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- Nicolas David
- Nicolas Thorez
ODDO : Shift to more favourable cycle to ease AI pressure on sector va...
While we do not deny the uncertainties and risks associated with artificial intelligence (pricing pressures, organisational change, etc.), we remain constructive on this issue, given the significant volume opportunities in prospect for the sector with the integration of agentic AI. Moreover, improving growth momentum in 2026 should reduce pressure on sector valuations (discount >30% vs Stoxx 600 vs a premium of 10% four years ago). On this basis, we have upgraded Bechtle (Outperform vs Neutral),...
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AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Nicolas David
- Nicolas Thorez
ODDO : L’entrée dans un cycle plus favorable devrait réduire la pressi...
Sans nier les incertitudes et risques liés à l’IA (pressions tarifaires, changements organisationnels, etc.), nous restons constructifs sur cette thématique tant les opportunités de volumes autour de l’intégration de l’IA agentique sont importantes pour le secteur. D’autant plus que l’amélioration de la dynamique de croissance en 2026 devrait permettre de réduire la pression sur les valorisations du secteur (décote >30% vs Stoxx 600 contre une prime de 10% il y a 4 ans). Dans ce contexte, nous r...
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COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Emmanuel Matot
- Thomas Zlowodzki
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CTAC CTAC N.V.
COK CANCOM SE
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MELE MELEXIS NV
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ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
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AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
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HGEA HGEARS AG
ALVGO VOGO SA
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ATO ATOS SE
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SOI SOITEC SA
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
AALB AALBERTS N.V.
MELE MELEXIS NV
ALSN ALSO HOLDING AG
ECONT ECONOCOM GROUP SE CLASS D
UNI UNICAJA BANCO S.A.
NKT NKT A/S
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
TOM2 TOMTOM NV
NA9 NAGARRO
HGEA HGEARS AG
ALVGO VOGO SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Christophe-Raphaël Ganet
- Martin Marandon-Carlhian
- Stephane Houri
- Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
EQNR EQUINOR ASA
SOP SOPRA STERIA GROUP SA
KPN ROYAL KPN NV
DBK DEUTSCHE BANK AG
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FORTUM FORTUM OYJ
INF INFOTEL SA
SRT3 SARTORIUS AG PREF
ASY ASSYSTEM SA
OMV OMV AG
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
DSV DSV PANALPINA A/S
ATE ALTEN SA
CARL B CARLSBERG A/S CLASS B
CAP CAPGEMINI SE
SPL SANTANDER BANK POLSKA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
DIM SARTORIUS STEDIM BIOTECH SA
ALSN ALSO HOLDING AG
SNP PETROM S.A.
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
NOVO B NOVO NORDISK A/S
ATO ATOS SE
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Jean-François Granjon
- Louis Boujard
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BVI BUREAU VERITAS SA
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4X0 STEYR MOTORS AG
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ITRK INTERTEK GROUP PLC
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SGSN SGS SA
4X0 STEYR MOTORS AG
- Jean-François Granjon
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- CFA
- Jean-François Granjon
- Louis Boujard
- CFA
- Ahmed Ben Salem
- Baptiste Lebacq
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KER KERING SA
ALO ALSTOM SA
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01913 PRADA S.P.A.
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SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
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BRBY BURBERRY GROUP PLC
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MRN MERSEN SA
MTU MANITOU BF SA
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GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
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ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
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- Nicolas Thorez
- Nicolas Thorez
Luxury Meets Logistics: Quadient Launches PREMIER Locker for Upscale M...
Luxury Meets Logistics: Quadient Launches PREMIER Locker for Upscale Multifamily Communities Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, announces its new Parcel Pending by Quadient , the first of its kind package locker designed for upscale multifamily living and package deliveries. The PREMIER Locker’s sleek, modern aesthetic is designed for luxury multifamily communities looking to differentiate themselves with high-end amenities. The PREMIER Locker’s 15.6-inch HD portrait color touchscreen provides a crisp, intuitiv...
Quadient Powers MedExpress Digital Transformation with Automation of P...
Quadient Powers MedExpress Digital Transformation with Automation of Prescription Workflows MedExpress implements Quadient Impress platform to streamline secure medical correspondence and reduce administrative workload Paris Quadient (Euronext Paris: QDT), a global automation platform powering secure and sustainable business connections, today announced that , a leading UK-based online pharmacy, has implemented Quadient Impress, its cloud-based document automation platform, to streamline the creation and delivery of medical correspondence. automates the entire outbound communications pr...
Quadient met l’automatisation au service des communications médicales ...
Quadient met l’automatisation au service des communications médicales sécurisées pour MedExpress au Royaume-Uni MedExpress déploie Quadient Impress pour simplifier les échanges médicaux sécurisés et réduire la charge administrative Paris Quadient (Euronext Paris : QDT), une plateforme mondiale d'automatisation facilitant des interactions professionnelles sécurisées et durables, annonce que , l’une des principales pharmacies en ligne au Royaume-Uni, a déployé Quadient Impress, sa plateforme cloud d’automatisation des documents, afin de simplifier la création et la diffusion des corresponda...
QUADIENT SA : 2026 FINANCIAL CALENDAR
QUADIENT SA : 2026 FINANCIAL CALENDAR Paris, 19 January 2026 Full-year results and Q4 2025 sales: 25 March 2026* Quiet period: from 11 to 25 March 2026 Q1 2026 sales: 21 May 2026* Quiet period: from 7 May to 21 May 2026 Annual General Meeting: 18 June 2026 Half-year results and Q2 2026 sales: 23 September 2026* Quiet period: from 9 to 23 September 2026 Q3 2026 sales: 1 December 2026* Quiet period: from 17 November to 1 December 2026 * Publication after market close About Quadient® Quadient is a global automation platform powering secure and sustainable business connections throu...
QUADIENT SA : CALENDRIER FINANCIER 2026
QUADIENT SA : CALENDRIER FINANCIER 2026 Paris, le 19 janvier 2026 Résultats annuels et chiffre d'affaires T4 2025 : 25 mars 2026* Période d’embargo : du 11 au 25 mars 2026 Chiffre d'affaires T1 2026 : 21 mai 2026* Période d’embargo : du 7 mai au 21 mai 2026 Assemblée Générale : 18 juin 2026 Résultats semestriels et chiffre d'affaires T2 2026 : 23 septembre 2026* Période d’embargo : du 9 au 23 septembre 2026 Chiffre d'affaires T3 2026 : 1er décembre 2026* Période d’embargo : du 17 novembre au 1er décembre 2026 * Publication après la clôture du marché A propos de Quadient®Quadient ...
- Roy Külter
- Steven Boumans
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