SWX:SIGN
SWX:SIGNPackaging

SIG Group (SWX:SIGN): Assessing Valuation After 2025 Revenue Growth Guidance Reaffirmed

SIG Group (SWX:SIGN) has confirmed its full-year 2025 earnings guidance, expecting revenue growth to be slightly negative or flat when adjusting for constant currency and resin costs. This update provides investors with a clear view of management’s outlook for the coming year. See our latest analysis for SIG Group. Despite reaffirming its outlook, SIG Group’s share price has faced ongoing pressure, with a 51.46% decline year-to-date and a similarly steep one-year total shareholder return of...
SWX:KNIN
SWX:KNINShipping

Kuehne + Nagel (SWX:KNIN): Valuation Insights as Profit Outlook Softens on Lower Guidance and Weaker Q3 Results

Kuehne + Nagel International (SWX:KNIN) lowered its recurring EBIT guidance for 2025 following a quarter in which net income and sales continued to decline compared to last year, reflecting persistent headwinds in the logistics sector. See our latest analysis for Kuehne + Nagel International. The latest profit warning follows a sharp loss of momentum in Kuehne + Nagel International’s share price this year, with a 24.3% year-to-date share price decline and mounting headwinds weighing on...
SWX:LAND
SWX:LANDElectronic

Landis+Gyr Group (SWX:LAND) Eyes Profitability as Earnings Forecasts Outpace Revenue Declines

Landis+Gyr Group (SWX:LAND) remains unprofitable, but it has reduced its losses by an average of 25.2% per year over the last five years. Looking ahead, the company is forecast to become profitable within three years, with earnings expected to surge by 93.67% per year, even as revenue is set to decline at a rate of 3.3% annually. For investors, the standout is the aggressive earnings growth on the horizon, positioning LAND as a turnaround story despite the top-line headwind. See our full...
SWX:BAER
SWX:BAERCapital Markets

Julius Baer (SWX:BAER): Assessing Valuation Following Regulatory Approval for Lisbon Expansion

Julius Bär Gruppe (SWX:BAER) has just secured regulatory approval to launch a new branch of Bank Julius Baer Europe in Lisbon. The upcoming office will target ultra-high and high-net-worth clients in Portugal with a dedicated local team. See our latest analysis for Julius Bär Gruppe. Julius Bär Gruppe’s announcement follows a recent executive reshuffle and comes as the company looks to bolster its footprint in Europe. While the share price has softened so far in 2025, down 8.2% year-to-date,...
SWX:LOGN
SWX:LOGNTech

Logitech (SWX:LOGN) Margin Decline Challenges Bullish Narrative Despite Revenue Growth Outpacing Market

Logitech International (SWX:LOGN) has seen its earnings decline by 8.5% per year over the past five years, with its net profit margin falling to 14.1% from last year's 15.6%. Looking ahead, analysts forecast earnings to grow at a modest 4.2% annually, which is below the Swiss market's projected 10.7% growth rate. Despite the tempered profit outlook and tightening margins, revenue is expected to rise at 5.3% per year, outpacing the wider market, and the company currently trades at a discount...
SWX:VACN
SWX:VACNMachinery

Why VAT Group (SWX:VACN) Is Up 5.0% After Raising Q4 2025 Sales Guidance – And What’s Next

On October 16, 2025, VAT Group AG announced its earnings guidance for the final quarter of 2025, projecting sales between CHF225 million and CHF245 million. This guidance offers direct insight into management’s current outlook on sales momentum amid ongoing sectoral and currency-related uncertainty. In light of VAT Group’s updated sales outlook, we'll examine how the new guidance shapes expectations for short-term revenue trajectory and earnings. Trump's oil boom is here - pipelines are...
SWX:NESN
SWX:NESNFood

How Nestlé’s 16,000-Job Cut Plan Could Affect Efficiency and Investors (SWX:NESN)

Earlier in October 2025, Nestlé S.A.'s new CEO announced plans to cut 16,000 jobs, around 6% of its global workforce, primarily targeting white-collar positions over the next two years following a strong quarterly sales report. This significant restructuring move comes as the company maintains its full-year sales guidance and capitalizes on improved organic growth momentum despite ongoing market headwinds. We’ll explore how Nestlé’s workforce reduction plan could influence its investment...
SWX:WIHN
SWX:WIHNSemiconductor

Could WISeKey International Holding (SWX:WIHN) Expand Its Competitive Moat With Quantum-Resistant Satellite Collaboration?

