** Exane BNP Paribas upgrades French shelf labelling systems maker Vusion VU.PA to "outperform" from "neutral", as order momentum starts to pick up amid retail digitisation push

** Shares of Vusion jump around 10% in early trading

** Exane says uncertainties around the Walmart U.S. electronic shelf label contract cliff and a challenging 2027 guidance are now fully reflected in the shares

** It views 2027 as a "short-term blip" in an otherwise compelling long-term growth story driven by retail space digitisation and new computer vision growth

** The brokerage cuts its PT by 14% to €180, but says the company is well-positioned to gain market share with its unmatched EdgeSense all-in-one store digitisation solution

** It expects positive news flow on the Captana computer vision unit, as a potential flagship contract later this year could act as a major catalyst

** Out of eight analysts that cover Vusion, seven rate the stock "strong buy" or "buy" and ​one "hold" - LSEG data