100% French Stocks – September 26, 2025

PREOPEN CAC 40: 7,823 points (+0.68%)

Key stocks of the day

EssilorLuxottica (EL): The FDA approves the Essilor Stellest corrective lens, designed to slow down myopia in children. A major breakthrough in the US market.
Alstom (ALO): European order of around €475M for rolling stock. Client identity not disclosed, but a strong signal for the order book.
Alten (ATE): First-half results down (-30% net income), but 2025 targets confirmed. Operating margin expected between 8% and 8.1%.
Eutelsat (ETL): BtoB/BtoG-focused strategy. The CEO highlights telecom/space convergence as a growth driver.
Hoffmann Green Cement (ALHGR): €7.93M capital increase, supported by Vatel Capital.
OSE Immuno (OSE): Public-private agreement signed with Inserm & Nantes University to accelerate immunotherapy innovation.
Ecoslops (ALESA): First-half revenue down 2% due to a decline in oil prices.
Abionyx Pharma (ABNX): Weak H1 revenue (€2.1M), net loss widened to -€2.3M, but stable cash flow.
Biosynex (ALBIO): Still struggling with its US divestment plan, impacted by the overall environment.

Company results expected today

EQUASENS (EQS): Q2 2025 results release
BONDUELLE (BON): Q4 2025 results release
DÉKUPLE (ALDKL): Q2 2025 results estimate
GASCOGNE (ALBI): Q2 2025 results estimate
TIPIAK (TIPI): Q2 2025 results estimate
BALYO (BALYO): Q2 2025 results release

Analyst recommendations (France only)

**Recommendation changes**

Upgrades

LVMH (MC) → Buy maintained, price target raised to €625 (vs €600).
Idi (IDIP) → Buy confirmed by AlphaValue, target raised to €103 (vs €97.40).

Neutral

Sanofi (SAN) → Neutral maintained, price target adjusted to €92 (vs €94).
Infotel (INF) → Strong buy maintained, target lowered to €49.50 (vs €50).
Rexel (RXL) → Overweight maintained, target lowered to €30 (vs €31).

Downgrades

No major downgrades on French stocks this morning.

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