Tops :
Casino +17.33 %: the food distributor seems almost from business. Its quarterly publication goes beyond expectations at all levels, carried by Monoprix. The fundamentals go back in the right direction.
ArgenX +15.91 %: Belgian biotech almost doubles its turnover and makes its net profit jump from 29 to 245 million euros compared to last year. It plans to advance five molecules in phase 3 by 2030.
Carvana +10.74 %: the used car retailer continues his return to grace and reaches a historic record. Society exceeds already ambitious expectations. Its potential growth levers continue to fuel valuation.
Roblox +5.23 %: The platform exceeds for the first time the 100 million daily active users. The challenge is now to seduce an older audience, more inclined to spend. The time spent and spending by user are increasing sharply.
BBVA +10.17 %: The Spanish bank plans to increase its profits and returns to shareholders over the period 2025-2028.
Danone +8.57 %: high demand in China for infant milk and medical nutrition products allowed the group to exceed expectations in the second quarter.
Rolls-Royce +8.98 %: the British aeronautical engineering group Rolls-Royce noted its procurement forecasts on Thursday for the whole year. The extension of the duration of use of its engines has enabled an improvement in profitability.
Société Générale +6.01 %: the rebound in the retail bank enabled Société Générale to raise its forecasts for 2025.
Meta +5.24 %: Despite an increase in investment spending in 2025, Meta exceeded Wall Street expectations and raised its objectives. IA integration should boost advertising revenue.
Microsoft +2.02 %: The Redmond giant appeals to the market by publishing the annual Azure revenues for the first time: $ 75 billion, up 39 % compared to T2 2024. Growth is carried by IA solutions, partnerships with OPENAI, XAI, META and Mistral and the enrichment of COPILOT. The action has briefly crossed the $ 4,000 billion in capitalization.
Flops :
Align -33.59 %: The leader of Invisalign dental ligners has given up its annual growth forecast (3.5-5.5 %). It will therefore be a fifth exercise without progression. The demand is falling, patients repel elective treatments in a complicated economic context. Align is preparing a restructuring with positions of posts, increase in automation and more regionalized production to reduce its costs and limit the impact of customs barriers.
Novo Nordisk -31.7 %: the Danish laboratory collapsed after a new lowering of its annual forecasts, the second in a few months. The duopoly with Eli Lilly turns thanks to the American with his Zepbound and Mounjaro, more effective than Wegovy and Ozempic treatments. The market also fears the end of semaglutide patents from 2026, the boom in counterfeits and a possible political hardening in the United States. Only light: the group obtained the authorization of the FDA for the Alhemo which aims to prevent or reduce the frequency of hemorrhagic episodes.
Teleperformance -23.93 %: The manager of call centers is severely punished after growth at half mast, a net result down 14 % and ambient pessimism around the benefits of its investments in artificial intelligence.
UPS -18.4 %: The group specializing in delivery presented quarterly figures slightly lower than expectations and still refuses to give annual forecasts. Trade tensions with China, the end of exemptions from rights to small packages and the drop in Amazon volumes (-34.8 % in May-June) put heavy pressure. Only the international segment resists. To fight, UPS accelerates its restructuring (site closings, massive storage of posts) in a very uncertain macroeconomic climate.
Adidas -15.93 %: despite a solid first half and confirmed annual objectives, management has remained cautious in the coming months. The equipment supplier anticipates a second more delicate semester, taken in vice between the expected outbreak of American customs duties on its Vietnamese and Indonesian productions (the two main producing countries) and an unfavorable currency impact of around € 300 million.
Ferrari -13.97 %: The Italian brand won heavily after its half -yearly figures. The turnover has missed the consensus of only 1 % but the order book remains full for two years. No raising of annual objectives but Ferrari cultivates its usual prudence and has levers (accelerated deliveries of limited series, controlled price increases) to control its growth. The brand is indeed evolving in a market insensitive to the economic situation and prepares the launching of new models next year.
Amazon -7.21 %: Unlike its Microsoft and Alphabet competitors, Cloud growth has disappointed expectations in the last quarter. The title was punished.