100% French Stocks – Wednesday, October 29, 2025
PREOPEN CAC 40: 8,206 points (-0.11%)
Key Stocks of the Day
Stellantis (STLA): Announcement of a strategic partnership with Nvidia, Uber, and Foxconn to deploy 100,000 autonomous vehicles by 2027. Major acceleration in autonomous mobility.
Sopra Steria (SOP): Results in line with expectations, targets maintained, growth expected to return in Q4.
Bic (BB): Downgrade of annual forecasts. Stock could be under pressure at the open.
Publicis (PUB): Acquisition of Singaporean company Hepmil Media. Strengthening presence in Asia.
M6 (MMT): Warning on declining advertising revenue for the end of the year. Revenue down 3.4% in Q3.
DBV Technologies (DBV): Losses deepened to -$102.1 million over 9 months, impacted by expenses related to the COMFORT Toddlers study.
Company Earnings Expected Today
- Airbus SE (AIR)
- Sopra Steria Group (SOP)
- Lectra (LSS)
- Manitou Group (MTU)
- Infotel (INF)
- Sogeclair S.A (SOG)
- Theraclion (ALTHE)
- AMA Corporation PLC (ALAMA)
- Claranova SE (CLA)
Analyst Recommendations (France only)
**Recommendation changes**
Upgrades
Accor (AC) → Buy confirmed, target raised from €48 to €52 (Citi)
Air Liquide (AI) → Target raised by Deutsche Bank (€190 → €208), BNP Paribas (€205 → €209), Bernstein (€198 → €199)
Capgemini (CAP) → Target raised by Bernstein (€214 → €225) and Morgan Stanley (€140 → €145)
Neutral
Amundi (AMUN) → Target reduced by BNP Paribas (€69 → €65) and Morgan Stanley (€76.90 → €72.70), recommendation maintained
BNP Paribas (BNP) → Target reduced to €90 (RBC Capital), Outperform maintained
Engie (ENGI) → HSBC keeps its recommendation, target raised (€20.30 → €20.40)
Eurofins Scientific (ERF) → Deutsche Bank stays at hold, target raised (€53 → €60)
Thales (HO) → Barclays stays at underweight, target raised (€245 → €250)
Downgrades
Clariane (CLARI) → Reduce recommendation maintained, target barely raised (€4.15 → €4.31)
M6 (MMT) → Target revised downwards (€12.60 → €12.20) with Reduce recommendation (AlphaValue)
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Have a great trading session, everyone!
Sylvain Mouilhaud: Stock Coach.
