100% French Stocks – Thursday, October 30, 2025

PREOPEN CAC 40: 8200 points (-0.02%)
Slight dip at pre-open in a climate full of quarterly results releases.

Key Stock Highlights of the Day

Airbus (AIR): Q3 results above expectations but lower forecast production for the A220.

Crédit Agricole (ACA): Q3 results up.

Société Générale (GLE): Net profit of €1.5bn in Q3, above expectations.

Stellantis (STLA): Q3 revenue up 13% to €37.2bn, outlook confirmed despite expected exceptional charges.

TotalEnergies (TTE): Adjusted net income slightly down, but dividend raised and ADRs converted to ordinary shares listed on the NYSE.

Rémy Cointreau (RCO): Lowers its 2025-26 forecasts, impacted by Chinese and US markets.

Technip Energies (TE): Operating income below expectations but targets confirmed.

Air Liquide (AI): Launches a capital increase reserved for employees and a multi-tranche bond issue.

Casino (CO): Denies a €500m injection by Kretinsky.

Pluxee (PLX): Lowers 2026 growth forecasts but raises its Ebitda margin.

DBV Technologies (DBV): Raises $30m through ADS issuance.

Eramet (ERA): Q3 revenue down 10%, cash flow still negative, tough economic conditions.

Claranova (CLA): Finalizes strategic refocus on SaaS, stable sales at +1.4%.

Saint-Gobain
Wavestone
Aubay
Lectra
Claranova
Sogeclair
Samse
74Software
2CRSi
Casino
Vantiva
Ateme

Airbus (AIR)
→ Bernstein stays at Outperform, target raised to €245

→ Deutsche Bank stays at Buy, target raised to €228

→ RBC Capital stays at Outperform, target raised to €240

Dassault Systèmes (DSY)

→ Griffin Securities maintains Buy, target lowered to €43

Sanofi (SAN)

→ HSBC maintains Buy, target adjusted to €102

Sopra Steria (SOP)

→ Bernstein stays at Outperform, target adjusted to €226

Unibail-Rodamco-Westfield (URW)

→ Goldman Sachs stays at Buy, target raised to €130

Adidas

→ TD Cowen stays at Hold, target lowered to €189

Citi on Airbus

→ Maintains at Hold, target raised to €207

Rémy Cointreau (RCO)

→ Results alert + forecast downgrade = expected pressure at open.

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