http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 17 Feb 2026 18:00:00 -0500 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Orange+earnings+preview%3A+UBS+sees+eventful+months+ahead/26015581.html <p>Orange enters a crucial stretch with fourth-quarter results and a capital markets day expected to outline the company’s 2030 strategy and address what UBS called an “eventful months ahead” for the group. </p><p>In a recent preview note, UBS analyst Ondrej Cabejsek said the updates will likely touch on two of the three pillars that underpin the firm’s thesis for continued re-rating.</p><p>UBS expects Orange to reinforce its “strong organic story,” highlighting ongoing operating and capital expenditure normalization as legacy networks are shut down. </p><p>The bank believes Orange can deliver “c13% ‘FCF all in’ CAGR over the upcoming 2026-28 guidance period,” supporting http://www.streetinsider.com/Hot+List/Orange+earnings+preview%3A+UBS+sees+eventful+months+ahead/26015581.html Tue, 17 Feb 2026 18:00:00 -0500 ORANY http://www.streetinsider.com/Hot+List+Pro/Orange+earnings+preview%3A+UBS+sees+eventful+months+ahead/26015581.html <p>Orange enters a crucial stretch with fourth-quarter results and a capital markets day expected to outline the company’s 2030 strategy and address what UBS called an “eventful months ahead” for the group. </p><p>In a recent preview note, UBS analyst Ondrej Cabejsek said the updates will likely touch on two of the three pillars that underpin the firm’s thesis for continued re-rating.</p><p>UBS expects Orange to reinforce its “strong organic story,” highlighting ongoing operating and capital expenditure normalization as legacy networks are shut down. </p><p>The bank believes Orange can deliver “c13% ‘FCF all in’ CAGR over the upcoming 2026-28 guidance period,” supporting http://www.streetinsider.com/Hot+List+Pro/Orange+earnings+preview%3A+UBS+sees+eventful+months+ahead/26015581.html Tue, 17 Feb 2026 18:00:00 -0500 ORANY http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/Investing/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html <p>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.</p> <p dir="ltr">For Orange, Goldman said, “increasing inorganic upside potential offsets weak organic growth and returns.” </p> <p dir="ltr">The firm sees “+30% equity upside from market repair benefits resulting from French in-market operator consolidation,” noting that press speculation around a potential deal has intensified.</p> <p dir="ltr">“We see additional upside from potential Spanish telcos M&A,” analysts wrote. </p> <p dir="ltr">Goldman now values Orange at €15.4 per share, implying a potential 16% upside. While the firm concedes http://www.streetinsider.com/General+News/Goldman+Sachs+sees+diverging+prospects+for+Vodafone+and+Orange/25127530.html Thu, 31 Jul 2025 09:43:46 -0500 ORAN ORANN ORANY VOD VODN