Swiss Infrastructure Stock News

Why the latest trial results matter for Roche Holding (SWX:ROG) Roche Holding (SWX:ROG) has put fresh clinical data in front of investors, with fenebrutinib hitting primary and secondary endpoints in two Phase III trials in relapsing multiple sclerosis. This comes alongside FDA acceptance of a supplemental filing for Gazyva/Gazyvaro in systemic lupus erythematosus. The FENhance 1 and 2 studies reported that fenebrutinib cut annualised relapse rates by 51.1% and 58.5% versus teriflunomide over...

Amrize (SWX:AMRZ) opened Q1 2026 with revenue of US$2.2b and a basic EPS loss of US$0.21, off a net income loss of US$116m for the quarter. Over the last year, the company has seen quarterly revenue move between US$2.1b and US$3.7b, while basic EPS has ranged from a loss of US$0.15 to a high of US$0.99. This gives investors a clear view of how earnings power can swing with the cycle. With trailing 12 month EPS at US$2.09 on net income of US$1.2b and margins easing from 10.6% to 9.7%, the...

Recent share performance and business scale Novartis (SWX:NOVN) has drawn investor attention after a period where the share price shows a 1 day return of 1.2%, a past week return of a 1.9% decline, and a month return of a 5.4% decline. Over the past 3 months, the stock shows a 0.8% decline, while the year to date return stands at 4.5%. The 1 year total return is 24.5%, with 3 year and 5 year total returns of 43.1% and 82.4% respectively. The company reports revenue of $56.6b and net income of...

VAT Group (SWX:VACN) reported first quarter 2026 sales of CHF 221 million and issued new guidance for the second quarter, while reiterating its full year 2026 outlook. See our latest analysis for VAT Group. VAT Group’s latest guidance and first quarter update come after a strong run in the share price, with a 30 day share price return of 23.02% and a 1 year total shareholder return of 103.54%. This suggests momentum has picked up recently even as investors continue to reassess long term...

Readers hoping to buy St. Galler Kantonalbank AG ( VTX:SGKN ) for its dividend will need to make their move shortly, as...

Santhera Pharmaceuticals Holding (SWX:SANN) has opened FY 2025 with first half revenue of CHF 24.0 million and a basic EPS loss of CHF 3.04, with trailing 12 month figures showing revenue of CHF 49.0 million and a basic EPS loss of CHF 5.41, so profitability remains out of reach for now. The company has seen total revenue across the last three reported half year periods move from CHF 14.1 million in H1 2024 to CHF 25.0 million in H2 2024 and CHF 24.0 million in H1 2025, while basic EPS...

Why Sandoz Group is on investors’ radar today Sandoz Group (SWX:SDZ) has drawn fresh attention after its recent share performance and updated fundamentals, prompting investors to reassess how its generic and biosimilar portfolio compares with the current valuation. See our latest analysis for Sandoz Group. At a share price of CHF61.26, Sandoz Group has seen short term softness, with a 1 day share price return of 2.23% decline and a 7 day share price return of 2.82% decline, while its 1 year...

UBS Group Q1 2026 Earnings Snapshot UBS Group (SWX:UBSG) has opened Q1 2026 reporting season following a solid 2025 finish, with Q4 revenue at US$12.8 billion and basic EPS of US$0.39 anchoring the latest set of numbers. The bank reported quarterly revenue rising from US$11.4 billion in Q4 2024 to US$12.8 billion in Q4 2025, while trailing twelve month EPS reached US$2.46 alongside net income of US$7.8 billion. This provides a clear view of how earnings have moved in line with the top line...

What the G512 X launch might mean for Logitech International (SWX:LOGN) Logitech International (SWX:LOGN) just put its gaming peripheral business in focus with the launch of the Logitech G512 X TMR Analog/Mechanical Gaming Keyboard, a modular device built around customization and analog precision. See our latest analysis for Logitech International. At a share price of CHF76.28, Logitech International has delivered an 11.39% 90 day share price return and a 20.09% 1 year total shareholder...

Amrize (SWX:AMRZ) is extending its "Made in America" cement label to four additional US plants as part of a wider push into domestic manufacturing. The company is increasing investment in its US production footprint, aiming to support local jobs and reinforce supply certainty for American customers. At its recent AGM, Amrize also approved changes to its Board of Directors, updating its governance structure. With a current share price of CHF44.94, Amrize sits in the mid cap range of the...

As European markets face heightened geopolitical risks and economic uncertainties, the pan-European STOXX Europe 600 Index recently experienced a decline, with defensive sectors like utilities and telecoms showing resilience. In this environment, identifying stocks with strong fundamentals and growth potential becomes crucial for investors seeking opportunities amid volatility.

