European Movers: ASML (ASML NA) +3.0%, Balfour Beatty (BBY LN) +2.5%, Alstom (ALO FP) +1.8%, Airbus (AIR FP) +1.1%, Shell (SHEL LN) +1.0%, Next (NXT LN) -0.5%, AstraZeneca (AZN LN) -0.7%
Airbus (AIR FP) - Airbus SE delivered 793 aircraft in 2025, exceeding its revised annual target of 790, according to Bloomberg citing sources. Deliveries accelerated in the final days of the year. BBG said that the figures are preliminary and subject to slight change.
Alstom (ALO FP) - Alstom awarded three contracts for a total value of approximately EUR 2.5bln. These orders were booked in Q3 FY2025/26.
ASML (ASML NA) upgraded to Outperform from Market Perform at Bernstein; PT for ADR raised to USD 1,528/shr (prev. USD 935/shr). Analysts named the Co. as its top pick in European semiconductors for 2026.
AstraZeneca (AZN LN) removed from European Conviction List at Goldman Sachs.
Balfour Beatty (BBY LN) - Announced the sale of ten UK assets from its Infrastructure Investments portfolio. Group sold its share in each of the assets to Equitix for combined proceeds of GBP 8mln, with a total gain on the disposals of GBP 7mln.
Next (NXT LN) - Co. is reportedly mulling a bargain bid on LK Bennett, Sky News reports.
Shell (SHEL LN) - Co. is reportedly looking at a return to Venezuela to claim billions of dollars from new gas projects in the region, according to The Telegraph.