100% French Stocks – Wednesday, October 29, 2025

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.