100% French Stocks – Tuesday, January 27, 2026

PREOPEN CAC 40: 8,146 pts (+0.15%)

Key stocks of the day

Airbus (AIR): The group posts a strong record with 536 net orders and 392 helicopter deliveries in 2025. A positive signal for the aerospace sector.

Ubisoft (UBI): Considering cutting up to 200 jobs at its headquarters in France as part of a restructuring.

ID Logistics (IDL): Reports a +14.2% revenue growth in 2025, confirming its momentum in contract logistics.

OVHcloud (OVH): Wins the European contract for the OCRE project, strengthening its strategic position in sovereign cloud.

Drone Volt (ALDRV): Signs a strategic contract with Phoenix Tower, as part of a partnership around high-resolution image capture.

Vergnet (ALVER): Listing suspended following the announcement of a forthcoming judicial liquidation.

Mauna Kea Technologies (MKEA): Allinvest launches coverage with a Buy rating and a target price of €0.20 (+54% upside potential).

Omer-Decugis & Cie (unlisted): Strong start to the fiscal year with Q1 revenue up +19.4% to €89.7m.

Results calendar for the day

LVMH (5:45pm)
Lumibird
SergeFerrari
Aramis
Memscap
Acteos
Invibes

Analyst recommendations (France only)

Upgrades

Crédit Agricole (ACA) → UBS maintains at buy, target raised to €20.40 (vs €18).
ID Logistics (IDL) → UBS remains at buy, target raised to €510 (vs €505).
Société Générale (GLE) → UBS maintains buy, target increased to €80 (vs €70).
Mauna Kea Technologies (MKEA) → Allinvest starts with Buy, target €0.20 (+54% potential).

Neutral

Aperam (APAM) → Jefferies stays at hold, target raised to €37 (vs €33).
Kering (KER) → DBS Bank maintains hold, target raised to €226 (vs €164).
LVMH (MC) → DBS Bank remains at hold, target raised to €528 (vs €469).
Unibail-Rodamco-Westfield (URW) → UBS stays neutral, target raised to €98 (vs €91).

Downgrades

Gecina (GFC) → UBS remains at buy, but target lowered to €90 (vs €112).
Klépierre (LI) → UBS maintains sell, but target slightly raised to €30.50 (vs €26.10).

Have a great trading session everyone!
Sylvain Mouilhaud – Equity Coach