EUROPE RESEARCH ROUNDUP-Jet2, Natwest Group, Unilever July 29 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Jet2, Natwest Group and Unilever, on Monday. HIGHLIGHTS * BAE Systems BAES.L : Citigroup raises to buy from neutral * Drax Group Plc DRX.L : Morgan Stanley raises target price to 670p from 650p * Jet2 Plc JET2.L : HSBC raises target price to 2020p from 1980p * Natwest Group Plc NWG.L : Berenberg raises target price to 415p

The lower the AI exposure, the bigger the problem for Europe's chip firms By Olivier Sorgho and Nathan Vifflin July 25 (Reuters) - Shares in European semiconductor firms less exposed to AI chips slumped on Thursday as falling demand from their key automotive and industrial clients hit business prospects, on top of a wider sector correction. Chip component suppliers like ASML ASML.AS and ASM International ASMI.AS are more exposed to the booming AI chip market and demand from high-end tech clients

BUZZ-Soitec rises, analysts see Q1 in-line results as low point ** Shares in Soitec SOIT.PA rise around 3% after the semiconductor materials supplier reported in-line Q1 results, with analysts expecting this to be a low point of the year ** J.P.Morgan says the indication is that Q1 2025 was the bottom and that revenue will improve sequentially from these levels ** The broker flags Soitec is saying that it sees signs of recovery in the smartphone market ** "The market may give the co.

Semiconductor materials supplier Soitec reports Q1 sales slump July 23 (Reuters) - French semiconductor materials supplier Soitec SOIT.PA on Tuesday reported a 24% drop in its comparable first quarter revenue, slightly ahead of analyst expectations, as inventory correction in the smartphones market and a slower automotive market continued to weigh.

BRIEF-Soitec Q1 Revenue At EUR 121 Mln Beats Consensus July 23 (Reuters) - Soitec SA SOIT.PA : FY’25 OUTLOOK CONFIRMED Q1 REVENUE EUR 121 MILLION VERSUS EUR 118 MILLION IN VARA RESEARCH CONSENSUS RF-SOI INVENTORY ABSORPTION CONTINUED TO WEIGH ON MOBILE COMMUNICATIONS GRADUAL RECOVERY IN RF-SOI DELIVERIES, CONTINUED GROWTH OF PRODUCT PORTFOLIO WIL

EUROPE RESEARCH ROUNDUP-Genus, Nexans, Scor July 18 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Genus, Nexans and Scor, on Thursday. HIGHLIGHTS * Genus GNS.L : HSBC raises target price to 2600p from 2500p * Munters Group AB MTRS.ST : Jefferies raises target price to SEK 260 from SEK 255 * Nexans NEXS.PA : Berenberg raises target price to EUR 124 from EUR 112 * Scor SCOR.PA : Berenberg cuts to hold from buy; cuts target price to

EUROPE RESEARCH ROUNDUP-Alfa Laval, Ferrari NV, Swedbank July 9 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Alfa Laval, Ferrari NV and Swedbank, on Tuesday. HIGHLIGHTS * Alfa Laval ALFA.ST : JP Morgan raises target price to SEK 390 from SEK 385 * Ferrari NV RACE.MI : HSBC raises target price to EUR 385 from EUR 368 * Harworth Group Plc HWG.L : Peel Hunt raises target price to 195p from 165p * Moonpig Group MOONM.L : HSBC raises

BUZZ-European tech and semiconductor stocks up on Samsung, Aixtron Q2 results ** Shares of European tech and semiconductor companies rise after Samsung, world's largest memory chip, smartphone and TV maker, estimated a more than 15-fold rise in its Q2 operating profit, while Aixtron reported strong order intake despite guidance cut ** The pan-Europ

EUROPE RESEARCH ROUNDUP-Hochtief, Telenor, Zalando SE June 24 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Hochtief AG, Telenor and Zalando SE, on Monday. HIGHLIGHTS * Associated British Foods ABF.L : HSBC raises target price to 3,075p from 3,010p * Berkeley Group Holdings Plc BKGH.L : Morgan Stanley cuts PT to 4,369p from 4,516p * Hochtief AG HOTG.DE : Jefferies raises target price to EUR 124 from EUR 109 * Telenor TEL.OL : HSB

EUROPE RESEARCH ROUNDUP-Abrdn Plc, Crest Nicholson Holdings, Paragon Banking June 13 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Abrdn Plc, Crest Nicholson Holdings and Paragon Banking, on Thursday. HIGHLIGHTS * Abrdn Plc ABDN.L : Jefferies assumes coverage with hold rating; price target 155p vs 180p * Crest Nicholson Holdings Plc CRST.L : Jefferies raises target price to 265p from 237p * Frontier Developments Plc FDEV.L : Deut

