100% French Stocks – Thursday, October 10, 2025
100% French Stocks – Thursday, October 10, 2025
PREOPEN CAC 40: 8,044 points (+0.11%)
After gaining +1.07% yesterday, the Paris index continues its momentum, supported by Wall Street's rebound and (temporary) easing on the French political front. The 8,000-point threshold has been crossed again. The Fed's Minutes released yesterday also fueled hopes of an upcoming rate cut, which would support the economy amid a pressured job market.
Key Actions of the Day
Kering (KER): Renault’s CEO Luca de Meo is set to present a strategic vision to relaunch the luxury group today at a meeting with 300 senior executives.
Airbus (AIR): The manufacturer delivered 73 aircraft in September, bringing its annual total to 507. 2025 target: 820 deliveries.
Alstom (ALO): Martin Sion (formerly Safran) will succeed Henri Poupart-Lafarge as CEO starting April 1, 2026.
Sodexo (SW): Sophie Bellon hands over operational control to Thierry Delaporte, former CEO of Wipro.
Sopra Steria (SOP): CEO Cyril Malargé leaves the group to take over at Alten.
Lisi (FII): Acquires assets of an automotive company in Hungary.
Cegedim (CGM): Signs a contract in Spain.
Vergnet (ALVER): New exclusive agreement for the distribution of solar panels in France.
Company Results Expected Today
No major results expected today. Quiet day for earnings releases.
Analyst Recommendations (FRANCE only)
Recommendation Changes
Upgrades
Crédit Agricole (ACA) → Jefferies maintains Buy, raises target from €21 to €22.
Neutral
Capgemini (CAP) → BNP Paribas Exane remains at Outperform, but lowers target from €180 to €155.
L'Oréal (OR) → JP Morgan maintains its Neutral recommendation, target lowered from €360 to €350.
Downgrades
Puig Brands (PUIG) → JP Morgan downgrades from Overweight to Underweight, target reduced from €25 to €12.50.
Receive this summary every morning before the opening bell—sign up to get our daily pre-market roundup and never miss an opportunity!
Sign up here
Have a great trading session everyone!
Sylvain Mouilhaud: Stock Coach.