Back to the main directory
SurveyAnalysisAndResults / Equity
- Hensoldt AG : Sensors temper the optimism in Optronics – TP raised to € 98 but Neutral rating reiterated by Oddo BHF
- Daimler Truck : Still low visibility, but valuation already prices in caution by Oddo BHF
- Amadeus IT Group : A robust quarter, especially in terms of margins. Q4 set to follow suit by Oddo BHF
- CCC : Guidance lowered following soft Q3 preliminary print by Oddo BHF
- Pirelli : Un 3ème trimestre à nouveau solide et rassurant by Oddo BHF
- Infineon Technologies AG : Infineon to take a deliberately cautious stance on 2026, which is the right approach by Oddo BHF
- Generali : Operating result set to continue rising in Q3 by Oddo BHF
- Hannover Re : Strong Q3 2025 earnings and robust outlook by Oddo BHF
- Heidelberg Materials : Awaiting for a better entry point by Oddo BHF
- Almirall SA : Q3 earnings above expectations. FY 2025 guidance confirmed by Oddo BHF
- Siemens Healthineers : Visibility to come on overhang and CMD to show next strategic phase by Oddo BHF
- Sunrise : Q3 2025 earnings in line but disappointing revenue trends by Oddo BHF
- Sunrise : Q3 2025 earnings in line but disappointing revenue trends by Oddo BHF
- ODDO : A slower quarter due to IONOS’ volatile AdTech division by Oddo BHF
- K+S AG : Q3 2025 EBITDA slightly better, decent FCF despite missing NWC tailwind, unchanged EBITDA outlook mid-point € 600m, € 610m consensus in reach by Oddo BHF
- Adyen NV : CMD target, less revenue growth but higher profit margin, net 2-3% less by Oddo BHF
- Vodafone : Looking to upper-range of guidance after good H1 2026 earnings by Oddo BHF
- Palfinger : More caution on short-term dynamics – TP reduced to € 38.5 from € 43 by Oddo BHF
- Canal+ : Appel d’offres de la Ligue des champions : risque ou opportunité ? by Oddo BHF
- TKH GROUP NV : Post view: Q3 to have been the trough, speed in divestments key by Oddo BHF
- Hensoldt AG : Growth still strong but... slower and more costly - TP lowered to € 91 by Oddo BHF
- K+S AG : After the summer break, decent start to the next season by Oddo BHF
- LISI : « Blue Sky » – Midcap Selection. New TP of € 62 (vs € 57) by Oddo BHF
- Jungheinrich AG : Orders and sales 4-5% better - profits hard to compare - better FCF by Oddo BHF
- Ströer SE & Co. KGaA : T3 2025 légèrement inférieur aux attentes mais le T4 s’annonce meilleur avec toutefois une croissance toujours faible des diversifications by Oddo BHF