100% French Stocks – Monday, October 27, 2025

PREOPEN CAC 40: 8,267 points (+0.61%)

European markets are expected to open higher, buoyed by signs of easing trade tensions between China and the United States. A possible agreement between Trump and Xi Jinping could suspend tariff increases and support risk appetite. As a result: Asian stocks are surging, gold is retreating, and commodities are soaring. It’s a crucial week with central bank meetings and major earnings releases.

Key stocks of the day

Fountaine Pajot (ALFPC): 2024/2025 revenue at €323.2m, down 8.2%, but three-year cumulative growth of +47%.

Saint Jean Groupe (unlisted): Sales up +1.71% to €86.65m over 9 months; strong momentum in own brands (+7.1%), catering services up +14.5%.

TotalEnergies (TTE): Lifts force majeure status on its LNG project in Mozambique. Project restart confirmed by local authorities.

Exosens (unlisted): Sales up +23.2% over 9 months, at €327.8m, thanks to the strength of the defense sector.

Analyst recommendations (France only)

Upgrades

Schneider Electric (SU) → Morgan Stanley upgrades to Overweight, target raised to €280 (from €240).
Kering (KER) → Bernstein raises target to €240 (from €180).

Neutral

No neutral recommendations reported today.

Downgrades

Sanofi (SAN) → Jefferies lowers price target to €100 (from €120).
STMicroelectronics (STM) → Morgan Stanley lowers price target to €20 (from €26).

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