Three Euro Stoxx 50 Stocks Outpacing the Index: ArcelorMittal, Arm Holdings, Novartis

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Summary · why it matters

The Euro Stoxx 50 index has risen 8.2% through June 30, nearly matching the S&P 500's 9.3% gain, driven by a weaker dollar, valuation re-rating, increased EU defense spending, and hawkish rate policy. Three components have delivered index-beating returns over the past 12 months: ArcelorMittal, up more than 90%, with analysts projecting earnings growth over 49% in the next year; Arm Holdings, up over 220% in 2026, with projected earnings growth of approximately 77%; and Novartis, up about 14% in 2026, with expected earnings growth around 11%. ArcelorMittal, a Netherlands-based steel giant, has been boosted by Q1 earnings and a share buyback program, while Arm Holdings, an England-based semiconductor IP company, remains a core AI infrastructure play despite recent volatility. Novartis, a Swiss biopharma firm, offers defensive growth through innovation and dividends, though it faces biosimilar threats and significant R&D spending.

Impact on stocks 3

Critical Materials & Supply Chain▲ · 1 stocks
ArcelorMittal SA
MT
▲ PositiveCapitalrelevance

ArcelorMittal boosted by Q1 earnings and a share buyback program, with projected earnings growth over 49%.

Semiconductors▲ · 1 stocks
Biotech & Genomic Medicine▲ · 1 stocks
Novartis AG
NOVN
± MixedCompetitionrelevance

Novartis faces biosimilar threats, but also offers defensive growth through innovation and dividends.

Theme Impact 2

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