The investor’s weekly point: companies under the spotlight

Tops :

Barry Callebaut +20.31 %: cocoa prices fell to an eight month lower. However, The request is falling. Consequently, Paradoxically. In addition, this lightens the pressure on the margins of the Belgian-Suisse chocolate maker which provides manufacturers such as Nestlé and Unilever. Therefore, If the situation continues. For example, this could be an opportunity to stabilize its volumes after several warnings and regain competitiveness on a market that has remained under tension.

Accelleron Industries +22.06 %: After an excellent publication, the Swiss specialist in turbochargers meets his goals up. Furthermore, The group cites a favorable dynamic in the maritime. Nevertheless, energy sectors as the main growth engines for the second half.

Circle +19.46 %: The title of the USDT transmitter has jumped this week again. Moreover, The Genius Act adopted by Congress this week should promote investor’s weekly point: companies under the development of stablecoins. Therefore,

SAAB +14.31 %: the Swedish defense company exceeded the second quarter expectations and raised its forecasts for the whole year. Meanwhile, SAAB continues to benefit from the increase in military budgets in Europe.

Legrand / ABB +9.77 %: The two giants of electrical infrastructure continue their dynamics, carried by the wave of artificial intelligence. Their quarterly publications reveal solid growth. testifying to a demand that is always strong in the data centers and advanced electrification.

Shopify +13.34 %: according to an article in Financial Timesthe American online trade specialist could become a strategic partner for Openai. The startup would plan to integrate a payment solution into its intelligent agent. a project where Shopify would play a central role.

Evolution +9.29 %: Despite persistent pressure on its margins. the Swedish leader in online casinos investor’s weekly point: companies under publishes results in accordance with expectations, with an EBITDA superior to consensus. A reassuring signal for the market.

Flops :

Renault -18.4 %: only automaker to maintain its forecasts last year, Renault finally revised its ambitions downwards. Faced with the weakness of the European market, the operating margin objective has been revised downwards.

Elevance Health -18.66 %: The health insurance group has revised its expectations for the year. Formerly defensive. the sector as a whole faces the explosion of costs, federal budget cuts, scandals and a loss of historical visibility. The situation is delicate.

LIFCO -10.08 %: the Swedish industrial conglomerate lacked publications, especially due to profitability at half mast and very slight increase.

Publicis -5.57 %: the French marketing giant published very good results for the second quarter. The new contracts have enabled the group to raise its forecast for organic growth. But investor’s weekly point: companies under the market was waiting for better.

Ericsson -6.05 %: although its EBITDA exceeds forecasts (7.4 billion crowns), the Swedish group is penalized by a turnover of 6 % in expectations. A poorly welcomed underperformance by investors.

Abbott Laboratories -6.32 %: The pharmaceutical group will suffer this year from the decline of COVID tests. customs prices and the end of American foreign aid which contributes to the financing of certain international health programs. Forecasts for the third quarter are lower than expectations despite sales of always dynamic medical devices.

Netflix -2.88 %: Streaming giant has published results above expectations, mainly thanks to positive exchange effects. A publication, however, sanctioned by the market. After a sharp increase in the title in 2025, investors were better waiting.