SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation As Earnings Near And Recall And Water Business Stake Talks Draw Focus

Nestlé (SWX:NESN) is drawing fresh attention as investors look ahead to its 19 February 2026 earnings release, while also weighing the recent infant nutrition recall and progress on a potential water business stake sale. See our latest analysis for Nestlé. After the recent recall headlines and the potential water business stake sale, short term sentiment has softened, with a 30 day share price return of 6.89% and a 90 day share price return of 9.54%. The 1 year total shareholder return is...
SWX:BEAN
SWX:BEANBuilding

Is BELIMO’s 23.3% 2025 Sales Surge Altering The Investment Case For BELIMO Holding (SWX:BEAN)?

In January 2026, BELIMO Holding AG reported its 2025 revenue results, revealing accelerated sales growth of 23.3% in local currencies and total sales of CHF 1,121 million. This sharp step-up in growth compared with 2024 signals a meaningful strengthening in demand for BELIMO’s HVAC solutions across its end markets. We’ll explore how BELIMO’s sharply accelerating 2025 sales growth shapes the company’s investment narrative and future business positioning. These 9 companies survived and...
SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Valuation Check After Genentech’s US$2b Holly Springs Expansion Commitment

Roche Holding (SWX:ROG) has drawn fresh attention after Genentech, its U.S. subsidiary, committed about $2b to expand a Holly Springs, North Carolina biomanufacturing plant for metabolic and weight-loss therapies. See our latest analysis for Roche Holding. The Holly Springs commitment has arrived alongside a 28.36% 90 day share price return and a 30.82% one year total shareholder return. This suggests investors are responding to both near term news flow and a longer running shift in...
SWX:GALD
SWX:GALDPharmaceuticals

Does Galderma Group’s (SWX:GALD) Ipsen Exit Quietly Reinforce Its Neuromodulator Edge?

In January 2026, Galderma announced an arbitral tribunal confirmed the termination of its 2014 early-stage neuromodulator R&D partnership with Ipsen, while affirming that commercialization of Dysport/Azzalure, Alluzience, and Relfydess remains unaffected. At the same time, Galderma used major industry meetings such as TOXINS 2026 and IMCAS 2026 to highlight data underscoring the clinical strength and breadth of its neuromodulator portfolio, reinforcing its position in injectable...
SWX:SLHN
SWX:SLHNInsurance

Swiss Life Holding (SWX:SLHN) Valuation Check After New CHF 225 Million Bond Issue And Conference Spotlight

Financing move and conference spotlight Swiss Life Holding (SWX:SLHN) recently completed a CHF 225 million floating rate bond offering and presented at Citi's European Insurance Conference 2026. These events put its funding approach and investor messaging in focus. See our latest analysis for Swiss Life Holding. The new bond issue and conference appearance come after a softer patch for the shares, with a 1-month share price return of 9.98% and year to date share price return of 11.16%. Longer...
SWX:SREN
SWX:SRENInsurance

Assessing Swiss Re (SWX:SREN) Valuation As Earnings Anticipation And Dividend Focus Drive Trading Interest

Why Swiss Re is on watchlists ahead of earnings Swiss Re (SWX:SREN) is drawing increased attention as investors look ahead to its 27 February 2026 earnings release, focusing on the stock’s 4.75% dividend yield and recent trading activity. See our latest analysis for Swiss Re. Recent trading has been choppy, with a 30 day share price return of 7.39% and a 90 day share price return of an 18.66% decline. The 5 year total shareholder return of 111.08% points to momentum that has built over a...
SWX:VACN
SWX:VACNMachinery

Assessing VAT Group (SWX:VACN) Valuation After Strong Q4 Orders And Full Year Sales Growth

VAT Group (SWX:VACN) is back in focus after reporting preliminary 2025 figures, with Q4 net sales of CHF 257 million and orders of about CHF 305 million, alongside full year sales of CHF 1,073 million. See our latest analysis for VAT Group. The preliminary 2025 numbers arrive after a strong run in the shares, with the 30 day share price return of 32.99% and 90 day share price return of 48.48% contributing to a 1 year total shareholder return of 51.96%. This points to momentum building around...
SWX:SENS
SWX:SENSElectronic

