XTRA:DTE
XTRA:DTETelecom

Will Deutsche Telekom’s (XTRA:DTE) AI Cloud Partnership With Nvidia Reshape Its Long-Term Growth Narrative?

Deutsche Telekom recently reported solid third-quarter 2025 results, raised its full-year profit outlook, announced a higher annual dividend of €1.00 per share, and detailed a major AI partnership with Nvidia to launch a €1 billion industrial AI cloud data center in Germany. The company’s collaboration with Nvidia and SAP signals a significant push into AI-driven services, aiming to strengthen its technology leadership and support industrial innovation across Europe. We'll explore how...
XTRA:RWE
XTRA:RWERenewable Energy

Can RWE’s (XTRA:RWE) Recyclable Blade Push Reshape Its Long-term Renewables Leadership?

RWE recently achieved a milestone by completing the UK's first large-scale offshore wind project using recyclable turbine blades at the Sofia Offshore Wind Farm, and advanced its U.S. renewables presence with the completion of the 100 MW Lafitte Solar project in Louisiana. This expansion underscores RWE's move to integrate circular blade technology and repurpose former power plant sites for data centre developments, reflecting growing innovation and diversification in the energy...
XTRA:HAG
XTRA:HAGAerospace & Defense

Hensoldt (XTRA:HAG): Fresh Financial Results Spark New Look at 2025 Valuation

Hensoldt (XTRA:HAG) has just reported its earnings for the nine months ending September 30, 2025. The company saw sales rise to EUR 1,536 million, while net loss narrowed compared to last year. See our latest analysis for Hensoldt. Hensoldt’s 2025 update, revealing stronger sales and reduced net losses, comes after an extraordinary run for the stock. Total shareholder return has surged 146% over the past year, underscoring growing investor confidence in its long-term prospects and market...
XTRA:SAP
XTRA:SAPSoftware

Is SAP Share Price Dip a Buying Opportunity After Recent AI Investments in 2025?

Wondering if SAP is still a smart buy after all the market noise? You are not alone. Many investors are asking if the company’s recent moves have left it undervalued or overpriced. SAP’s share price has had a choppy ride lately, slipping 2.1% over the last week and nearly 10% in the last month. However, its longer-term track record remains impressive with over 100% gains in the past three years. This recent dip comes as the tech sector adjusts to shifting investor sentiment. SAP has also...
XTRA:JEN
XTRA:JENElectronic

Jenoptik (XTRA:JEN): Exploring Valuation After Q3 Profit Surprise and Strong Order Momentum

Jenoptik (XTRA:JEN) caught the market’s attention after delivering third-quarter results that topped profitability expectations, even as sales and net income dropped from the same period last year. Demand in key segments helped ease investor concerns. See our latest analysis for Jenoptik. Jenoptik’s shares spiked as much as 10% last week after its Q3 results calmed worries around weaker semiconductor demand, with strong order intake and profitability outpacing expectations. Still, recent...
XTRA:ENR
XTRA:ENRElectrical

Why Siemens Energy (XTRA:ENR) Is Up 8.5% After Upgraded 2028 Outlook and Dividend Resumption

Earlier this week, Siemens Energy AG announced it raised its mid-term guidance for 2028, projecting at least 10% annual sales growth, higher profit margins, and the return to dividend payments after four years, following robust full-year earnings results with sales of €39.08 billion and net income of €1.41 billion. The company cited rising global demand for electricity, data centers, and power grid upgrades as key drivers behind the heightened outlook and renewed shareholder returns. We'll...
XTRA:BC8
XTRA:BC8IT

Bechtle (XTRA:BC8): Assessing Valuation After Strong Share Price Rally and Recent Investor Optimism

Bechtle (XTRA:BC8) has delivered steady single-digit growth in both revenue and net income over the past year, with the stock climbing 24% for investors in the past 12 months. These numbers highlight its long-term performance. See our latest analysis for Bechtle. Bechtle’s share price has surged nearly 15% in a single day and is up over 27% year-to-date, signaling growing momentum and renewed optimism from investors. The stock’s one-year total shareholder return of 24% highlights steady...
XTRA:SIE
XTRA:SIEIndustrials

Is Siemens Fairly Priced After 22% Year-to-Date Stock Surge and Energy Tech Expansion?

If you have ever wondered whether Siemens stock is truly worth its current price, you are not alone. Today's valuation is on investors' minds for good reason. The share price has seen impressive growth year-to-date, rising 21.8%. It is up 25.8% over the last twelve months, although there was a slight dip of 2.9% in the past week. Some may be questioning if momentum will continue. Recent headlines have highlighted Siemens' strategic expansion into energy technology and automation, fueling...
XTRA:SHL
XTRA:SHLMedical Equipment

A Fresh Look at Siemens Healthineers (XTRA:SHL) Valuation After Recent Share Price Weakness

Siemens Healthineers (XTRA:SHL) shares have shifted this week, and investors might be weighing recent short-term moves against the company’s longer-term trajectory. The stock’s performance over the past month lags this year, raising some valuation questions. See our latest analysis for Siemens Healthineers. This latest dip leaves Siemens Healthineers trading at €43.87 per share, with the 30-day share price return at -6.9 percent and the year-to-date figure also in the red. While momentum has...
XTRA:HLAG
XTRA:HLAGShipping

Hapag-Lloyd (XTRA:HLAG): A Fresh Look at Valuation After 28.9% Year-to-Date Share Price Drop

Hapag-Lloyd (XTRA:HLAG) stock has seen some movement lately, catching the attention of investors who track the transport sector. With shifts in shipping rates and international demand, there are new numbers worth considering for potential buyers and holders. See our latest analysis for Hapag-Lloyd. Hapag-Lloyd's share price has slipped 28.9% year-to-date, reflecting recent pressure in shipping rates and investor sentiment. A 5-year total shareholder return of 213% highlights the company’s...
XTRA:1COV
XTRA:1COVChemicals

A Fresh Look at Covestro (XTRA:1COV) Valuation as Shares Show Signs of Upward Momentum

Covestro (XTRA:1COV) shares have moved slightly higher over the past week, catching attention as investors consider if the upward trend offers clues about the company’s underlying momentum, especially after its recent flat performance over the past month. See our latest analysis for Covestro. Covestro’s share price has steadily edged up by 7.73% year-to-date, signaling that momentum could be shifting after a period of muted movement. While the one-year total shareholder return stands at...
XTRA:DHER
XTRA:DHERHospitality

Delivery Hero (XTRA:DHER): Exploring Valuation Following Strong Q4 Growth Outlook and Asian Recovery

Delivery Hero (XTRA:DHER) has drawn attention after signaling that its growth should pick up in the fourth quarter, in large part due to a stronger recovery in its Asian operations. Quarterly results showed a 7% growth in gross merchandise value, suggesting some steadiness in performance as the year moves forward. See our latest analysis for Delivery Hero. Despite the buzz around Delivery Hero’s strengthening outlook, the stock’s momentum has been decidedly negative, with a 1-month share...