SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Net Margin Jump To 20.3% Tests Long Term EPS Bear Case

How Roche Holding (SWX:ROG) Just Framed Its FY 2025 Story Roche Holding (SWX:ROG) opened FY 2025 with first half revenue of CHF31.8b and basic EPS of CHF9.31, setting the tone with headline numbers that put both the top line and per share earnings clearly on the radar for investors following this latest update. Over the recent reporting periods, revenue has moved from CHF30.8b in the first half of 2024 to CHF31.6b in the second half and then to CHF31.8b in the first half of 2025. Basic EPS...
SWX:BARN
SWX:BARNFood

Cocoa Volume Slump And Value Focus Might Change The Case For Investing In Barry Callebaut (SWX:BARN)

In late January 2026, Barry Callebaut reported a 22% decline in cocoa division sales volume for the quarter ended November 30, citing weak global demand and a tilt toward higher-return product segments against a backdrop of abundant cocoa supplies and pressured prices. This combination of softer end-consumer appetite for chocolate and a deliberate focus on more profitable cocoa uses signals an important shift in how Barry Callebaut is balancing volume and value across its business. We will...
SWX:UBSG
SWX:UBSGCapital Markets

What UBS Group (SWX:UBSG)'s Push Into Crypto Trading and Premium Advisory Means For Shareholders

UBS has promoted long-time banker Nicholas Hinnen to the newly created role of head of premium advisory specialists APAC Switzerland and is also preparing to let select clients trade bitcoin and Ether, expanding its digital asset offering across regions. Together, the leadership move in ultra-wealth advisory and the planned crypto trading program highlight UBS’s push to refine high-end client services while responding to evolving digital asset demand. Next, we’ll consider how UBS’s move into...
SWX:UBXN
SWX:UBXNSemiconductor

A Look At u‑blox Holding (SWX:UBXN) Valuation As AI Demand And Earnings Outlook Draw Attention

AI driven demand puts u-blox Holding (SWX:UBXN) in focus ahead of earnings Market attention has turned to u-blox Holding (SWX:UBXN) as investors weigh its role in AI related GNSS and wireless modules, and look ahead to earnings, with revenue mix and margin recovery under scrutiny. See our latest analysis for u-blox Holding. After a strong run, with an 81.21% year to date share price return and a 108.01% total shareholder return over the past year, recent gains around AI related GNSS demand...
SWX:LOGN
SWX:LOGNTech

Assessing Logitech International (SWX:LOGN) Valuation After Q3 Earnings Beat And Share Price Pullback

Logitech International (SWX:LOGN) is back in focus after third quarter results paired solid sales and income figures with a 6.4% share price drop, as investors weighed cost pressures and tariff related risks. See our latest analysis for Logitech International. Those Q3 results and fresh guidance landed against a weak recent run, with a 30 day share price return of 18.27% and a 90 day share price return of 32.44%. The 1 year total shareholder return of 26.10% contrasts with a 3 year total...
SWX:UHR
SWX:UHRLuxury

Why Swatch Group (SWX:UHR) Is Up 10.2% After Holding Its Dividend Amid Earnings Slump

Swatch Group reported full-year 2025 results with sales of CHF 6,280 million and net income of CHF 3 million, and also affirmed an annual dividend of CHF 4.50 per share payable in May 2026. Despite the sharp earnings drop, management’s decision to maintain production capacity, protect jobs, and keep the dividend highlights a long-term confidence in future demand. With recent results showing improving sales momentum, we’ll explore how Swatch Group’s decision to preserve capacity and its...
SWX:NESN
SWX:NESNFood

Assessing Nestlé (SWX:NESN) Valuation After Baby Formula Toxin Recalls And Intensifying Regulatory Scrutiny

Regulators have confirmed a food poisoning toxin in some Nestlé (SWX:NESN) baby formula products, prompting recalls and investigations that are now central to how investors assess the company’s risk profile and potential reputational overhang. See our latest analysis for Nestlé. The recent baby formula recalls and food safety investigations come after a period where Nestlé’s 30 day share price return of 6.74% decline and 90 day share price return of 4.49% decline have weighed on sentiment,...
SWX:HUBN
SWX:HUBNElectrical

Does Huber+Suhner's (SWX:HUBN) Stable Margin Guidance Outweigh Its Dip In 2025 Net Sales?

