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