Swiss Software Stock News

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: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: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: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: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:UHR
SWX:UHRLuxury

Is Swatch Group (SWX:UHR) Pricing Look Stretched After Recent Share Price Rebound

If you are wondering whether Swatch Group shares still offer value after recent moves, this article walks through what the current price could be saying about the stock. The share price last closed at CHF 183.00, with returns of 10.2% over 7 days, 8.8% over 30 days, 6.4% year to date, 11.4% over 1 year, and longer term returns of 38.7% decline over 3 years and 23.1% decline over 5 years. Recent news around Swatch Group has largely focused on the broader watch and luxury goods sector,...
SWX:LONN
SWX:LONNLife Sciences

Lonza Group (SWX:LONN) Margin Expansion Challenges Cautious Earnings Narratives

Lonza Group (SWX:LONN) opened FY 2025 with first half revenue of CHF3.6b and basic EPS of CHF6.08, anchored by net income of CHF426m, setting the tone for how investors will read the rest of the year’s earnings story. The company has seen revenue move from CHF3.1b and EPS of CHF4.61 in the first half of 2024 to CHF3.5b and CHF4.32 in the second half of 2024, before reaching CHF3.6b and CHF6.08 in the first half of 2025. This progression gives investors a clear view of how the top line and EPS...
SWX:NESN
SWX:NESNFood

Did Nestlé’s (SWX:NESN) Contaminated Baby Formula Recall Just Shift Its Supplier Risk Narrative?

Nestlé has recalled multiple batches of its SMA baby formula after regulators confirmed contamination with the food poisoning toxin cereulide traced to a shared third-party ingredient supplier, prompting investigations in France into possible links with two infant deaths. Beyond the immediate product recall, the episode highlights how dependence on external suppliers can expose even large food companies to heightened operational and reputational risk. We will now examine how these food...
SWX:ADEN
SWX:ADENProfessional Services

Adecco Expands Healthcare Reach With Advantis Deal And Valuation Discount

Adecco Group (SWX:ADEN) has agreed to acquire Advantis Medical Staffing. The deal expands Adecco’s presence in North American healthcare staffing. Advantis adds travel nursing and allied health capabilities to Adecco’s portfolio. The acquisition focuses Adecco more on healthcare as a critical talent segment. Adecco Group, a global provider of HR and workforce solutions, is deepening its focus on healthcare staffing through the purchase of Advantis Medical Staffing. Advantis brings a...
SWX:ROG
SWX:ROGPharmaceuticals

Did Roche’s Strong 2025 Results and CT-388 Obesity Data Just Shift Its (SWX:ROG) Investment Narrative?

Roche Holding AG recently reported 2025 results showing sales of CHF 61,516 million and net income of CHF 12,880 million, while also advancing its obesity pipeline with strong Phase II data for CT-388 indicating significant placebo-adjusted weight loss and a generally tolerable safety profile. Alongside proposing a higher CHF 9.80 dividend for what would be a 39th consecutive increase, Roche issued 2026 guidance for mid single digit Group sales growth and high single digit core EPS growth at...
SWX:IDIA
SWX:IDIABiotechs

Assessing Idorsia (SWX:IDIA) Valuation After Recent Share Price Swings And Ongoing Losses

Idorsia (SWX:IDIA) has been drawing attention after a mixed set of recent returns. The stock is down about 17% over the past month but up roughly 10% over the past 3 months. See our latest analysis for Idorsia. At a share price of CHF3.645, Idorsia is coming off a 1 day share price return of about a 1% decline and a 30 day share price return of roughly a 17% decline. Its 1 year total shareholder return is very large, while the 3 and 5 year total shareholder returns remain deeply negative...
SWX:ALSN
SWX:ALSNElectronic

European Stocks That May Be Undervalued In January 2026

As the European markets navigate renewed trade and geopolitical uncertainties, with major indices like France's CAC 40 and Germany's DAX experiencing declines, investors are increasingly focused on identifying opportunities within this challenging environment. Amidst these fluctuations, finding undervalued stocks can be a strategic approach to potentially benefit from market inefficiencies and capitalize on businesses that may not fully reflect their intrinsic value due to current market...
SWX:YPSN
SWX:YPSNMedical Equipment

Is Ypsomed (SWX:YPSN) Quietly Redefining Its Drug-Delivery Edge With BD’s Large-Volume Collaboration?

In January 2026, BD (Becton, Dickinson and Company) and Ypsomed Holding AG expanded their partnership to develop a 5.5 mL BD Neopak XtraFlow Glass Prefillable Syringe fully compatible with Ypsomed’s YpsoMate 5.5 autoinjector platform, targeting large-volume subcutaneous biologic injections. This move highlights how device and syringe co-development can help pharmaceutical companies address rising drug volumes and viscosities while aiming to shorten combination-product development...
SWX:HIAG
SWX:HIAGReal Estate

How Investors May Respond To HIAG Immobilien Holding (SWX:HIAG) Profit Upgrade and CHF 100m Green Bond

In January 2026, HIAG Immobilien Holding AG announced that it expects consolidated net profit for 2025 to be 50% to 55% higher than the 2024 figure of CHF 75.2 million, meaning earnings should clearly exceed both last year’s result and prior market expectations. A few days earlier, the company had successfully placed a CHF 100 million green bond with a seven-year term and a 1.34% coupon, extending its average financing maturity while earmarking proceeds for sustainable buildings and projects...
SWX:COTN
SWX:COTNElectronic

High Growth Tech Stocks To Watch In Europe January 2026

As European markets navigate renewed trade and geopolitical uncertainty, with the pan-European STOXX Europe 600 Index ending 0.98% lower, investors are keenly observing high-growth tech stocks that could potentially thrive in this environment. In such a climate, a good stock is often characterized by its ability to adapt to changing market conditions and leverage technological advancements to maintain robust growth trajectories amidst broader economic challenges.
SWX:BANB
SWX:BANBLife Sciences

Why Bachem Holding (SWX:BANB) Is Up 9.6% After New NCE Deals And Cash Flow Gains

In recent trading, Bachem Holding drew strong attention after reports of new commercial NCE contracts, improved operating cash flow and better capacity utilization highlighted progress in its operations. These developments are being interpreted as potentially supporting a richer valuation multiple, even as some models flag risks and emphasize upcoming earnings and contract updates as key signposts. Next, we will examine how Bachem’s improved operating cash flow shapes its broader investment...