Antoine Mariaux

Kepler Cheuvreux Upgrades Accor, Calls the Stock "Attractive"

The analyst moves from hold to buy, maintaining a price target of 52 euros.

March 04, 2026 at 09:47 pm IST

Dassault Aviation Laments SCAF Program Delays… and Points Finger at Airbus

The head of the French group highlights industrial tensions surrounding the future European combat air system, as the program remains deadlocked between its partners.

March 04, 2026 at 08:45 pm IST

Dassault Aviation Laments SCAF Program Delays... and Points the Finger at Airbus

The head of the French group highlights industrial tensions surrounding the future European combat air system, as the program remains deadlocked between its partners.

March 04, 2026 at 08:27 pm IST

Dassault Aviation Laments Delays in the FCAS Program... and Points the Finger at Airbus

The head of the French group highlights industrial tensions surrounding the future European combat air system, as the program remains stalled among its partners.

March 04, 2026 at 08:20 pm IST

Iran conflict: rising oil prices could accelerate airline fleet renewal

In a note published this morning, Jefferies analysts examine the implications of the recent rise in crude oil prices for the airline sector and commercial aerospace.

March 04, 2026 at 07:52 pm IST

Mwb research upgrades its recommendation on Airbus while slightly lowering its target price

The analyst has moved from a "sell" to a "hold" rating on the European aircraft manufacturer, while reducing its price target from 175 to 173 euros.

March 04, 2026 at 06:33 pm IST

Airbus Selected by European Defence Agency to Enhance Capa-X Drone Capabilities

This €1.1 million, 48-month contract aims to develop a hybrid, multi-mission version of the unmanned system.

March 04, 2026 at 04:19 pm IST

European Stock Markets Bow Under Headwinds from the Middle East

The turbulence following the conflict in the Middle East continues to shake the markets. In Europe, the CAC 40 is down 3.46%, ahead of the Dax (-3.64%) but behind the FTSE (-2.86%). This marks the sharpest daily decline for the Paris index since the onset of the trade war launched by Trump in April 2025. In just two sessions, the CAC 40 has given up all gains accumulated since the start of the year and now shows a 0.56% drop from January 1st.

March 04, 2026 at 03:38 pm IST

Dassault Aviation Soars in Paris After Results

The aerospace group has reported improved 2025 annual results, buoyed by Rafale deliveries and strong Falcon momentum, amid an international environment marked by heightened geopolitical tensions and sustained Defense demand. The order book has reached a record high of €46.6 billion, providing strong visibility for the coming years, while management anticipates rising revenue in 2026. Boosted by these better-than-expected announcements, the stock is up more than 4% in Paris.

March 04, 2026 at 03:21 pm IST

European Stock Markets Bow Under Headwinds from the Middle East

The turbulence following the conflict in the Middle East continues to shake the markets. In Europe, the CAC 40 drops by 3.46%, ahead of the Dax (-3.64%) but behind the FTSE (-2.86%). This marks the sharpest daily decline for the Paris index since the onset of the trade war launched by Trump in April 2025. In just two sessions, the CAC 40 has given up all gains accumulated since the start of the year and now shows a 0.56% drop since January 1st.

March 03, 2026 at 10:21 pm IST

Safran Bets on Metavonics, Strengthening Its Position in Critical Avionics

The aerospace group is investing through its venture capital subsidiary in the French start-up during a 7.3 million euro fundraising round, and is forging a partnership with Safran Electronics & Defense.

March 03, 2026 at 08:56 pm IST

Middle East escalation: European defence stocks in the spotlight

The military escalation between Israel and Iran is rekindling tensions in the Middle East and strengthening the upward momentum in Europe's defence sector. For AlphaValue analysts, this new phase of tensions underscores the resilience of the structural growth cycle under way since 2022.

March 03, 2026 at 04:50 pm IST

Solid Results for Thales, Analysts Call Outlook "Cautious"

The defense and aerospace group posted strong 2025 annual results, despite the impact of a one-off surtax in France. The group reported orders of €25.3 billion and sales growth that outpaced guidance (+8.8% organic to €22.1 billion). Profitability improved (adjusted EBIT €2.7 billion, margin 12.4%) and free operating cash flow reached a record high (€2.6 billion, 128% conversion), enabling a reduction in net debt to €1.6 billion and a proposed 5.5% dividend increase to €3.90/share. Nevertheless, the stock dropped over 2% by mid-session, weighed down by outlooks considered cautious.

March 03, 2026 at 04:24 pm IST

Laetitia Villedieu Appointed Chief Human Resources Officer of ADP Group

The airport operator strengthens its leadership team with the arrival of a human resources expert from major international corporations.

March 03, 2026 at 03:17 pm IST

Thales Achieves World First in Post-Quantum Security for 5G Networks

The French leader in defense and digital technologies has reached a strategic milestone by demonstrating that its connectivity solutions can integrate remote post-quantum protection.

March 02, 2026 at 09:20 pm IST

Air France-KLM weakened by the double geopolitical and oil shock

The spread of the conflict in Iran to the broader Middle East is directly affecting airlines, with flight cancellations and traffic disruptions, against a backdrop of heightened geopolitical tensions and a surge in oil prices. The Franco-Dutch group (-8.29%) is currently the second-biggest faller in the SBF 120 index. Its European peers are also under pressure.

March 02, 2026 at 07:17 pm IST

Oil prices surge, markets wobble

Markets are starting the week in deep confusion. London is down 0.8%, behind there is Paris (-1.5%) and then Frankfurt (-1.7%). After weeks of rising tensions, joint US and Israeli strikes on Tehran have triggered a spike in crude prices, with a cascade of mixed knock-on effects across stockmarket sectors.

March 02, 2026 at 07:05 pm IST

Air France-KLM Weakened by the Double Blow of Geopolitical and Oil Shocks

The escalation of the conflict in Iran across the entire Middle East is directly impacting airlines, leading to flight cancellations and traffic disruptions amid heightened geopolitical tensions and soaring oil prices. The Franco-Dutch carrier (-8.29%) is suffering the second-largest drop in the SBF 120 index. Its European peers are also under pressure.

March 02, 2026 at 06:42 pm IST

Airbus Secures Order for 25 A320neo Aircraft from Air Astana

The Kazakh airline group strengthens its fleet with the largest direct order in its history from the European aircraft manufacturer.

March 02, 2026 at 02:22 pm IST

Vinci Restructures Governance and Strengthens Executive Team

The concessions and construction group is updating its organization as of March 1, with three appointments to its Executive Committee.

February 26, 2026 at 10:52 pm IST

EU Court Upholds €183 Million Fine Against Air France

The French airline's appeal in the air freight cartel case has been rejected by the European judiciary, which has upheld the full sanction imposed by the Commission.

February 26, 2026 at 07:18 pm IST