German Electrical Stock News

XTRA:BAS
XTRA:BASChemicals

BASF Capacity Expansion Links Specialty Growth To Valuation And Risk Questions

BASF announced a major expansion of its medium molecular weight polyisobutylene production capacity. The company is increasing its role in insulation solutions for data centers and breathable membranes for construction and technical textiles. These moves reflect BASF's focus on higher value specialty chemicals and materials that support energy efficiency and sustainability goals. BASF (XTRA:BAS), trading at around €48.18, is leaning further into specialty chemicals with this capacity build...
XTRA:EOAN
XTRA:EOANIntegrated Utilities

E.ON (XTRA:EOAN) Valuation Check After Strong One Year Shareholder Returns

E.ON (XTRA:EOAN) has drawn attention after recent returns, with the share price up about 5% over the past month and 10% over the past 3 months, prompting closer scrutiny from income-focused and defensive investors. See our latest analysis for E.ON. That recent move comes after a 7.5% year to date share price return and a 57.8% total shareholder return over the past year, which suggests momentum has been strong for investors who have held through recent volatility. If this has you thinking...
XTRA:DBK
XTRA:DBKCapital Markets

A Look At Deutsche Bank (XTRA:DBK) Valuation After Strong 2025 Results And New Dividend Announcement

Deutsche Bank (XTRA:DBK) just reported stronger full year 2025 results, with higher net interest income and net income than the prior year, and paired this with an annual dividend announcement. See our latest analysis for Deutsche Bank. Despite a 1 day share price return of 1.79% to €31.25 following the earnings and dividend news, the 7 day and 30 day share price returns of 6.16% and 5.46% declines suggest recent momentum has cooled. However, the 1 year total shareholder return of 72.76% and...
XTRA:SAP
XTRA:SAPSoftware

Is SAP’s NYFW AI Partnership With N4XT Experiences Altering The Investment Case For SAP (XTRA:SAP)?

N4XT Experiences recently announced a multi-season partnership with SAP to roll out enterprise-grade software, omnichannel commerce tools, in-store technology, and AI-enabled innovation across New York Fashion Week and its NYFW Collections platform, beginning with activations at the February 2026 shows. By positioning SAP as the official technology and co-innovation partner for NYFW, the collaboration showcases how core enterprise systems and AI can underpin fashion-week retail, discovery,...
XTRA:MBG
XTRA:MBGAuto

Is Mercedes-Benz Group (XTRA:MBG) Offering Value After Recent Share Price Weakness?

This article considers whether Mercedes-Benz Group at €58.78 may be trading at fair value or potentially offering a bargain, and explains what the current market price might be indicating. The stock has returned 1.7% over the last 7 days. Over 30 days the return is a 2.6% decline. Year to date the return is a 5.1% decline, with a 12.3% return over 1 year and 51.1% over 5 years, giving a mixed picture of recent and longer term performance. Recent attention on established automakers like...
XTRA:MVV1
XTRA:MVV1Integrated Utilities

Assessing MVV Energie (XTRA:MVV1) Valuation After Annual Dividend Announcement

Dividend announcement puts MVV Energie in focus MVV Energie (XTRA:MVV1) has drawn fresh attention after announcing an annual dividend of €1.30 per share, with the payout scheduled for March 18, 2026, and key dates set for mid March. See our latest analysis for MVV Energie. At a share price of €31.5, MVV Energie has seen modest positive momentum recently, with a 1-month share price return of 0.96% and a year to date share price return of 2.61%, while the 5-year total shareholder return of...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Down 9.9% After Reaffirming Its 2025 Defense Outlook And 2026 Targets

Earlier this week, Rheinmetall reaffirmed its 2025 defense outlook, flagging strong expected growth in defense sales and margins alongside an aim to end 2025 net-debt-free, while also giving a first indication of its 2026 operational defense sales and margin range. Management also highlighted an expected €67 billion of German defense orders over the next four quarters, including the “Arminius” Boxer package and sizeable potential naval work, underlining how deeply the group is positioned in...
XTRA:IFX
XTRA:IFXSemiconductor

A Look At Infineon Technologies (XTRA:IFX) Valuation As AI Manufacturing Investments And Earnings Grow

Infineon Technologies (XTRA:IFX) has put AI and data center demand at the center of its latest update, pairing higher first quarter sales and net income with a sizeable increase in planned manufacturing investments. See our latest analysis for Infineon Technologies. At a share price of €42.04, Infineon has logged a 28.45% 90 day share price return and a 14.94% 1 year total shareholder return. This suggests momentum has picked up recently alongside its AI and data center expansion plans and...
XTRA:O5G
XTRA:O5GReal Estate

CPI Property Group (XTRA:O5G) Valuation Check As Senior Note Tender Offer Results Reshape Debt Profile

CPI Property Group (XTRA:O5G) has clarified the results of its cash tender offers for several euro and sterling senior notes, giving investors updated visibility on acceptance levels and how much of each series will remain outstanding. See our latest analysis for CPI Property Group. The tender results land at a time when CPI Property Group’s 1 day share price return of 9.63% contrasts with a weaker 30 day share price return of 7.5% and a 1 year total shareholder return of 9.2%. This suggests...
DB:TNIE
DB:TNIELeisure

Assessing tonies (DB:TNIE) Valuation After New Pokemon Partnership And Product Launch

Pokemon partnership puts tonies (DB:TNIE) in focus tonies (DB:TNIE) is drawing fresh investor attention after unveiling a Pikachu inspired lightning yellow Toniebox 2 and four Pokemon figurines, planned for a global rollout from summer 2026. See our latest analysis for tonies. The Pikachu themed launch comes after a strong run in the shares, with a 90 day share price return of 38.36% and a 1 year total shareholder return of 62.24%. This suggests momentum has recently picked up from a...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen’s First UAW Deal And What It Means For Valuation

Volkswagen and the United Auto Workers have agreed a first union contract at the Chattanooga, Tennessee plant. The contract covers more than 3,000 employees and includes higher wages and improved benefits. This is the first union agreement at the facility and marks a shift in Volkswagen's US labor relations. Volkswagen, traded as XTRA:VOW3, now has a union contract at its key US production hub in Chattanooga, which could affect its long term cost base and workforce stability in the market...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Assessing Bayer (XTRA:BAYN) Valuation After Asundexian’s Positive OCEANIC STROKE Phase III Results

Bayer (XTRA:BAYN) is back in focus after presenting Phase III OCEANIC-STROKE data, where its investigational Factor XIa inhibitor asundexian cut recurrent ischemic stroke without increasing major bleeding risk, bringing sharper attention to the pharma pipeline. See our latest analysis for Bayer. The OCEANIC-STROKE readout lands after a sharp shift in sentiment, with Bayer’s share price at €45.8 and a 90 day share price return of 75.78% contributing to a 1 year total shareholder return of...
XTRA:EVK
XTRA:EVKChemicals

Evonik Industries (XTRA:EVK) Margin Rebound Challenges Cautious Earnings Narratives

Evonik Industries (XTRA:EVK) closed FY 2025 with fourth quarter revenue of €3.4b and EPS of €0.15, while trailing twelve month EPS stood at €1.36 on revenue of €14.1b, giving investors a clear snapshot of the current earnings run rate. Over recent periods, revenue has moved from €3.6b in Q4 2024 to €3.4b in Q4 2025, with quarterly EPS swinging from a loss of €0.33 per share in Q4 2024 to a profit of €0.15 in Q4 2025. This frames a year that mixed a weaker top line with a visibly different...