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Carole Braudeau
  • Carole Braudeau

Credit Morning 02/04/2026

Sappi: Very weak Q1 2025/26 and disappointing outlook, but liquidity remains satisfactory|ams OSRAM to sell its non-optical sensors for €570m|Santander announced strong 2025 results and the acquisition of a US bank for USD 12.2 bn.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 04/02/2026

Sappi : T1 2025/26 très faible et perspectives décevantes, mais la liquidité tient|ams OSRAM va céder ses capteurs non optiques à Infineon pour 570 m EUR|Santander a annoncé de solides résultats 2025 et l’acquisition d’une banque US à 12.2 mds USD|

 PRESS RELEASE

SOITEC REPORTS Q3’26 REVENUE

SOITEC REPORTS Q3’26 REVENUE SOITEC REPORTS Q3’26 REVENUEFOCUS ON DISCIPLINED EXECUTION AS MARKET DYNAMICS REMAIN CONTRASTED Q3’26 revenue of €160m is up 18% at constant exchange rates and scope from Q2’26, above guidance, and down 29% year-on-year as reportedMaintaining cautious stance on market environment: strong dynamic in Artificial Intelligence offset by Automotive weakness and ongoing RF-SOI customer inventory correctionSoitec continues its actions to improve operational execution and cash generation, while maintaining selective investment in diversification for future profitable g...

 PRESS RELEASE

SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26

SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26 SOITEC PUBLIE SON CHIFFRE D’AFFAIRES T3’26FOCALISATION SUR LA DISCIPLINE D’EXÉCUTIONDANS UN ENVIRONNEMENT DE MARCHÉ TOUJOURS CONTRASTÉ Chiffre d’affaires de 160 M€ au T3'26, en hausse de 18 % à périmètre et taux de change constants par rapport au T2’26, au-dessus des objectifs, et en baisse de 29 % sur un an en données publiéesMaintien d’une approche prudente sur l’environnement de marché : la forte dynamique de l’Intelligence Artificielle est compensée par la faiblesse de l’Automobile et la poursuite de l’ajustement des stocks clients en RF-SOISo...

 PRESS RELEASE

INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES F...

INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL Bernin, on February 2, 2026   INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement dateTotal number of shares forming the share capitalTotal number of voting rights01/31/202635,...

 PRESS RELEASE

INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS CO...

INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL Fait à Bernin, le 2 février 2026 INFORMATION RELATIVE AU NOMBRE TOTAL DE DROITS DE VOTE ET D’ACTIONS COMPOSANT LE CAPITAL SOCIAL (Article L. 233-8 II du Code du commerce et article 223-16 du Règlement Général de l’Autorité des Marchés Financiers) Dénomination sociale et adresse de la société : SOITEC  Parc Technologique des Fontaines - Chemin des Franques   38190 Bernin Date d’arrêté des informationsNombre d’actions composant le capital socialNombre total de droits de vote31/01/202635 772 015(1...

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

Daily Views on Tech Headlines | SNDK, NVDA

While TSMC has exited the GaN space both VIS and GF have licensed TSMC's 650 and 80V technology. We tend to see GF as more likely to realize greater benefits if GaN demand indeed grows at an accelerated pace, given GF's pre-existing efforts in the space, which TSMC's IP only builds upon. We'd also

Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
VRDN DOORDASH
PLTK VIRIDIAN THERAPEUTICS INC
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
EWTX TYRA BIOSCIENCES INC
SLDB EDGEWISE THERAPEUTICS INC
APGE SOLID BIOSCIENCES INC
DNTH APOGEE THERAPEUTICS INC
CGON DIANTHUS THERAPEUTICS INC
ORKA CG ONCOLOGY INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
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