European equity coverage is thin today, but the published research splits cleanly into one tactical setup and a cluster of long-horizon structural calls.
On the tactical side, a technical read from recent research flags Schott Pharma as a possible recovery candidate. The stock has been in a prolonged decline since its 2024 peak, but analysts argue a bottom may be forming — conditional on two overhead resistance levels being cleared.
The bigger theme in this week's research consensus is the AI-driven data centre buildout, and how it flows through to European industrials and utilities. Researchers point to Siemens Energy's multi-year backlog in gas turbines and grid equipment, and frame Schneider Electric and ABB as direct suppliers of the power infrastructure hyperscale facilities depend on. Iberdrola, on this view, is a grid-modernisation beneficiary across Europe and the Americas.
Separately, a decades-long bullish case is being made for Prudential PLC, tied to demographic and income growth across Asia and Africa, with management targeting up to US$4.2bn in new business profit by 2027.