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3 European stocks to buy and 3 to avoid into Q3 earnings: Barclays

Mon, 13 Oct 2025 09:00:00 -0400

Barclays has updated its conviction list heading into the next earnings season, highlighting three European names with potential upside and three carrying downside risk.

The bank frames the call within a broader market backdrop of improving liquidity and still-supportive policy conditions, but warns that idiosyncratic catalysts will matter more as Q3 results unfold.

On the buy side, Vivendi, Deutsche Bank, and Zurich Airport are the preferred picks. Barclays sees Vivendi as a high-conviction event-driven opportunity tied to the legal timeline around a potential bid from Bolloré, noting that “the opportunity is too significant to ignore” if the AMF forces a NAV-based offer

3 European stocks to buy and 3 to avoid into Q3 earnings: Barclays

Mon, 13 Oct 2025 09:00:00 -0400

Barclays has updated its conviction list heading into the next earnings season, highlighting three European names with potential upside and three carrying downside risk.

The bank frames the call within a broader market backdrop of improving liquidity and still-supportive policy conditions, but warns that idiosyncratic catalysts will matter more as Q3 results unfold.

UBS sees modest upside in STOXX Europe 600

Thu, 14 Aug 2025 06:52:34 -0400

UBS has set its 2025 price target for the STOXX Europe 600 at 550, implying little change from current levels, and a 2026 target of 590, which would represent a 7% gain.

“European stocks are highly divergent with exporters sensitive to tariffs and the Euro offsetting strong gains in more domestic and service-oriented businesses,” strategists led by Gerry Fowler said in a note.

The near-term economic backdrop remains supportive, though UBS expects a GDP slowdown largely driven by weaker net exports.

New orders PMIs have slipped below 50, especially in healthcare and chemicals, while sectors such as banks, industrials, media,

UBS sees modest upside in STOXX Europe 600

Thu, 14 Aug 2025 06:52:34 -0400

UBS has set its 2025 price target for the STOXX Europe 600 at 550, implying little change from current levels, and a 2026 target of 590, which would represent a 7% gain.

The near-term economic backdrop remains supportive, though UBS expects a GDP slowdown largely driven by weaker net exports.

New orders PMIs have slipped below 50, especially in healthcare and chemicals, while sectors such as banks, industrials, media,

Q2 European earnings preview: Uncertainty prevails, says Deutsche Bank

Sat, 05 Jul 2025 04:00:00 -0400

In its Q2 European earnings preview, Deutsche Bank discussed the mixed picture in the macroeconomic environment, and the lack of earnings expectations recovery from their lows despite a relenting in the trade war.

While earnings expectations have not recovered, says the firm, this “offers room for mild surprises during the Q2 earnings season.” However, downside risk remains in the form of the weaker USD and the first tariff effects.

Elaborating on the mixed macro environment, the firm notes that Eurozone manufacturing PMIs saw extended recovery in Q2 even as services went “slightly lower.”

Bund yields were down 2.5% from their early March peak,

Q2 European earnings preview: Uncertainty prevails, says Deutsche Bank

Sat, 05 Jul 2025 04:00:00 -0400

Elaborating on the mixed macro environment, the firm notes that Eurozone manufacturing PMIs saw extended recovery in Q2 even as services went “slightly lower.”

Bund yields were down 2.5% from their early March peak,

Here's why Europe is unlikely to see a major geopolitical break

Sat, 07 Jun 2025 04:00:00 -0400

In a note to clients, Capital Economics discussed geopolitical and geoeconomic shifts in Europe, China de-risking in strategic industries, and strains with the U.S.

Europe is a significant player in the global economy, accounting for 18% of global GDP. China, which has a similar share, accounts for 17%, and the U.K. accounts for 3%, while the U.S. accounts for 27% of global GDP.

Even with its economic heft, as a collection of sovereign states, Europe doesn’t move fast and hasn’t traditionally been an economic entity that projects power, unlike the U.S. and China. As a consensus-based economic bloc preserving the middle ground

Here's why Europe is unlikely to see a major geopolitical break

Sat, 07 Jun 2025 04:00:00 -0400

In a note to clients, Capital Economics discussed geopolitical and geoeconomic shifts in Europe, China de-risking in strategic industries, and strains with the U.S.

Ishares Europe Etf (IEV)

Sun, 25 May 2025 20:00:00 -0400

In a note on the European equity markets, Capital Economics analysts discussed the cautiously optimistic outlook over the next few years, the robustness of the euro-zone bond markets, and whether the recent gains will last.

Whether European financial markets will have a desirable outlook now hinges on three questions, believes the firm:

i) Will European markets retain and sustain Q1 momentum, rerating in absolute terms and vis-à-vis the U.S.?

ii) Is the eurozone now in a better position to weather global turbulence?

iii) Can the euro build from its February rally, and will it benefit from reassessing the dollar’s global role?

With the first question

Ishares Europe Etf (IEV)

Sun, 25 May 2025 20:00:00 -0400

Whether European financial markets will have a desirable outlook now hinges on three questions, believes the firm:

i) Will European markets retain and sustain Q1 momentum, rerating in absolute terms and vis-à-vis the U.S.?

ii) Is the eurozone now in a better position to weather global turbulence?

iii) Can the euro build from its February rally, and will it benefit from reassessing the dollar’s global role?

With the first question

EU Prepares Trade Proposal For US To Steer Momentum Into Talks - Bloomberg

Wed, 21 May 2025 10:03:45 -0400

EU Prepares Trade Proposal For US To Steer Momentum Into Talks - Bloomberg

Wed, 21 May 2025 10:03:45 -0400

EU Prepares Trade Proposal For US To Steer Momentum Into Talks - Bloomberg

UBS examines the impact of potential US tariffs on Europe

Sat, 14 Dec 2024 22:00:00 -0400

Analysts at UBS have in a research note to clients modelled the impact of a 10% US tariff on Europe in scenarios where tariffs are imposed on just the eurozone as well as as part of global tariffs on China and the rest of the world.

According to UBS, the impact is greater in the scenario involving tariffs on just Europe, which would be more inflationary, with the firm estimating an inflation impact between -2bp and+26bp for the GDP deflator and between 1 to 13bp for CPI.

“This range is defined by the degree of retaliation,” the note stated, where if Europe

UBS examines the impact of potential US tariffs on Europe

Sat, 14 Dec 2024 22:00:00 -0400

“This range is defined by the degree of retaliation,” the note stated, where if Europe

European Stocks Have Further to Fall, Goldman Warns