Thomas Barnet

France analyst views: Goldman Sachs turns positive on Arkema, L'Oréal target raised

Among notable research changes on French companies, Arkema benefits from an upgrade by Goldman Sachs. L'Oréal, ST, Vinci and Société Générale see target increases, while Bénéteau, LVMH and Stellantis face cuts.

February 10, 2026 at 02:35 am

Zonebourse earnings calendar for corporate results: February 10, 2026

February 09, 2026 at 11:20 am

Zonebourse Corporate Earnings Calendar: Week of February 9 to 13, 2026

February 09, 2026 at 11:17 am

France analyst views: sharp target cuts for Stellantis and X-Fab

The cold shower from the massive losses Stellantis flagged last week is forcing analysts to slash their targets across the board. By contrast, BNP Paribas and Vinci remain well supported.

February 09, 2026 at 02:33 am

MarketScreener company calendar: Monday, February 9, 2026

February 08, 2026 at 11:01 am

Zonebourse Company Calendar: Monday, February 9, 2026

February 06, 2026 at 12:17 pm

Atos Shareholders Go on the Offensive

Approximately 700 investors are suing Deloitte & Associés and Grant Thornton, accusing them of certifying financial statements deemed misleading for several years prior to the financial collapse and restructuring of the group. The law firm representing their interests filed the lawsuit on Thursday, February 5.

February 06, 2026 at 09:48 am

France analyst views: Higher price targets for BNP Paribas, Air France KLM and Soitec

BNP Paribas stands out with broad-based upward revisions at Barclays, Citi and UBS. Citi is no longer at buy on Amundi. Deutsche Bank revalues Soitec while KBC targets lower on X-Fab.

February 06, 2026 at 02:44 am

Zonebourse Corporate Calendar: Friday, February 6, 2026

February 05, 2026 at 12:08 pm

An emotional rollercoaster guaranteed as silver swings

A spectacular overnight plunge, a partial rebound at daybreak: silver is once again showcasing the extreme nervousness of precious-metals markets. Caught between physical supply tightness, financial speculation and technical mechanisms linked to options markets, the grey metal is undergoing violent moves that strain industrial users and raise questions over the sustainability of prices.

February 05, 2026 at 07:22 am

Analyst calls of the day: JP Morgan is no longer a buyer of Engie, Goldman Sachs trims Renault and Valneva

Among the notable updates, JP Morgan downgrades Engie to market perform, while BNP and UBS raise their targets for Crédit Agricole.

February 05, 2026 at 02:26 am

Zonebourse Corporate Agenda: Thursday, February 5, 2026

February 04, 2026 at 11:35 am

AMS-Osram gets breathing room by selling part of its sensors business to Infineon

AMS-Osram has agreed to sell its non-optical analog and mixed-signal sensor business to Infineon for €570m in cash. The announcement sent the stock up more than 10% on the Zurich exchange in morning trading.

February 04, 2026 at 04:23 am

Novartis Struggled at Year-End

The Basel-based pharmaceutical group saw its sales erode in Q4, hit by generic competition to Entresto. Margins held up. The 2026 outlook is cautious: net sales expected to rise slightly in the low single digits, and core operating income expected to decline slightly in the low single digits.

February 04, 2026 at 02:58 am

UBS sets its 2028 targets after a surge in its 2025 profits

The three-key bank posted better-than-expected results for the fourth quarter of 2025, lifted by wealth management and investment banking. UBS reaffirmed its ambitions to return capital to shareholders, while remaining on hold pending future Swiss prudential rules.

February 04, 2026 at 02:40 am

France analyst views: Publicis gets trimmed, price targets rise for Amundi

Earnings releases are driving a wave of revisions this morning: Publicis, Amundi and Sartorius Stedim Biotech are in focus. JP Morgan still likes Orange, Goldman Sachs remains cautious on Teleperformance.

February 04, 2026 at 02:20 am

Zonebourse Corporate Calendar: Wednesday, February 4, 2026

February 03, 2026 at 11:48 am

France analyst views: Morgan Stanley downgrades Renault and Stellantis

French automakers have fallen out of favor at Morgan Stanley, which has turned negative on Renault and has dropped its positive stance on Stellantis. Mediobanca is taking a closer look at French concession operators (Vinci, Eiffage, ADP, Getlink), while Stifel raises its valuation on Exosens.

February 03, 2026 at 02:31 am

Zonebourse Macro Calendar: Tuesday, February 3, 2026 -

February 02, 2026 at 12:15 pm

Zonebourse Corporate Agenda: Tuesday, February 3, 2026 -

February 02, 2026 at 12:14 pm

Zonebourse Company Calendar: Week of February 2 to 6, 2026 -

February 02, 2026 at 12:13 pm