Why is it rising? Why is it decreasing? Some explanations on the unusual variations which affect shares during the day’s session on European markets. Only when they are reliable and documented: we avoid telling nonsense as much as possible. Variations are taken at the time of writing the article.
Rising
In which Biosciences (+23%): The biopharmaceutical company has entered into an exclusive distribution agreement with Medtronic for its MagnetOs bone graft products in the United States. The agreement, which transforms an initial trial arrangement into a five-year strategic alliance, provides Kuros with new opportunities in the U.S. spine market.
Elmos Semiconductor (+6%): The semiconductor company’s stock continues to recover after announcing an expanded collaboration with Samsung Foundry. Elmos was supported by positive comments from analysts, including Hauck Aufhäuser Investment Banking and Warburg Research, who named the company among their favorites for the year 2025.
Mercialys (+5%): The shopping center management company is supported by Jefferies which is for purchase. The broker sets its price target at 13 euros and underlines the resilience of Mercialys’ economic model and the signs of stabilization in the market values of the sites.
Next PLC (+4%): The British clothing and home goods retailer raised its profit estimates after better-than-expected Christmas sales, notably thanks to strong growth in online sales abroad. Next now expects pre-tax profit of £1.01 billion for the year, up 10% on the previous year.
Logitech International (+3%): The Swiss gaming division collaborated with Nvidia and Inworld AI to launch an AI streaming assistant for its Streamlabs platform. The AI Assistant aims to simplify and improve streamers’ experience on Streamlabs, and will officially launch at the Consumer Electronics Show 2025.
Declining
Sodexo (-8%): The collective catering specialist reported lower than expected growth in turnover for the first quarter, at 4.6% compared to 5.3% expected. Despite this, Sodexo confirmed its annual objectives, targeting organic revenue growth between 5.5% and 6.5%, as well as an improvement in operating margin between 30 and 40 basis points.
Alstom (-4%): The railway equipment manufacturer is downgraded by Goldman Sachs, which becomes a seller, expressing concerns regarding a possible moderation in order intake, particularly in Europe. The bank considers the consensus expectations to be too optimistic in terms of margin and cash generation.
Novo Nordisk (-2.3%): The Danish is once again moving against the tide of the markets. The company is penalized by downward revisions of Jefferies and Berenberg. The first estimates that sales of Cagrisema, whose effectiveness results caused the price to drop by more than 20% a few weeks ago, should be less strong than expected. For his part, Berenberg mentions the absence of a clear catalyst to the extent that the patent for semaglutide expires in 2031-2032 and that the results of the orforglipron pill from competitor Eli Lilly should weigh on the Dane’s title.
Belgium