BRIEF-Soitec Extends Partnership With UMC June 13 (Reuters) - Soitec SA SOIT.PA : SOITEC EXTENDS PARTNERSHIP WITH UMC TO PROVIDE LEADING ENGINEERED SUBSTRATES FOR INDUSTRY’S FIRST 3D IC SOLUTION FOR RF-SOI Source text for Eikon: ID:nGNE442Sz0 Further company coverage: SOIT.PA (Gdansk Newsroom)

CORRECTED-EUROPE RESEARCH ROUNDUP-Asmi, Beiersdorf, SSE Corrects Greenyard NV entry to say KBC Securities raises target price to EUR 9.5 from EUR 8.5 (not 6.30) and Arcadis NV entry to say KBC Securities cuts (not raises) to 'accumulate' from 'buy'; raises target price to EUR 66 from EUR 61 (not 61.7 June 7 (Reuters) - Securities analysts revised their ratings and price targets on several European companies including Asmi, Beiersdorf and SSE, on Friday.

EUROPE RESEARCH ROUNDUP-BNP Paribas, Renault, Soitec May 29 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including BNP Paribas, Renault and Soitec, on Wednesday. HIGHLIGHTS * BNP Paribas BNPP.PA : HSBC raises target price to EUR 90 from EUR 73 * Darktrace Plc DARK.L : Northland Capital cuts to market perform * Mitchells & Butlers MAB.L : HSBC raises target price to 345p from 320p * Renault RENA.PA : Goldman Sachs raises to buy from neutra

EUROPE RESEARCH ROUNDUP- Argenx, Hermes, National Grid May 28 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Argenx, Hermes and National Grid, on Tuesday. HIGHLIGHTS * Argenx ARGX.BR : Barclays raises target price to EUR 375 from EUR 360 * Endomines Finland Oyj PAMPALO.HE : Evli Research raises to hold from sell * Hermes HRMS.PA : Bernstein raises to outperform from market perform * National Grid Plc NG.L : RBC cuts target price t

French and Benelux stocks-Factors to watch May 23 (Reuters) - Below are company-related news and stories from France and Benelux which could have an impact on the region's markets or individual stocks. LAGARDERE LAGA.PA /LVMH LVMH.PA : French media and business conglomerate Lagardere said on Wednesday it is moving closer to a sale of its Paris Match magazine to luxury goods giant LVMH, on an enterprise value price tag of 120 million euros.

BRIEF-X-Fab, Soitec Partner To Offer Smartsic At Lubbock Plant, USA May 22 (Reuters) - Soitec SA SOIT.PA : X-FAB AND SOITEC TEAM UP TO OFFER SMARTSIC™ AT LUBBOCK PLANT, USA Source text for Eikon: ID:nGNE66QZr3 Further company coverage: SOIT.PA (Gdansk Newsroom)

BRIEF-Soitec, Tokai Carbon Partner On Silicon Carbide Substrates May 22 (Reuters) - Soitec SA SOIT.PA : SOITEC AND TOKAI CARBON ENTER INTO A STRATEGIC PARTNERSHIP TO DEVELOP POLYCRYSTALLINE SILICON CARBIDE SUBSTRATES FOR SOITEC SMARTSICTM WAFERS Source text for Eikon: ID:nGNEbw3Twl Further company coverage: SOIT.PA (Gdansk Newsroom)

BRIEF-Soitec FY EBITDA Down At EUR 332 Mln May 22 (Reuters) - Soitec SA SOIT.PA : Q4 REVENUE REACHED EUR 337 MILLION, DOWN 2% AT CONSTANT EXCHANGE RATES AND PERIMETER FY EBITDA EUR 332 MILLION VERSUS EUR 391 MILLION YEAR AGO FY NET PROFIT GROUP SHARE EUR 178 MILLION VERSUS EUR 233 MILLION YEAR AGO FINANCIAL DEBT STOOD AT 747 MILLION EUROS ON MARCH

BUZZ-"Worst is over": JPM upgrades Soitec to 'neutral' ** J.P. Morgan upgrades semiconductor materials supplier Soitec SOIT.PA to "neutral" from "underweight", citing recovering smartphone market and normalizing inventory ** Shares in Soitec rise around 1% to 111.8 euros at 1000 GMT, paring gains after rising as much as 4.6% ** "The worst is likely

EUROPE RESEARCH ROUNDUP- Assura, Cranswick, Weir Group May 22 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Assura, Cranswick and Weir Group, on Wednesday. HIGHLIGHTS * Assura AGRP.L : Jefferies cuts to hold from buy * Babcock BAB.L : Barclays raises target price to 560p from 529p * Cranswick Plc CWK.L : Berenberg raises target price to 5312p from 4921p * Prudential PRU.L : Jefferies cuts target price to 1,350p from 1,750p * Weir