Back to the main directory
EarningsReview / Equity
- Mead: what's it worth now? by BNP Paribas
- Responsible AI Day 2026 - Feedback by BNP Paribas
- Fly-by Bytes: Jan | Trends Appear In-Line to Start the Year by BNP Paribas
- Q4 2025 first take by BNP Paribas
- CFO surprise departure by BNP Paribas
- 4Q25 first take: 15% organic growth, 2% EBITDA beat by BNP Paribas
- FY25 prelims: no surprises by BNP Paribas
- Signs of stabilization but Mgt. still cautious by BNP Paribas
- EU remains primary growth driver while US is steady by BNP Paribas
- Bakkafrost - Persistent upstream and downstream pressures by Danske Bank Equity Research
- Strong Q4. FY26/FY28 guide implies 5%/12% adj. EBITA cons. upgrades by BNP Paribas
- Q4’25 results: Solid orders; significant earnings miss by BNP Paribas
- Q4 25 results: In line P&L and strong distribution by BNP Paribas
- BP 4Q25 in-line, buy-back suspended, capex trimmed, opex cuts augmented and Bumeranque liquids see definition at 8bn bbls in place by BNP Paribas
- INVEST SECURITIES - ORYZON GENOMICS : Renforcement du rationnel de combiner iadademstat - ACHAT, OC 10,9€ by Invest Securities
- INVEST SECURITIES - ORYZON GENOMICS : STRENGTHENED RATIONALE FOR COMBINING IADADEMSTAT - BUY, TP €10.9 by Invest Securities
- Q4 revenues and FY26 guidance solid. Pipeline rich but H2 weighted. by BNP Paribas
- Feedback (and thoughts) from the call by BNP Paribas
- 4Q25: Off the call by BNP Paribas
- Q4/FY25 conf call: Confident tone on 2026 by BNP Paribas
- An introduction to DKSH by BNP Paribas
- Q4: strong FCF, soft P&L. Guidance LSD below cons and back-end loaded by BNP Paribas
- Solid Q4; healthy outlook to reassure after recent weakness by BNP Paribas
- 2026 Outlook: Can Anyone Win Selling EVs in N.A.? by BNP Paribas
- Q126 results: first organic beat since Feb 2025 at 5% or 8% run-rate, FY26e guidance reiterated, but note US still ramping-up by BNP Paribas
- Superior growth outlook; moving past the margin by BNP Paribas
- Pre-close call feedback: Accenture, Adobe, Oracle by BNP Paribas
- Final thoughts on fenebrutinib ahead of RRMS data by BNP Paribas
- Knowit - Solid data point with future spirit by Danske Bank Equity Research
- Q4’25 results: Strength in Trade offset by weakness in Services by BNP Paribas
- FY25 first take: cuts to FY26 guide and mid-term targets by BNP Paribas
- Orsted - SOLID 4Q25 RESULTS, POSITIVE CATALYSTS MORE VISIBLE by Equita Sim
- 4Q/FY25 first take: a very slight beat and a vague 2026 outlook by BNP Paribas
- Smurfit WestRock to close 127kt/y of SBS - thoughts and GPK x-read by BNP Paribas
- X-read from SUMCO results by BNP Paribas
- Q4/FY25 results: Solid FY25 beat, FY26 guidance broadly anticipated by BNP Paribas
- First Reaction: Heavy Corpx in Lighter 4Q25; Significant Pressure in 1Q26 Guide by BNP Paribas
- Q4 25: Weak organic performance in North; M&A machine on track by BNP Paribas
- INVEST SECURITIES - AUDACIA : Les moyens de ses ambitions MT assurés - ACHAT vs SOUSCRIRE, OC 9€ by Invest Securities
- Q4 First Take: Good numbers, with supportive 2028 headline guidance by BNP Paribas
- CLF, STEEL US, COPPER CHINA, STRATEGY, AAL by BNP Paribas
- KERING: RDOS. 2025 (ANÁLISIS BANCO SABADELL) by Sabadell
- FY25 conf call: ENT encouraging, SMB still has much work to be done by BNP Paribas
- Post FY25 conf call comments by BNP Paribas
- Feedback from the sell side analyst meeting by BNP Paribas
- Uncertainty over near-term margin profile despite results beat by BNP Paribas
- Company contact: Key Takeaways by BNP Paribas
- An introduction to Randstad by BNP Paribas
- Q4 Results - Beat at Q4 and FY 26 Guidance ahead by BNP Paribas
- Wihlborgs - Strong in demanding end-markets, optimistic outlook by Danske Bank Equity Research