Overweight by JP Morgan, target raised from €225 to €260.
UCB (UCB) → Deutsche Bank maintains Buy and raises target from €285 to €295.

Neutral

Sanofi (SAN) → JP Morgan moves from Overweight to Neutral, target lowered from €105 to €95.
Soitec (SOI) → Jefferies maintains Hold recommendation, target lowered from €42 to €26.

Downward

Sanofi (SAN) → Recommendation downgraded by JP Morgan, negative impact expected at the open.

Have a great session everyone!
Sylvain Mouilhaud: Equity coach.