Schneider Electric Announces New Reference Designs, Featuring Integrated Power Management and Liquid Cooling Controls, Supporting NVIDIA Mission Control and NVIDIA GB300 NVL72 •Industry-first AI infrastructure reference design with controls provides a seamless OT/IT interoperability with NVIDIA Mission Control and enterprise applications•New NVIDIA GB300 NVL72 power and cooling reference design, co-engineered with NVIDIA supports deployment of next-generation Blackwell GPUs•Both new reference designs enable data center operators to accelerate the deployment of AI infrastructure for AI fact...
With an average organic revenue growth of >7.5% a year and a 190bp improvement in the adjusted EBITA margin by 2028, the group has a best-in-class growth profile. We do not believe that demand for data centers will decline between now and 2030, although it should normalise. We estimate that data centers will contribute just 35% of this growth in revenue, and that other segments are attractive (software, services, infrastructure). Outperform rating confirmed, target price lifted to € 274 (from € ...
Avec une croissance organique du CA > 7.5% par an en moyenne et 190 pb d’amélioration de marge d’EBITA ajusté d’ici 2028e, le groupe présente un profil de croissance de best-in class. Nous ne croyons pas à un retournement de la demande des datacenters d’ici 2030, cette dernière devant cependant se normaliser. Nous estimons que les datacenters ne contribueront qu’à hauteur de 35% à cette croissance de CA et que d’autres segments sont attractifs (software, services, infrastructures). Surperformanc...
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...
New Bluebeam Survey Uncovers Major Gaps in Prostate Cancer Screening Among Construction Workers Bluebeam partners with ZERO Prostate Cancer to launch the Check Yourself campaign to break stigma and boost life-saving screenings PASADENA, Calif., Sept. 09, 2025 (GLOBE NEWSWIRE) -- Bluebeam, the leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide, today announced results from their 2025 State of Men's Health in Construction survey, revealing a critical health gap on job sites across the U.S. The findings show that more t...
A director at Schneider Electric SE bought 500 shares at 215.950EUR and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
Bluebeam Acquires Firmus AI to Accelerate Intelligence for Drawing Reviews and Financial Risk Mitigation New technology brings AI‑powered risk detection and cross‑discipline drawing comparison into Bluebeam’s trusted PDF workflows; first preview at Bluebeam Unbound. PASADENA, Calif., Sept. 04, 2025 (GLOBE NEWSWIRE) -- , a leading developer of solutions and services for architecture, engineering and construction (AEC) professionals worldwide and a part of the , today announced it has acquired (Firmus), a pioneer in preconstruction AI design review and risk analysis. The acquisition will...
Medidata Secures a Leader Position in Everest Group’s PEAK Matrix® Assessment for eCOA, Driving the New Patient Experience Forward Medidata eCOA was the highest Leader recognized in the evaluation, supporting over 1M+ patients and reducing study build timeline by up to 50% compared to the industry standard NEW YORK, Sept. 02, 2025 (GLOBE NEWSWIRE) -- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, has been recognized as a Leader in Everest Group‘s Life Sciences Electronic Clinical Outcome Assessment (eCOA) Products PEAK Matrix®...
Two Directors at Nemetschek Ag bought 1,549 shares at between 122.700EUR and 124.130EUR. The significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the...
Medidata Accelerates Business Transformation with Lisa Moneymaker as Chief Strategy Officer Lisa Moneymaker will lead the Strategy organization, reinforcing Medidata's commitment to long-term growth in a rapidly evolving market NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- , a Dassault Systèmes brand and leading provider of clinical trial solutions to the life sciences industry, today announced a significant investment in its business transformation, positioning as the organization's new chief strategy officer. Lisa will now lead the company's Strategy team to advance product innovation,...
Vantiva - Communiqué de mise à disposition du rapport financier semestriel au 30 juin 2025 Communiqué de Presse Communiqué de mise à disposition du rapport financier semestriel au 30 juin 2025 Paris – Le 5 août 2025 – Vantiva (Euronext Paris : VANTI), leader mondial des technologies de connectivité, Conformément aux dispositions de l’article 221-4-V du Règlement général de l’Autorité des Marchés Financiers (AMF), Vantiva annonce avoir, en date du 4 août 2025, mis à disposition du public et déposé auprès de l’AMF son rapport financier semestriel au 30 juin 2025. Il peut être consulté s...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.