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EarningsReview / Equity
- Q4 25 first take: Strong orders in CVS but weak in RVS - ’26 guidance in line by BNP Paribas
- Industrial strengthening by BNP Paribas
- Awaiting tariff impacts by BNP Paribas
- 2026e opex driven by further petrelintide development, Ph II data imminent by BNP Paribas
- Ferrovial - Amended- 407-ETR soft 4Q25 results; valuation risk persists by JB Capital Markets
- H126: guidance maintained, expect a relief rally by BNP Paribas
- CMD guidance first take: FCF guidance 3/4% ahead, French OpFCF growing and dividend floor raised by BNP Paribas
- Q4 25 first take: Weaker orders, profitability and ’26 guidance in line by BNP Paribas
- Read-x from Sabre Q4 25 results: air bookings to re-accelerate post-Q4, agentic travel to impact GDSs bookings with OTAs? by BNP Paribas
- Q4’25 First take: Q4 OSG light and H2 EBITA a big miss; new SBB announced by BNP Paribas
- Swiss Watch Exports: Jan -4% with China +5% & US -14% by BNP Paribas
- FY25 results: strong, high quality down to EBITDA, more noise on EPS by BNP Paribas
- Casta Diva Group S.p.A - Confirmed growth, fair valuation, awaiting new catalysts by MidCap Partners
- Repsol - 4Q25 results: Small beat, stronger FCF, distributions in line by JB Capital Markets
- PERNOD RICARD: RDOS. 1S'26 (ANÁLISIS BANCO SABADELL) by Sabadell
- RIO, TECK, FCX, KUMBA/AAL, MT, GLEN, BHP, STEEL EU by BNP Paribas
- AIRBUS: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Q4-25 call feedback by BNP Paribas
- FY 2025 conference call: Attempting to clarify the noise by BNP Paribas
- FY25 results: conf call: reasonable, but… by BNP Paribas
- Non material data changes by BNP Paribas
- 4Q25 in-line; FY26 outlook comes in light by BNP Paribas
- CMD Feedback by BNP Paribas
- FY25 call: Netherlands improving +25pt in Q4 vs. Q3, but Online operating deleverage compounded by IT opex by BNP Paribas
- FY25 conference call: confident tone on regulatory agreement by BNP Paribas
- Q4-25 results: First Take by BNP Paribas
- H2 Results - First Take by BNP Paribas
- FY25 results: good enough by BNP Paribas
- Aegon FY25 results: A messy beat by BNP Paribas
- Momentum Group - Momentum set to pick up in 2026 by Danske Bank Equity Research
- Q4-25 P&L weak, FCF better, leverage still an issue by BNP Paribas
- Q4'25 results: In line; Grid surprises but Connect disappoints by BNP Paribas
- Casta Diva Group S.p.A - Croissance confirmée, valorisation correcte, dans l’attente de nouveaux catalyseurs by MidCap Partners
- H2-25 Results first take by BNP Paribas
- FY25 first take: Q4 EBITDA 4% below driven by weaker non-cash fair value gain & capex guidance trimmed by BNP Paribas
- FY25 results first take - Mixed by BNP Paribas
- FY25 results: broadly in line but softer revenue and guidance, c. -1% downside to FY26e consensus EBITDA by BNP Paribas
- Decree approval opens the process to lower electricity prices by BNP Paribas
- Feedback from company contact by BNP Paribas
- FY25 conf call: Essendi sale still targeting book value, limited colour but positive on Jan-Feb RevPAR, NUG, and ancillary growth by BNP Paribas
- H2 Conference Call - Key Takeaways by BNP Paribas
- Is MistralAI on path to become Europe #1 AI-stack? Implications for OVH by BNP Paribas
- H126 conf. call: signs of early green shoots in the US by BNP Paribas
- Segmental earnings confusion; $700m buyback in-line with consensus by BNP Paribas
- FY25 Off the call: upbeat tone, investing for growth by BNP Paribas
- Dowlais Pencils Sharpened, Patience Still Needed by BNP Paribas
- GP/U falls flat, but top-line growth intact by BNP Paribas
- Cost synergies and SBB to boost adj. EPS growth by BNP Paribas
- Going strong - but for how long? by BNP Paribas
- Organic EBITDA Margin to Expand, But Focus Remains on Growth Investments | Maintain O/P, TP to $275 by BNP Paribas