Thomas Barnet

French analyst calls: targets reset on LVMH and Kering

The start of earnings season brings an uptick in analyst coverage. That is the case in luxury after the numbers from LVMH and Kering. More defensive names still appear to be in favor.

April 15, 2026 at 02:56 pm

Technip Energies wins two FEED contracts for Port-Gentil refinery

Technip Energies has been awarded two Front-End Engineering Design (FEED) contracts by SOGARA to modernize its Port-Gentil refinery in Gabon.

April 15, 2026 at 12:53 am

Technip Energies secures two FEED contracts for Port-Gentil refinery

Technip Energies has been awarded two Front-End Engineering Design (FEED) contracts by SOGARA to modernize its Port-Gentil refinery in Gabon.

April 15, 2026 at 12:41 am

Renault to slash engineering headcount

Renault has confirmed plans to reduce its global engineering workforce by 15% to 20%, following earlier market speculation.

April 15, 2026 at 12:29 am

Slight organic growth for Havas, driven by the United States

Havas posted a first quarter of slight growth, with net revenue of €638m up 2.5% organically, supported by robust business momentum, particularly in North America. Against this backdrop, the group reiterated its financial targets for the full 2026 fiscal year.

April 15, 2026 at 12:18 am

Kalray, 2CRSi, Riber, Soitec, Semco... the winners of the AI bets

French investors are on the hunt for stocks poised to benefit, directly or indirectly, from the fallout of the artificial intelligence boom. Five companies have capitalized on this enthusiasm, some of them staging remarkable comebacks. Here are their brief profiles.

April 14, 2026 at 03:56 pm

France Analyst Views: Targets Slide on LVMH, UBS Buys the Three French Banks

UBS is taking a closer look at French banks and Barclays at infrastructure. But it is LVMH that is drawing the most comments after its quarterly release.

April 14, 2026 at 02:45 pm

French Analyst Ratings: Kering, Legrand and Sodexo in the Spotlight

A handful of rating changes to start the week, notably affecting several CAC 40 constituents (Kering, Legrand, Publicis, Pernod Ricard, Michelin and Stellantis).

April 13, 2026 at 03:24 pm

Weekly Earnings Calendar: JPMorgan and Netflix in the US, LVMH and ASML in Europe,

Welcome to the corporate earnings calendar for the week of April 13 to 17, 2026. Key highlights this week include financial releases from Netflix, ASML, and Goldman Sachs, LVMH, JPMorgan Chase, Hermès, Netflix, ASML, and Goldman Sachs.

April 13, 2026 at 03:08 pm

US blockade of Hormuz sends crude oil prices back above $100

Donald Trump announced on Sunday that the US Navy will implement a blockade of the Strait of Hormuz, even as he had been calling for its reopening as part of negotiations with Tehran.

April 13, 2026 at 02:58 pm

The US blockade of Hormuz sends oil back above $100 a barrel

Donald Trump said Sunday that the US Navy would impose a blockade of the Strait of Hormuz, even as he had been calling for it to be reopened as part of negotiations with Tehran.

April 13, 2026 at 02:19 pm

French analyst calls: UBS backs Thales, Bernstein raises OVH

The latest selection of the week puts defense industrials in the spotlight with UBS, while price targets are lowered on Worldline, Vivendi and Accor.

April 10, 2026 at 02:50 pm

MarketScreener Corporate Earnings Calendar: April 10, 2026

April 09, 2026 at 11:35 pm

Shareholder divests 4.4% stake in Exosens

Exosens shares are expected to face technical pressure during the April 9 session following a private placement.

April 09, 2026 at 02:49 pm

French Analyst Ratings: Jefferies turns bullish on Rexel, TD Cowen raises Kering target

Jefferies upgraded Rexel to a positive stance this morning. "We see a favorable backdrop for Rexel through 2026, supported by significant pricing tailwinds, a recovery in certain industrial and construction markets, and another year of robust growth in the data center sector," the analyst explained. Elsewhere, Kempen upgraded Mercialys while downgrading Unibail.

April 09, 2026 at 02:38 pm

Shareholder Divests 4.4% Stake in Exosens

Exosens shares are expected to face technical pressure during the April 9 session following a private placement.

April 09, 2026 at 02:25 pm

MarketScreener Corporate Earnings Calendar: April 9, 2026

April 08, 2026 at 11:54 pm

Why you can't afford to miss the market's biggest rallies

At the risk of stating the obvious, the stock market's best performing days do not occur during calm and comfortable periods. Instead, they most often emerge in the midst of the most anxiety-inducing environments.

April 08, 2026 at 11:31 pm

Why missing the market's biggest rallies is a costly mistake

At the risk of stating the obvious, the stock market's best days do not occur during calm and comfortable periods. Instead, they most often emerge in the heart of the most anxious times.

April 08, 2026 at 10:10 pm

Why banking, tourism and commodities stocks are soaring

This morning, MarketScreener noted in its daily column that following the ceasefire in the Middle East, "extreme arbitrage enthusiasts will likely be long on airlines and short on oil companies." However, many other sectors are also experiencing spectacular surges or big falls. Here's the breakdown of this.

April 08, 2026 at 05:58 pm

Why banking, tourism, and commodities are soaring on the stock market

This morning, in its daily column following the Middle East ceasefire, MarketScreener wrote: "extreme arbitrage enthusiasts will likely be long on airlines and short on oil majors." However, many other sectors are also experiencing spectacular surges or staggering collapses. Here is the breakdown.

April 08, 2026 at 04:44 pm