XTRA:DBK
XTRA:DBKCapital Markets

Deutsche Bank (XTRA:DBK) Net Margin Jump To 20.3% Tests Longstanding Bearish Narratives

Deutsche Bank (XTRA:DBK) has wrapped up FY 2025 with fourth quarter revenue of €7.3b and basic EPS of €0.38, capping off a trailing twelve month run that totals €30.4b in revenue and €3.16 in EPS. This came alongside earnings growth of 121% and a net profit margin of 20.3% versus 9.9% a year earlier. Over recent quarters, revenue has ranged from €7.3b to €7.8b while quarterly basic EPS has moved between €0.38 and roughly €1.00. Together, these figures provide a clearer view of how higher full...
XTRA:NEM
XTRA:NEMSoftware

Nemetschek (XTRA:NEM) Valuation Check After Beating 2025 Targets And Crossing €1b Revenue Mark

Nemetschek (XTRA:NEM) is in focus after reporting fiscal 2025 results that exceeded its already raised revenue and profitability targets, with currency adjusted revenue growth of 22.6% and revenue passing the €1b mark. See our latest analysis for Nemetschek. Even with the strong 2025 report and AI focused acquisitions such as Firmus AI, Nemetschek’s recent share price performance has been weak. The 30 day share price return is 20.31% and the 1 year total shareholder return shows a decline of...
XTRA:SAP
XTRA:SAPSoftware

SAP (XTRA:SAP) Is Down 13.6% After Soft 2026 Cloud Guidance Undercuts Strong 2025 Earnings

SAP SE reported its fourth-quarter and full-year 2025 results on January 29, 2026, with revenue rising to €9,684 million for the quarter and €36.80 billion for the year, alongside full-year net income of €7,327 million and new 2026 guidance targeting €25.8 billion–€26.2 billion in cloud revenue at constant currencies. While SAP highlighted record total cloud backlog of €77 billion and the growing role of SAP Business AI in cloud orders, investors focused on 2026 cloud revenue and backlog...
XTRA:HEN3
XTRA:HEN3Household Products

Henkel Talks Stahl Deal As Investors Weigh Valuation And Portfolio Shift

Henkel KGaA (XTRA:HEN3) has confirmed it is in talks with Wendel SE about a potential acquisition of Stahl Holdings B.V. The discussions are ongoing and no agreement has been reached at this stage. The news highlights a possible shift in Henkel's business mix if a transaction eventually proceeds. Henkel KGaA, trading at €72.98, is back in focus as investors weigh what a possible Stahl acquisition could mean for the group. The stock shows mixed longer term performance, with a 21.6% gain over...
XTRA:HEI
XTRA:HEIBasic Materials

Heidelberg Materials (XTRA:HEI) Valuation Check After Growth Outlook For Global Cement And Green Construction Materials

Heidelberg Materials (XTRA:HEI) is back in focus after fresh projections for global cement and construction stone markets highlighted long term growth drivers related to urbanization, infrastructure spending, and demand for lower carbon building materials. See our latest analysis for Heidelberg Materials. At a share price of €230.6, Heidelberg Materials has seen a 13.54% 90 day share price return and a very large 5 year total shareholder return, while short term momentum has cooled after the...
XTRA:MBG
XTRA:MBGAuto

A Look At Mercedes-Benz Group (XTRA:MBG) Valuation As India Cuts Import Duties On European Luxury Cars

India’s move to sharply cut import duties on European cars has pushed Mercedes-Benz Group (XTRA:MBG) into the spotlight, as investors weigh what easier access to one of the world’s largest auto markets could mean. See our latest analysis for Mercedes-Benz Group. Alongside India’s tariff cuts, investors have been weighing the wider backdrop for Mercedes-Benz Group. A 1-year total shareholder return of 4.94% contrasts with a year-to-date share price return of negative 7.48% and a 5-year total...
XTRA:VH2
XTRA:VH2Oil and Gas

Is Friedrich Vorwerk’s 2025 Earnings Beat And JV Strength Altering The Investment Case For (XTRA:VH2)?

