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EarningsReview / Equity
- Q4 25 first take: Solid Q4 execution; ‘26 guidance below exp. on profitability by BNP Paribas
- FY25: headlines in-line, reassuring 2026 guidance by BNP Paribas
- Q4'25 results: mixed bag, ’26 guide in line with cons., except for NRIs by BNP Paribas
- FY 2025 results first-take: H2 2025 FCF a relief; FY 26 guidance reassuring; implied 2026 FCF miss more than offset by the H2 25 beat by BNP Paribas
- P&L slightly below, very strong cashflow, guidance in the right place. by BNP Paribas
- Q4 25 sales and FY 25 EBIT slightly shy, 2026 guidance falling short by BNP Paribas
- FY25 results first take - In line, all eyes on CMD by BNP Paribas
- FY25 results first take by BNP Paribas
- In line Q4; solid FY26 guidance by BNP Paribas
- 4Q25 Results: German trends improving, but lowering mid term guidance in line with cons expectations by BNP Paribas
- FY results first take: transition year ahead by BNP Paribas
- Strong TPS order intake, >€12bn order intake in 2026 exc. Rovuma by BNP Paribas
- Novonesis - Still difficult to find triggers and a lot of investments by Danske Bank Equity Research
- FY25 beat and strong guide… but galvo timelines pushed out by BNP Paribas
- Redeia - 4Q25 Results: Uneventful; Focus on 2026-29 Outlook by JB Capital Markets
- 4Q25 first-take: Strong FY25 results; FY26 guide on group COPA and Telecoms EBITDAaL light vs. consensus by BNP Paribas
- Q4 2025 results: Heavily managed numbers, but can they manage the 2026 insurance revenue target by BNP Paribas
- A pinch below, Guidance in line (constant FX) by BNP Paribas
- Groupe SEB - Groupe SEB au rendez-vous de nos attentes by MidCap Partners
- U10 - Focus rentabilité ! by MidCap Partners
- EBRO FOODS: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- INVEST SECURITIES - ALTEN : Rachat d'actions pour mettre fin au derating ? - ACHAT, OC 132€ by Invest Securities
- Q4 25 NAV broadly unchanged, good delivery on asset disposal and cash return by BNP Paribas
- Q4' 25 Results - First take by BNP Paribas
- FY 26 guidance likely to disappoint, progressive recovery under new mid-term strategy by BNP Paribas
- Q4-25 first take: solid print by BNP Paribas
- First Response: EBITDA outlook in-line, step-change in dividend by BNP Paribas
- Inventory purchase commitments up 2x q/q by BNP Paribas
- Q4-25/FY25 results: First Take by BNP Paribas
- Good print, but can the IP update surprise positively? by BNP Paribas
- CMD 2026 feedback: focus on converting the US opportunity by BNP Paribas
- FY25 results - win in oMG to further solidify Vyvgart’s leadership in MG by BNP Paribas
- Indra - Raising TP by 14% on stronger outlook; Upgrading to Buy by JB Capital Markets
- Q4 strong topline & intake, divisional margins miss - guide in line by BNP Paribas
- Material miss & guide lower. Clearing the deck of the new CEO? by BNP Paribas
- H2 Results - In line with pre release by BNP Paribas
- Q4'25 results: Not good enough by BNP Paribas
- Audax Renovables - 4Q25 results: in-line EBITDA on adjusted basis; Buy by JB Capital Markets
- Poste Italiane 4Q25 First Take: Solid by BNP Paribas
- 4Q results first read by BNP Paribas
- Q4-25 Results first take by BNP Paribas
- Q326 trading: Reassuring by BNP Paribas
- Fnac Darty - Des résultats annuels sans intérêt ? by MidCap Partners
- Interparfums - Transition en 2026, désirable en 2027-2028 by MidCap Partners
- Bilendi - Loin d’être une menace, l’IA est une opportunité by MidCap Partners
- MELIÁ HOTELS: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Fluidra - Weaker 4Q25 volumes and FY26 guidance by JB Capital Markets
- STLD, ACX, LITHIUM by BNP Paribas
- INVEST SECURITIES - WORLDLINE : Momentum CT toujours très compliqué - VENTE, OC 0,9€ vs 1,0€ by Invest Securities
- H2-25 Results first take by BNP Paribas