France's TotalEnergies' 2026 earnings per share could be hit by lower oil prices, Baader Helvea's Frederic Lorec writes. The brokerage lowers this year's Brent crude forecast to $87 a barrel from a prior $95 a barrel forecast. This brings its EPS forecast down to $12.4 from $13.7 previously. Shares rise 0.3% to 67.16 euros.(adam.whittaker@wsj.com)