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 PRESS RELEASE

FERRARI TO ANNOUNCE THIRD QUARTER 2025 FINANCIAL RESULTS ON NOVEMBER 4

FERRARI TO ANNOUNCE THIRD QUARTER 2025 FINANCIAL RESULTS ON NOVEMBER 4 Maranello (Italy), October 21, 2025 - Ferrari N.V. (“Ferrari”) (NYSE/EXM: RACE) announced today that its financial results for the third quarter of 2025 will be released on Tuesday, November 4, 2025. A live audio webcast and conference call of the 2025 Q3 results will begin at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on Tuesday, November 4. Details for accessing this presentation will be available in the Investors section of Ferrari’s corporate website at prior to the event. Please note that registering in advanc...

 PRESS RELEASE

FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM

FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM Maranello, (Italy), October 20, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form, on a daily basis - on the Euronext Milan (EXM) and ...

 PRESS RELEASE

FERRARI RENEWS ITS COLLABORATION WITH BITDEFENDER

FERRARI RENEWS ITS COLLABORATION WITH BITDEFENDER Maranello (Italy), October 20, 2025 – Ferrari N.V. (NYSE/MTA: RACE) (“Ferrari” or “the Company”) announced today that its wholly-owned Italian subsidiary, Ferrari S.p.A., has renewed its multi-year partnership with Bitdefender, a global leader in cybersecurity. For further information:Media Relationstel.: Email: Attachment

 PRESS RELEASE

argenx to Highlight Key Data and Breadth of Immunology Innovation at 2...

argenx to Highlight Key Data and Breadth of Immunology Innovation at 2025 AANEM Annual Meeting and MGFA Scientific Session Pivotal ADAPT SERON results and interim ADAPT Jr data showcase VYVGART’s potential to treat broad set of myasthenia gravis patientsReal-world evidence and long-term data reinforce VYVGART’s sustained impact on patient outcomesMore than 40 abstracts across MG, CIDP, MMN, and IIM highlight depth of clinical evidence and ongoing commitment to rare neuromuscular disease communities October 15, 2025, 7:00 AM CEST Amsterdam, the Netherlands – argenx SE (Euronext & Nasda...

Pierre FerraguÊ
  • Pierre FerraguÊ

Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...

Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/14/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale successfully placed a new Tier 2 2035 bond at MS+180 bp yesterday.|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 14/10/2025

Thyssenkrupp: announcement of the planned date for listing of TKMS|La Mondiale a placé hier avec succès un nouveau Tier 2 2035 à MS+180 bp|

 PRESS RELEASE

Publicis Groupe : Third Quarter 2025 Revenue

Publicis Groupe : Third Quarter 2025 Revenue N Very strong Q3 at +5.7% organic growth Further guidance upgrade on strength of client demand for AI products and services October 14, 2025 +5.7% organic growth in Q3, exceeding expectations Ahead of +5.2% 5-year Q3 CAGR All key regions performed well, with U.S. accelerating to +7.1%Upgrading FY’25 organic growth guidance to +5.0% to +5.5%, thanks to sustained demand for AI capabilitiesConfirming industry-leading financial KPIs for FY’25: Operating margin slightly above 18.0%, including investments in M&A and talentF...

 PRESS RELEASE

Publicis Groupe : Revenu du troisième trimestre 2025

Publicis Groupe : Revenu du troisième trimestre 2025 . Croissance organique très solidede +5,7 % au 3ème trimestre Relèvement des prévisionsgrâce à la demande soutenue en IA 14 octobre 2025 +5,7 % de croissance organique au T3, au-delà des attentes Supérieur à la croissance annuelle moyenne sur 5 ans de +5,2 % du T3 Bonnes performances dans les régions clés, avec une accélération aux États-Unis à +7,1 %Relèvement de l’objectif de croissance organique pour l’année 2025 à +5,0 % à +5,5 %, grâce à la demande soutenue pour nos produits et services IAMaintien des ratios financier...

 PRESS RELEASE

Ferrari N.v.: Periodic Report on the Buyback Program

Ferrari N.v.: Periodic Report on the Buyback Program FERRARI N.V.: PERIODIC REPORT ON THE BUYBACK PROGRAM Maranello (Italy), October 13, 2025 – Ferrari N.V. (NYSE/EXM: RACE) (“Ferrari” or the “Company”) informs that the Company has purchased, under the Euro 360 million share buyback program announced on July 31, 2025, as the eighth tranche of the multi-year share buyback program of approximately Euro 2 billion expected to be executed by 2026 in line with the disclosure made during the 2022 Capital Markets Day (the “Eighth Tranche”), the additional common shares - reported in aggregate form...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

ODDO : Mémoire : Et si nous étions à l’aube d’un ‘supercycle’ ?

Les prix de la mémoire ont progressé de 15% sur un mois et de ~30% YTD. Cela reflète une forte tension sur l’offre alors que la demande IA est plus élevée qu’attendu. Les stocks de mémoires sont, par ailleurs, au plus bas, ouvrant la voie en 2026 à un supercycle, tiré par l’IA mais aussi par l’intégration de l’Edge AI dans les smartphones/PC. Un marché des semis à ~+15/20% en 2026 est crédible dans ce contexte. Dans notre couverture, cela devrait d’abord bénéficier à ASML, VAT, Siltronic, ASMi e...

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