Assessing Sensirion Holding (SWX:SENS) Valuation After India Energy Week Gas Metering Showcase

India Energy Week debut puts Sensirion Holding (SWX:SENS) gas metering in focus Sensirion Holding (SWX:SENS) is drawing attention after announcing its first participation at India Energy Week 2026, where it will showcase its thermal mass gas metering technology and newly introduced SGM5304 gas meter module. The event spotlights Sensirion's role in gas metering, with more than 11 million meters installed globally and certification under harmonized standard EN 17526, as investors consider the...
SWX:BARN
SWX:BARNFood

Steep Cocoa Volume Decline And CEO Uncertainty Might Change The Case For Investing In Barry Callebaut (SWX:BARN)

Barry Callebaut recently reported a 22% fall in cocoa division sales volume for the quarter ended 30 November, citing weak global cocoa demand and a shift toward higher-return segments amid subdued grindings in Europe and Asia. At the same time, favorable growing conditions in West Africa and uncertainty around a CEO transition have sharpened questions about how the company balances sourcing, pricing and leadership stability in a soft cocoa market. Next, we will examine how the steep cocoa...
SWX:LOGN
SWX:LOGNTech

Is Logitech (SWX:LOGN) Quietly Redefining Its Moat With AI-Powered Room Analytics?

Earlier this week, Logitech unveiled its Rally AI Camera and Rally AI Camera Pro, AI-enabled conference cameras for large rooms that offer flexible mounting options, privacy shutters, workspace analytics via Logitech Sync, and prices starting at US$2,499, with availability planned from Spring and Summer 2026. By combining AI-powered room usage insights, automated scheduling relief from “ghost meetings,” and sustainability-focused design, these cameras position Logitech deeper inside how...
SWX:B9W
SWX:B9WElectric Utilities

BKW (SWX:B9W) Is Down 11.2% After Cutting 2025 EBIT Outlook and Setting 2026 Targets

In January 2026, BKW AG held a special call to lower its 2025 EBIT guidance to CHF 540 million–CHF 560 million and introduce a 2026 EBIT range of CHF 650 million–CHF 750 million. This shift in near-term expectations versus a higher 2026 outlook highlights how BKW is recalibrating its earnings profile over the next two years. Next, we will examine how BKW’s reduced 2025 EBIT guidance shapes the company’s investment narrative and risk-reward profile for investors. Trump has pledged to...
SWX:HOLN
SWX:HOLNBasic Materials

Holcim (SWX:HOLN) Valuation Check As Goldman Sachs Downgrades After Strong Share Price Rally

Holcim (SWX:HOLN) came into focus after Goldman Sachs shifted its view on the shares from Buy to Neutral, following a strong rally that left the valuation looking full. See our latest analysis for Holcim. The latest CHF78.0 share price comes after a small 1 day share price decline, but that follows an 11.65% 90 day share price return and a very strong 1 year total shareholder return of 73.76%, pointing to momentum that has been building over a longer horizon. That performance also aligns with...
SWX:NESN
SWX:NESNFood

How Nestlé’s Recall and Portfolio Shifts Will Impact Nestlé (SWX:NESN) Investors

Nestlé has recently drawn attention with multiple developments, including an upcoming February 2026 earnings release, a recall of infant nutrition products over cereulide contamination concerns, reported progress toward selling a stake in its water business, and ongoing exposure to growth in markets such as India’s chocolate sector. Together, these events highlight how Nestlé is simultaneously managing product safety and portfolio reshaping while competing for long-term demand in...
SWX:YPSN
SWX:YPSNMedical Equipment

Assessing Ypsomed Holding (SWX:YPSN) Valuation After Expanded BD Partnership On Large Volume Drug Delivery