Friedrich Vorwerk Group SE recently reported that it closed fiscal 2025 very successfully, with revenue and EBITDA coming in well above its own forecasts, helped by favorable weather, strong project execution, and healthy joint venture contributions. The company also emphasized its historically strong capital base and sharply higher employee headcount, which together provide a reinforced platform for pursuing future project opportunities. We will now examine how this earnings beat, supported...
XTRA:IFX
XTRA:IFXSemiconductor

What Infineon Technologies (XTRA:IFX)'s Earnings Outlook on Auto and SiC Demand Means For Shareholders

Infineon Technologies is approaching its 04 Feb 2026 earnings announcement, with investors focused on management’s comments around automotive and silicon carbide demand after a recent pullback in the shares. At the same time, Infineon’s exposure to expanding areas such as eSIMs, ultra-thin power wafers and integrated passive devices highlights its role in several fast-growing semiconductor niches. Against this backdrop, we will examine how caution around upcoming earnings guidance on...
XTRA:VOS
XTRA:VOSMachinery

Will Vossloh’s (XTRA:VOS) €250 Million Hybrid Bond Redefine Its Capital Allocation Narrative?

Vossloh AG recently placed a €250 million hybrid bond, providing the company with additional long-term capital to fund its ongoing initiatives and reinforce its balance sheet. This type of hybrid financing can be treated partly as equity by creditors, potentially improving credit metrics while giving Vossloh more flexibility in how it finances future projects. We will now examine how this €250 million hybrid bond issuance shapes Vossloh’s investment narrative and longer-term capital...
XTRA:SIE
XTRA:SIEIndustrials

Siemens (XTRA:SIE) Valuation Check As Buybacks And Industrial Digitalization Momentum Continue

Siemens (XTRA:SIE) has extended its share buyback program, with the 102nd interim report confirming repurchases of 248,687 shares between 19 and 25 January 2026 as part of the initiative launched in February 2024. See our latest analysis for Siemens. The share buyback comes as Siemens shares trade at €255.95, with a 30-day share price return of 7.02% and a 1-year total shareholder return of 27.68%. Ongoing moves in industrial digitalization, Snowflake collaboration and data driven...
XTRA:BOSS
XTRA:BOSSLuxury

Does RBC’s Wholesale Concerns Change The Brand-Turnaround Case For Hugo Boss (XTRA:BOSS)?

RBC Capital Markets recently downgraded Hugo Boss from “outperform” to “sector perform,” pointing to risks that its brand-protective turnaround could take longer than initially expected. The broker also flagged that Hugo Boss’s move to streamline its wholesale network and introduce a tiered partner model may pressure wholesale volumes as the company prioritizes profitability and control over distribution. We’ll now examine how this reassessment of Hugo Boss’s wholesale strategy could reshape...
XTRA:SHL
XTRA:SHLMedical Equipment

Is Siemens Healthineers (XTRA:SHL) Share Weakness Creating A Potential Valuation Opportunity?

If you are wondering whether Siemens Healthineers at €42.05 is priced attractively or not, this article will walk you through what the current share price might mean for value focused investors. The stock has recently delivered a 4.7% decline over the last week, a 6.4% decline over the last month and a 22.2% decline over the last year, which may change how the market views its potential and its risks. Recent coverage has focused on Siemens Healthineers as a major listed medical technology...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Assessing Bayer (XTRA:BAYN) Valuation After Positive OCEANIC STROKE Trial Milestone

Bayer (XTRA:BAYN) is back in focus after confirming that its large Phase III OCEANIC-STROKE trial of asundexian met primary efficacy and safety endpoints, with full results set for presentation at the 2026 International Stroke Conference. See our latest analysis for Bayer. Those OCEANIC STROKE headlines arrive after a sharp shift in sentiment, with Bayer’s 30 day share price return of 18.21% and 90 day share price return of 62.34%, while the 1 year total shareholder return of 101.10%...
XTRA:CBK
XTRA:CBKBanks

Assessing Commerzbank (XTRA:CBK) Valuation After Mixed Short-Term Returns And Strong Longer-Term Gains

Why Commerzbank (XTRA:CBK) is on investors’ radar today Commerzbank (XTRA:CBK) has drawn fresh attention after recent share price moves, with the stock showing a negative return over the past month but a positive total return over the past 3 months. That mixed performance sits alongside reported annual revenue of €11,320.0 and net income of €2,427.0. These figures give investors concrete numbers to weigh against the bank’s current share price of €34.55. See our latest analysis for...
XTRA:DBK
XTRA:DBKCapital Markets

Record 2025 Profits and Payout Hike Amid Probes Could Be A Game Changer For Deutsche Bank (XTRA:DBK)

