Recently I published a list 11 Tops to Perform European Stocks in 2025. In this article, we’ll look at where ArcelorMittal SA (NYSE:MT) invests in other top-performing European stocks.
The global economy is hanging in threads as the macroeconomic environment consists of trade wars, retaliatory tariffs and political unrest in Ukraine and the Middle East. Market experts provide careful economic forecasts and increase economic uncertainty. According to EY, the eurozone experienced a modest economic shift in 2025, with growth expected to increase from 0.7% last year to 1.3% and 1.8% in 2025 and 2026, respectively. It is expected to boil to 1.4% in 2027. Of all European countries, Malta is projected to experience the highest GDP growth in 2025 at 4%. EY hopes for growth in soft employment across Europe due to demographic challenges and reduced labor demand. The unemployment rate could remain at 2024 levels. Nominal wages this year will be higher than pre-pandemic levels, but wage growth will be hit. Central and Eastern European countries are expected to experience relatively high inflation in 2025, but the overall rate in the Euro region is above 2%.
Meanwhile, German economic institutions reduced their 2025 growth forecast to 0.1% from the previous forecast of 0.8% in September 2024. This revised estimate does not incorporate any recent tariffs imposed by the United States. These tariffs have become a major setback for the European economy, and have probably fallen on the edge of the recession for the third year in a row. The new conservative government has declared a fund of 500 billion euros to improve infrastructure and defense and stimulate growth. The fiscal package strengthens the economic outlook for 2026 and 2027.
However, as the US feels pressure from high ratings and increased political instability, analysts are heading towards Europe as a better bet for stock investors. Analysts point to Europe, which offers a more stable outlook, with lower stock prices, clearer policy directions and even potential interest rate cuts. This is because investors feel that the threat of US tariffs, especially on cars, is so uncertain, as the details are clearer. Additionally, there is less exposure to technology in Europe. This is now considered a good thing. The European market appears to be more balanced compared to 30% of the broader market with just 10% technology exposure in the European 600.
With solid revenues, increased stock buybacks and cheaper stock valuations, investors are turning to Europe. Experts suggest that European and British markets now have the best shots for years to surpass the US. With that in mind, let’s take a look at the best performing stocks in Europe so far in 2025.
ArcelorMittal SA (MT): One of the best performing stocks in Europe
Sparks, a close-up of industrial machinery used in steel production, pops out from the side.
This year, to compile a list of top European stocks, we used Finviz Screener to identify stable European companies by applying filters and market capitalizations of over 10 billion to the region. We then applied a performance filter and selected 11 European stocks with the highest YTD stock growth as of April 11th. He also mentioned hedge fund sentiment in 2024 for holding quarter for further insight.
Why are hedge funds interested in the stocks they accumulate? The reason is simple. Our research shows that mimic the top stock picks of the best hedge funds can outperform the market. Quarterly Newsletter’s strategy was to select 14 small and large caps per quarter, returning 373.4% since May 2014, surpassing the benchmark by 218 percentage points (For more information, please see here).
Number of hedge fund holders: 18
YTD Stock Price Performance As of April 11th: 17.50%
ArcelorMittal SA (NYSE:MT) was founded in 1976 and is headquartered in Luxembourg. It is a global steel and mining company that produces flat steel products such as coils, sheets and tin. Long steel products such as bars, wire rods, rails, structural sections. Seamless and both welded pipes and tubes. It also supplies raw materials such as iron ore and caulking coal used in the automobile, construction and energy industries. ArcelorMittal SA (NYSE:MT) shares have risen from the start of the year at 17.5% as of April 11, delivering its highest performance in Europe.
On April 10th, Goldman Sachs analyst Matt Green bought the ArcelorMittal SA (NYSE:MT) from Neutral and set a price target of 26.10 to 29 euros. Green pointed to a decline in iron ore and coal prices, which are expected to reduce production costs and support profit margins, even without rising iron ore prices. Goldman Sachs also expects an oversupply of key raw materials, adding optimism.
ArcelorMittal SA (NYSE:MT) launched a new share buyback program on April 7 after completing the repurchase of its past 85 million shares on April 2, 2025. The new program will be running in stages from the first tranche of up to 10 million shares until May 2030. The actual number of shares bought back depends on the market conditions and shareholder approvals, along with the amount of free cash flow generated by the company after paying dividends.
According to Insider Monkey’s fourth quarter database, 18 hedge funds held bullish positions in ArcelorMittal SA (NYSE: MT) compared to 14 funds in the last quarter. John Overdeck and David Siegel Two Sigma Advisors It was our biggest stakeholder, with over 2 million shares worth $48.2 million.
Overall, MT 7th place Of the 11 tops that have performed European stocks so far in 2025, we acknowledge the possibility of European stocks, but our conviction lies in the belief that AI stocks offer higher returns and hold the bigger promise to do so within a shorter time frame. There have been AI stocks that have risen since the beginning of 2025, and the popular AI stocks have lost around 25%. If you’re looking for AI stocks that are more promising than MT but are trading below 5 times the revenue, check out our report on this Cheapest AI stocks.
