Equity Analysis

Pluxee and Edenred: will the reform of meal vouchers be postponed again?

The two main meal voucher issuers, Edenred and Pluxee, saw their share prices fall sharply on Monday morning, with Edenred down 6% and Pluxee down nearly 7%. The reason: political uncertainty...

Broadcom challenges Nvidia: the hyperscalers' new secret weapon

In a market already buzzing with excitement around artificial intelligence, Broadcom has just made a big splash. The publication of its quarterly results exceeds even the most optimistic expectations...

Lululemon: this time, things are no longer going well

The brand specializing in yoga clothing is seriously beginning to approach a disaster scenario similar to that of Under Armour.

Lufthansa: Art of the deal

This is a fantastic financial move for the German airline, which is refinancing a small portion of its debt on incredibly favorable terms.

Nemetschek strikes hard: Firmus' AI ushers in a new era in digital construction

Nemetschek has decided to equip its software with the sharp eyes of artificial intelligence. The German group, already a leader in software solutions for architecture and construction, has announced...

The AI equation weighs on Salesforce

Disappointing forecasts and artificial intelligence that is still under-monetized: the customer management software giant continues to face obstacles, quarter after quarter.

Pan African Resources' strategic agreement with NOA group

Pan African Resources PLC has launched a substantial share buyback plan and signed a ten-year renewable energy supply agreement to cut carbon emissions. The company demonstrated robust financial...

RPM strengthens consumer group with Ready Seal

RPM International, Inc. ended the financial year demonstrating operational resilience and strategic foresight, supported by steady growth across segments and geographies. RPM International's focus on...

Primoris exceeds analysts' estimates, with stock surging

Primoris Services' Q2 2025 results highlighted impressive revenue growth and substantial margin expansion, fueled by increased demand for infrastructure solutions in power generation, electric...

Figma: A welcome disappointment to temper stock's valuation?

The interface and user experience design software company has reported its first results as a publicly traded company. The reaction is commensurate with the unpleasant surprise. The stock is down 17%...

Sydney Sweeney's Great jeans give American Eagle wings

American Eagle Outfitters shares soared 24% before the markets opened. The controversial advertising campaign featuring actress Sydney Sweeney has indeed helped boost sales.

Between sluggish profits and desperate acquisitions, Campbell's in a pea souper

Times are tough for American agri-food giants.

Frontdoor's Q2 25 results driven by strategic acquisition

Frontdoor's Q2 25 results showcased robust revenue growth and significant margin expansion, driven by the successful integration of the 2-10 Home Buyers Warranty acquisition and strong performance in...

Ulta Beauty's Q2 growth driven by new store contributions

Ulta Beauty achieved outstanding top-line growth in Q2 26, demonstrating growth in revenue supported by strong sales in key categories and expansion initiatives. The purchase of Space NK represents a...

Somnigroup International Inc.: An Overview of the World's Largest Bedding Company

Somnigroup International Inc. is the world's largest bedding company, operating in over 100 countries through its subsidiaries Tempur Sealy, Mattress Firm, and Dreams. Its portfolio features...

WSP Global's Q2 25 accelerated by backlog expansion

Demonstrating outstanding operational excellence, WSP Global achieved record-low DSO, strong margin expansion, and double-digit revenue growth in Q2 25. In addition, the acquisition of Ricardo plc is...

Kraft Heinz throws in the towel

An amicable divorce at Kraft Heinz, which ten years later on definitively confirms the failure of its audacious 2015 merger.

Growth slows down at The Cooper Companies

The US specialist in contact lenses and fertility products is going through its worst phase in almost three years. The steady growth trajectory that reassured analysts and investors in recent years...

ANTA Sports' cross border brand evolution with MUSINSA

ANTA Sports Products Ltd. achieved a strong performance in H1 25, highlighted by robust growth, accelerated revenue, and a solid improvement in earnings. This progress was driven by enhanced...