In January 2026, Huber+Suhner AG reported unaudited 2025 net sales of CHF 864.1 million, compared with CHF 893.9 million in the prior year. At the same time, the company confirmed guidance for a 2025 operating profit margin of 10–11%, suggesting a focus on maintaining profitability despite slightly lower sales. We will now examine how the confirmed 10–11% EBIT margin guidance shapes Huber+Suhner’s investment narrative following these latest results. We've found 14 US stocks that are...
SWX:ROG
SWX:ROGPharmaceuticals

Roche Holding (SWX:ROG) Valuation After CT-388 Obesity Data Earnings Strength And Dividend Proposal

Roche Holding (SWX:ROG) is in focus after reporting full year 2025 earnings alongside standout Phase II data for its obesity candidate CT-388 and proposing a higher dividend, a combination that sharpens attention on its cardiometabolic ambitions. See our latest analysis for Roche Holding. The latest CT-388 data and dividend proposal come after a strong run in the share price, with a 90 day share price return of 35.46% and a 1 year total shareholder return of 26.68%. This suggests momentum has...
SWX:BEAN
SWX:BEANBuilding

A Look At BELIMO Holding’s Valuation After Accelerating 23.3% Sales Growth In 2025

Why BELIMO Holding’s latest sales update matters for investors BELIMO Holding (SWX:BEAN) has drawn fresh attention after reporting 2025 revenue of CHF 1,121 million, with sales growth of 23.3% year-on-year in local currencies, compared with 13.1% in 2024. See our latest analysis for BELIMO Holding. The latest sales update arrives as BELIMO Holding’s share price trades at CHF 845.0, with a 30‑day share price return of 8.19% and a 1‑year total shareholder return of 28.44%. This suggests...
SWX:AMRZ
SWX:AMRZBasic Materials

Is Amrize’s (SWX:AMRZ) Q4 Earnings Call Set To Reframe Its Long-Term Growth Narrative?

Amrize has announced it will release its fourth-quarter 2025 results after the U.S. market closes on February 17, 2026, followed by a webcast the next morning to discuss the numbers with investors. Fresh analyst coverage, including updated ratings and commentary, is sharpening market attention on how these upcoming results could shape perceptions of Amrize’s outlook. We’ll now examine how the upcoming fourth-quarter earnings release and related analyst commentary may influence Amrize’s...
SWX:ADEN
SWX:ADENProfessional Services

Is Adecco Group (SWX:ADEN) Offering Value After Multi Year Share Price Weakness

If you are wondering whether Adecco Group is offering good value at its current share price, this article walks through the key numbers that matter to you as an investor. The stock last closed at CHF 22.62, with a 7 day return of a 0.4% decline and a 30 day return of a 2.2% decline, while the 1 year return sits at 8.6% and the 3 year and 5 year returns are 24.9% and 46.3% declines respectively. These mixed returns arrive as Adecco continues to sit in the spotlight of long term themes such as...
SWX:ABBN
SWX:ABBNElectrical

ABB (SWX:ABBN) Net Margin Improvement Tests Justification For Premium P/E Valuation

How ABB (SWX:ABBN)'s FY 2025 Numbers Set the Stage ABB (SWX:ABBN) closed FY 2025 with fourth quarter revenue of US$9.1b and basic EPS of US$0.70, alongside trailing twelve month revenue of US$33.2b and EPS of US$2.50 that frame the full year picture. Over recent periods, the company has seen quarterly revenue range from US$7.9b to just over US$9.0b and EPS move from US$0.54 in Q4 2024 through to US$0.70 in Q4 2025, giving investors a clear read on how the top line and per share earnings have...
SWX:KNIN
SWX:KNINShipping

Kuehne + Nagel International (SWX:KNIN) Valuation Check After Recent Share Price Momentum

Why Kuehne + Nagel International Is On Investors’ Radar Today Kuehne + Nagel International (SWX:KNIN) has drawn attention after recent share performance, with the stock showing mixed returns across different time frames and fresh financial figures that give investors more to work with. The shares are up around 0.6% over the past day and roughly 4.4% over the past month, while the past 3 months show a gain of about 16%. Over 1 year, however, the total return sits near a 9.9% decline, and over...
SWX:NOVN
SWX:NOVNPharmaceuticals

How Novartis’ AI Health Partnerships and NFL Campaign Will Impact Novartis (SWX:NOVN) Investors

At the 2026 World Economic Forum in Davos, Novartis Chairman Dr. Giovanni Caforio announced a past AI- and data-driven national cardiovascular disease prevention partnership with Brunei’s Ministry of Health and EVYD Technology, while Novartis also unveiled a prostate cancer awareness campaign with the NFL built around a “Relax, it’s a blood test” Super Bowl commercial. Together, these initiatives position Novartis as a healthcare innovator using large-scale data, artificial intelligence and...
SWX:BKW
SWX:BKWElectric Utilities

Assessing BKW (SWX:BKW) Valuation After Updated 2025 And 2026 EBIT Guidance

Why BKW’s new guidance matters now BKW (SWX:BKW) updated investors with two key signals: a lowered EBIT range of CHF 540 million to CHF 560 million for 2025, and a new 2026 EBIT outlook of CHF 650 million to CHF 750 million. See our latest analysis for BKW. The revised guidance appears to have weighed on sentiment, with the share price at CHF145.9 after a 1 day share price return of 1.15% decline and a 30 day share price return of 13.36% decline. The 5 year total shareholder return of 49.78%...