Novartis (SWX:NOVN) opened 2026 with Q1 revenue of US$13.5b and basic EPS of US$1.65, set against trailing twelve month figures of US$56.6b in revenue and EPS of US$7.03 that frame the latest quarter in a broader earnings context. Over recent periods, quarterly revenue has ranged from US$13.5b to US$14.8b, while basic EPS has moved between US$1.26 and US$2.07. This gives investors a clear read on how current earnings sit within the recent run rate and what that implies for margins heading...

Lonza Group (SWX:LONN) has moved into focus after joining a funded research collaboration with Simulations Plus and the U.S. Food and Drug Administration to build predictive frameworks for amorphous solid dispersion drug products. See our latest analysis for Lonza Group. Despite the new FDA-backed collaboration and recent conference appearances, Lonza Group’s 1-day share price return of 1.83% comes against a weaker backdrop. The 90-day share price return of 12.5% and the 1-year total...

Aevis Victoria (SWX:AEVS) has drawn investor attention after shareholders approved a CHF 3.45 per share payout for 2025, signalled expectations for a higher 2026 dividend, and elected two new board members. See our latest analysis for Aevis Victoria. The recent shareholder meeting news comes after a steady share price context, with a CHF 13.70 last close, a 3.40% year to date share price return and a 5 year total shareholder return of 11.07%, while the 3 year total shareholder return decline...

Temenos AG ( VTX:TEMN ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders...

Sika (SWX:SIKA) is back in focus after announcing a new national subsidiary in Kyrgyzstan, taking its network to 103 countries and expanding its reach into Central Asia’s construction market. See our latest analysis for Sika. The Kyrgyzstan move comes after Sika reaffirmed its 2026 sales growth guidance earlier in April. It also lands at a time when the CHF145.35 share price sits against a 30 day share price return of 13.11% but a 1 year total shareholder return of 27.43% decline, suggesting...

Novartis (SWX:NOVN) has received European Commission approval for Rhapsido, the first oral targeted treatment for chronic spontaneous urticaria (CSU). The approval provides a new option for CSU patients in Europe whose symptoms are not controlled with antihistamines. Rhapsido is positioned as an oral therapy that does not require lab monitoring, aimed at simplifying treatment for eligible patients. For a company already focused on immunology and dermatology, Rhapsido adds another...

The European market has recently faced challenges, with the pan-European STOXX Europe 600 Index experiencing a decline and major indices like Germany's DAX and France's CAC 40 also seeing significant drops, amid geopolitical tensions and economic uncertainties. Despite these hurdles, high-growth tech stocks in Europe continue to attract attention as investors look for companies that can navigate current market volatility by leveraging innovation, robust business models, and strong growth...

Wondering if ABB, at a last close of CHF 77.90, still offers value after such a strong run, or if you are arriving late to the story. The share price performance has been strong, with returns of 3.2% over 7 days, 23.4% over 30 days, 27.2% year to date, 82.8% over 1 year, 156.1% over 3 years and 207.8% over 5 years. This naturally raises questions about risk and upside from here. Recent coverage has focused on ABB's position in electrification, automation and power grid technology, which ties...

Nestlé reported past first-quarter 2026 group sales of CHF 21,317 million, down from CHF 22,601 million a year earlier, while organic growth and volumes improved despite an infant formula recall and currency headwinds. At the same time, the company accelerated portfolio streamlining and cost-saving efforts, including European job cuts and potential further ice cream divestments, highlighting a sharper focus on efficiency and core categories like coffee, pet care and nutrition. We’ll now...

UBS Group (SWX:UBSG) is challenging new Swiss capital rules that it describes as extreme and harmful for the Swiss economy. The Swiss government has finalized capital adequacy requirements that would add significant capital demands on UBS, including 100% capital backing for foreign units at the parent level. UBS has publicly opposed these measures, arguing they are not aligned with international standards and could affect the bank's global operations. UBS is one of the largest global wealth...

If you are wondering whether Amrize at around CHF44.64 is priced attractively or not, the key question is how its current share price compares with its underlying business value. Recently, the stock has been relatively steady, with a 1.1% return over the last 30 days and a 3.0% decline over the last 7 days. This may reflect shifting views on its near term prospects and risk. Recent news flow on Amrize has focused more on maintaining investor visibility than on any single transformational...

Cosmo (SWX:COPN) is back in focus after reporting 12 month Phase III results for its Clascoterone 5% topical solution in male androgenetic alopecia, highlighting long term safety, ongoing efficacy and preparation for global regulatory filings. See our latest analysis for Cosmo. The latest clinical update comes after a mixed period in the market, with a 23.6% 1 month share price return and a 16.99% 3 month decline. Meanwhile, the 1 year total shareholder return sits at 111.93%, suggesting...

Some investors may be wondering whether Novartis at around CHF116 per share is still good value, or if most of the opportunity is already reflected in the price. The stock has had a 1% decline over the past week and past month, while posting returns of 7.2% year to date and 30.2% over the last year. This may catch the eye of investors weighing reward against risk. Recent headlines have highlighted Novartis as a large, established player in global pharmaceuticals. This keeps it on the radar...