WISeSat.Space, a subsidiary of WISeKey International Holding, recently signed a Memorandum of Understanding with South Korea's INNOSPACE to collaborate on deploying next-generation, quantum-resistant satellites using the HANBIT-SERIES launch vehicles. This partnership expands WISeSat.Space's global reach by leveraging South Korea’s growing space sector and supports secure Internet of Things and cybersecurity applications through diversified launch options. We'll explore how leveraging...
SWX:PGHN
SWX:PGHNCapital Markets

Partners Group (SWX:PGHN): Exploring Valuation as Shares Trade in a Narrow Range

Partners Group Holding (SWX:PGHN) has continued to see its shares fluctuate this month, trading in a fairly narrow range despite some recent market pressure. Investors are taking note of its longer-term returns and steady financial growth. See our latest analysis for Partners Group Holding. Partners Group Holding has faced some volatility this year, with its share price slipping in recent months, but the long-term picture remains constructive. While the 1-year total shareholder return is down...
SWX:SIKA
SWX:SIKAChemicals

Sika (SWX:SIKA) Forecasts 10% Annual Earnings Growth, Reinforcing Bullish Narratives Ahead of Earnings

Sika (SWX:SIKA) delivered earnings forecast to grow at 10% per year, with revenue set to rise by 4.7% annually, outpacing the broader Swiss market’s projected 4% growth rate. Over the past five years, earnings have climbed by 6.9% each year, and the company has maintained a net profit margin of 10.5%, matching the prior period. These numbers, paired with Sika’s high-quality earnings profile and only minor risk concerns, provide investors with a constructive outlook anchored by continued...
SWX:NOVN
SWX:NOVNPharmaceuticals

Should Cosentyx's Phase III Success in Polymyalgia Rheumatica Prompt Action From Novartis (SWX:NOVN) Investors?

Novartis recently announced that Cosentyx met all primary and secondary endpoints in the Phase III REPLENISH trial, showing statistically significant and clinically meaningful sustained remission at Week 52 for adults with polymyalgia rheumatica. This achievement highlights the company's momentum in late-stage innovation, as similar positive clinical outcomes were reported across other major therapies in immunology, oncology, and rare diseases. Next, we'll explore how Cosentyx's late-stage...
SWX:UBSG
SWX:UBSGCapital Markets

Assessing UBS After Credit Suisse Integration Amid 2025 Market Swings

Trying to figure out what to do with UBS Group stock? You’re not alone. Whether you’re pondering a first investment or reconsidering your current position, recent share price swings have plenty of investors pausing to re-examine their next move. Over the past week, UBS shares inched up by 0.4%. Zoom out to the last month and they’re actually down 8.4%. Despite this, the stock is sitting on gains of 6.8% for the year to date. Looking at the last three years, UBS has risen over 100%. The...
SWX:KNIN
SWX:KNINShipping

Kuehne + Nagel (SWX:KNIN) Margin Compression Challenges Bullish Valuation Narratives in Latest Results

Kuehne + Nagel International (SWX:KNIN) reported a net profit margin of 4.5%, down from 5% the previous year. This marks a modest uptick in earnings with 1.3% growth after several years of decline. While current profitability has improved, the company’s shares are trading at a Price-To-Earnings ratio of 16.1x, which represents a premium to industry peers but remains below intrinsic value as indicated by discounted cash flow estimates. Soft margins, ongoing profit growth, and concerns about...