Deutsche Bank reported full-year 2025 results showing net interest income of €15,691 million and net income of €6,931 million, alongside a fourth-quarter profit and earnings per share that surpassed analyst expectations. This record profitability and planned increase in shareholder payouts came even as German authorities searched its Frankfurt and Berlin offices in an ongoing money-laundering investigation. Next, we’ll examine how record profits alongside renewed money-laundering scrutiny...
XTRA:SAP
XTRA:SAPSoftware

SAP Buyback And AI Push Confront Weak Cloud Sentiment And Valuation

SAP (XTRA:SAP) launched a €10b share buyback program following its recent earnings release. The company highlighted ongoing integration of AI into core products, including customer specific AI capabilities. Management pointed to new AI partnerships, such as with Syngenta, as part of a broader push in the application layer. A cautious cloud outlook accompanied the update and was followed by a sharp market reaction and sector wide concerns. SAP enters this phase with its share price at...
XTRA:TKA
XTRA:TKAMetals and Mining

Thyssenkrupp Rothe Erde Stake Sale Talks Test Valuation And Momentum

Thyssenkrupp is reported to be exploring the sale of around 30% of its Rothe Erde bearings unit. The discussions are described as being at an early stage, with no final decision disclosed. Rothe Erde supplies bearings used across global industrial supply chains, so any stake sale could influence how this business is run in future. XTRA:TKA is currently trading at €11.18, with the share price data reflecting strong multi year returns, including 217.8% over the past 1 year and 116.5% over 3...
XTRA:NDX1
XTRA:NDX1Electrical

A Look At Nordex (XTRA:NDX1) Valuation After New 700 MW VERBUND Green Power Agreement

VERBUND Green Power’s new framework agreement with Nordex (XTRA:NDX1) for up to 700 MW of onshore wind turbines across six European markets through 2030 puts a sizeable and project dependent pipeline in focus. See our latest analysis for Nordex. The VERBUND framework agreement lands at a time when Nordex’s share price has picked up, with a 30 day share price return of 18.63% and a 90 day share price return of 31.42%, while the 1 year total shareholder return of 212.55% points to strong longer...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check As India Moves To Cut Tariffs On European Car Imports

India’s plan to cut import tariffs on European cars from levels as high as 110% to 40%, with further reductions ahead, puts Volkswagen (XTRA:VOW3) in sharper focus for investors monitoring the company’s global exposure. See our latest analysis for Volkswagen. These India tariff headlines sit alongside other recent developments, such as Volkswagen reconsidering a potential Audi plant in the U.S. because of tariff costs and expanding autonomous truck trials through its Traton and PlusAI tie up...
XTRA:PUM
XTRA:PUMLuxury

Is Puma (XTRA:PUM) Pricing Look Interesting After Recent Rebound And Long Term Slide

If you are wondering whether PUMA’s share price reflects its true worth today, you are not alone. This article is all about what the current price might be implying about value. PUMA shares recently closed at €23.35, with returns of 9.0% over the last 7 days and 6.2% over the last 30 days, although the 1 year return of a 22.8% decline and multi year returns show a much weaker picture. Recent coverage around PUMA has focused on how investors are reassessing global sportswear names and their...
XTRA:ADS
XTRA:ADSLuxury

Is adidas (XTRA:ADS) Starting To Look Interesting Again After 43% One Year Share Price Slide

If you are wondering whether adidas shares are starting to look interesting again, the key question is how the current price lines up with the value of the business. The stock last closed at €144.55, after a 5.2% decline over the past week, a 14.1% decline over the past month, a 13.6% decline year to date, and a 43.1% decline over the last year, with a 0.4% decline over three years and a 45.0% decline over five years. These moves sit against a backdrop of ongoing brand and competitive...
XTRA:TMV
XTRA:TMVSoftware

How TeamViewer’s Thrive Partnership Could Reshape Automation-Led IT Support for (XTRA:TMV) Investors

TeamViewer recently announced a partnership with Thrive to embed its Digital Employee Experience capabilities into Thrive's NextGen managed services platform, aiming to enable more proactive detection and resolution of IT issues for enterprise clients. This integration highlights how TeamViewer’s software is being used to shift IT support from reactive troubleshooting toward continuous, automation-driven optimization of endpoints across customer environments. We’ll now examine how this...