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Goldman Sachs sees diverging prospects for Vodafone and Orange
Investing.com -- Goldman Sachs upgraded Orange to Neutral and downgraded Vodafone (NASDAQ:VOD) to Sell in separate notes Thursday, citing divergent prospects for inorganic growth and return on capital in the European telecoms sector.
investing.com·2mo ago
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JPM cuts Cellnex to Neutral on risks from asset sales, mobile mergers
Investing.com -- JP Morgan downgraded Cellnex to Neutral from Overweight, warning that upcoming tower sales may raise less than expected and that mobile network consolidation in Europe could pressure the company’s long-term contracts.
investing.com·2mo ago
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Barclays flags RanCos as compelling alternative to mergers for Europe’s telcos
Investing.com -- European telecom operators should consider forming joint radio access network companies—RanCos—as a more effective route to boost returns and cut costs, without triggering regulatory pushback associated with full-scale mergers, according to Barclays.
investing.com·3mo ago
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JPM highlights top 6 European investment ideas for next 12–18 months
Investing.com -- JPMorgan has laid out its top six investment ideas in Europe over the next 12 to 18 months, highlighting a range of sectors it expects to benefit from structural and policy-driven shifts.
investing.com·4mo ago
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Orange cut to Neutral at Citi on valuation, uncertainty over telecom consolidation
Investing.com -- Citi on Wednesday lowered Orange SA (EPA:ORAN) stock to Neutral from Buy, noting that the company’s share price has nearly approached its price target after a strong 2025 performance.
investing.com·6mo ago
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Orange reports revenue jump, preferred earnings metric returns to growth in France
Investing.com -- Orange SA (EPA:ORAN) reported higher revenue for the fourth quarter and a return to growth in its key earnings metric in France for the full year.
investing.com·8mo ago
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Bernstein shuffles European telecom ratings; upgrades Telenor and cuts Orange
Investing.com -- Bernstein has reshuffled ratings for the European telecom companies, upgrading Telenor ASA (OL:TEL) to Market Perform (from Underperform) while downgrading Orange SA (EPA:ORAN) to Market Perform (from Outperform).
investing.com·8mo ago
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Orange and La Poste partner to give a second life to network equipment used during the Paris 2024 Olympic and Paralympic Games
Orange and La Poste announce the first innovative initiative to extend the lifespan of network equipment used during the Paris 2024 Olympic and Paralympic Games. This collaboration aligns with the...
Business Wire·10mo ago
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Orange Business Launches "Live Intelligence": a Range of Plug-and-Play GenAI Solutions for Businesses
Orange Business, a European network and digital integrator, announces the launch of its comprehensive GenAI solution, Live Intelligence. This solution will simplify the deployment and management of...
Business Wire·10mo ago
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TMF Group Trusts Orange Business for Centralised Hybrid Cloud Deployment to Enhance Operational Efficiencies and Accelerate Innovation
TMF Group, a leading provider of critical administrative services for global businesses, turned to long-term trusted partner Orange Business to deploy a centralised managed hybrid cloud solution to...
Business Wire·1y ago

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