Ypsomed Holding (SWX:YPSN) is back in focus after expanding its collaboration with Becton, Dickinson and Company on a 5.5 mL BD Neopak XtraFlow Glass Prefillable Syringe that is compatible with YpsoMate 5.5 autoinjectors. See our latest analysis for Ypsomed Holding. At a share price of CHF334.0, Ypsomed Holding has a 90 day share price return of 4.38% and a 5 year total shareholder return of 129.55%. This points to longer term momentum, despite a weaker 1 year total shareholder return of...
SWX:BEAN
SWX:BEANBuilding

Belimo Holding (SWX:BEAN) Valuation Check After 23.3% Sales Growth Acceleration In 2025

Sales acceleration puts BELIMO Holding (SWX:BEAN) in focus BELIMO Holding (SWX:BEAN) reported 2025 sales growth of 23.3% in local currencies, compared with 13.1% in 2024, reaching CHF 1,121 million, a result that has sharpened investor attention on the stock. See our latest analysis for BELIMO Holding. Despite a recent 1-day share price return of 0.79% decline and a 7-day share price return of 2.06% decline, BELIMO Holding’s 12.49% 30-day share price return and 26.56% 1-year total shareholder...
SWX:KOMN
SWX:KOMNMachinery

3 European Stocks Possibly Trading At Up To 40.3% Below Intrinsic Value

As the European markets show resilience with the STOXX Europe 600 Index ending higher, supported by robust economic data and earnings results, investors are keenly observing opportunities for undervalued stocks amidst mixed performances across major indices. In this context, identifying stocks trading below their intrinsic value can be a strategic move for those looking to capitalize on potential market inefficiencies.
SWX:SDZ
SWX:SDZPharmaceuticals

How Investors May Respond To Sandoz Group (SWX:SDZ) Winning EU Approval For Ondibta Biosimilar Insulin

In January 2026, Sandoz confirmed that the European Commission had granted marketing authorization for Ondibta®, a biosimilar insulin glargine pre-filled pen for patients with diabetes aged two and above, matching Lantus® SoloStar® in safety, quality and efficacy. This approval, under Sandoz’s commercialization agreement with Gan & Lee, reinforces its biosimilar footprint in diabetes care and supports broader access to insulin across Europe. We will now examine how this European Commission...
SWX:NOVN
SWX:NOVNPharmaceuticals

Is There Still Value In Novartis (SWX:NOVN) After Strong Multi‑Year Share Price Gains?

If you are wondering whether Novartis shares offer solid value at today’s price, this article will walk through what the current market is actually paying for the business. Novartis recently closed at $115.10, with returns of 0.5% over 7 days, 4.5% over 30 days, 6.1% year to date, 32.1% over 1 year, 64.6% over 3 years and 77.8% over 5 years. This gives useful context before you weigh up the valuation. Recent attention on Novartis has been shaped by ongoing product pipeline developments and...
SWX:ROG
SWX:ROGPharmaceuticals

Roche’s US$2b Genentech Bet Expands Metabolic Capacity And Valuation Story

Genentech, part of Roche Holding, has expanded its planned investment in a new biomanufacturing facility in North Carolina to US$2b. The site is intended to increase production capacity for weight loss and metabolic condition treatments. The project is expected to support future demand in metabolic diseases and expand Roche's operational footprint in the U.S. Roche Holding (SWX:ROG) is drawing fresh attention as it commits US$2b to new U.S. manufacturing capacity while its shares trade...
SWX:BAER
SWX:BAERCapital Markets

A Look At Julius Bär Gruppe (SWX:BAER) Valuation After Recent Leadership And Organisational Changes

Julius Bär Gruppe (SWX:BAER) has announced a leadership reshuffle, appointing Jean Nabaa as chief operating officer and creating a new Group Communications function led by Cindy Leggett-Flynn, both aimed at supporting the bank’s ongoing transformation. See our latest analysis for Julius Bär Gruppe. These leadership changes come as Julius Bär Gruppe’s share price sits at CHF 67.38, with a 30-day share price return of 7.36% and a stronger 90-day gain of 26.32%. The 1-year total shareholder...