XTRA:ELG
XTRA:ELGSemiconductor

The Bull Case For Elmos Semiconductor (XTRA:ELG) Could Change Following Reaffirmed 2025 Guidance Despite Weaker Results

Elmos Semiconductor SE recently confirmed its full-year 2025 earnings guidance, expecting sales of €580 million, plus or minus €20 million, and an EBIT margin in the lower half of its guided range, despite facing negative foreign exchange effects. This confirmation follows the company's report of year-over-year declines in both third-quarter and nine-month sales and net income, suggesting a resilient outlook from management amid ongoing business challenges. We’ll explore how Elmos’s...
XTRA:NEM
XTRA:NEMSoftware

The Bull Case For Nemetschek (XTRA:NEM) Could Change Following Strong Q3 and GoCanvas Integration Success

Nemetschek SE recently announced its third-quarter 2025 results, reporting sales of €293.13 million and net income of €55.26 million, both higher than the same period last year, alongside reaffirmed annual earnings guidance that includes the revenue impact of its GoCanvas acquisition. A distinguishing insight is the confirmation that the GoCanvas acquisition is expected to contribute significantly to Nemetschek's currency-adjusted revenue growth, highlighting the company's ongoing...
XTRA:TLX
XTRA:TLXInsurance

Why Talanx (XTRA:TLX) Is Up 7.6% After Raising 2026 Earnings Guidance and Reporting Strong Q3

Talanx reported earnings for the nine months ended September 30, 2025, with net income rising to €1.96 billion from €1.59 billion a year earlier, and issued new guidance expecting consolidated net income of approximately €2.7 billion for 2026. The company's increased earnings outlook and continued momentum underscore management's confidence and the potential for further operational growth in the coming years. We will explore how Talanx's upgraded earnings guidance for 2026 could reshape the...
XTRA:TKA
XTRA:TKAMetals and Mining

thyssenkrupp (XTRA:TKA) Is Up 5.2% After Naming New Steel Chief and Revealing Major Job Cuts - What's Changed

On October 31, 2025, thyssenkrupp AG announced that Marie Jaroni has been appointed as chief executive of its steel division, while also revealing a major workforce reduction plan that will cut about 11,000 jobs by 2030 to address weak demand and global competition. This marks the first time a woman has led Europe's largest steelmaker and signals significant changes at a pivotal moment for the company’s steel business. We'll examine how the appointment of a new steel division chief and deep...
XTRA:DTE
XTRA:DTETelecom

Evaluating Deutsche Telekom’s Value After Bold European Network Expansion in 2025

Wondering if Deutsche Telekom might be a hidden gem or an overrated stock? Let’s dig into whether its current share price makes sense given what’s under the hood. After recent volatility, the stock is currently trading at €27.27, with a 3.5% bump over the last week but down 6.5% year to date. This shows both short-term momentum and lingering uncertainty. In the past few weeks, Deutsche Telekom has attracted headlines with bold moves in European network expansion as well as strategic...
XTRA:AT1
XTRA:AT1Real Estate

Does Aroundtown’s €1 Billion Perpetual Notes Buyback Strengthen the Bull Case for (XTRA:AT1)?

In October 2025, Aroundtown SA announced the completion of a major tender offer to buy back €1 billion in perpetual notes, reducing its outstanding perpetual notes by approximately €500 million while issuing €200 million in new notes at a lower 5.25% coupon. This refinancing action is expected to deliver about €50 million in annualized coupon savings, directly enhancing funds from operations and improving the company's credit metrics under S&P's methodology. We'll examine how Aroundtown's...
XTRA:TMV
XTRA:TMVSoftware

How TeamViewer’s Agentless Access Launch Could Shape Its Enterprise Strategy (XTRA:TMV)

Earlier this week, TeamViewer announced the launch of Agentless Access at the Gartner IT Symposium in Barcelona, adding a feature to its enterprise Tensor platform that enables manufacturers and machine builders to remotely access and manage machines and OT systems without installing software on every device. This solution aims to enhance cybersecurity and simplify operational complexity, particularly as industrial environments grow increasingly interconnected and exposed to...
XTRA:1U1
XTRA:1U1Wireless Telecom

1&1 (XTRA:1U1): Assessing Valuation After Lower Net Income but Reaffirmed Full-Year Guidance

1&1 (XTRA:1U1) grabbed investor focus after its latest update. The company announced nine-month 2025 results showing a drop in net income compared to last year, yet reaffirmed expectations for stable full-year revenue and earnings. See our latest analysis for 1&1. While the nine-month results put a spotlight on lower net income, what really caught investors' attention was 1&1's decision to hold its full-year 2025 guidance steady. Despite the short-term profit dip, the share price has surged...
XTRA:SAP
XTRA:SAPSoftware

SAP (XTRA:SAP) Valuation in Focus as AI Partnerships and Product Launches Showcase Innovation Momentum

Deloitte’s recent adoption of SAP Joule for Consultants highlights how SAP (XTRA:SAP) is increasing its commitment to AI-powered platforms to provide real productivity gains for enterprise clients. This news, together with SAP’s broader AI enhancements and ecosystem expansions featured at SAP TechEd 2025, demonstrates the company’s ongoing focus on AI-driven growth and innovation. See our latest analysis for SAP. SAP has delivered a flurry of product launches, security fixes, and partnership...
XTRA:KSB
XTRA:KSBMachinery

Strong Sales and Order Intake Could Be a Game Changer For KSB SE KGaA (XTRA:KSB)

KSB SE & Co. KGaA announced increased sales revenue of €2.23 billion and order intake of €2.45 billion for the first nine months of 2025, while reaffirming its earnings guidance for the year. This combination of top-line growth and maintained guidance signals continued operational momentum despite broader economic uncertainties. We'll assess how this steady growth in sales and orders shapes KSB SE & Co. KGaA's investment narrative going forward. AI is about to change healthcare. These 31...
XTRA:IFX
XTRA:IFXSemiconductor

European Stocks That May Be Trading Below Fair Value In November 2025

In November 2025, European markets have been experiencing a pullback, with the pan-European STOXX Europe 600 Index declining by 1.24% amid concerns over artificial intelligence-related stock valuations. As investors navigate these fluctuating conditions, identifying stocks that may be trading below their fair value can present potential opportunities for those looking to capitalize on market inefficiencies and long-term growth prospects.
XTRA:MRK
XTRA:MRKPharmaceuticals

Merck KGaA (XTRA:MRK) Is Up 10.1% After Q3 Outperformance and Maintained Guidance Has The Bull Case Changed?

Merck KGaA recently reported third-quarter 2025 results, delivering sales of €5.32 billion and net income of €902 million, both modestly higher than the previous year. This performance was boosted by legislative changes in South America, the sale of a U.S. priority review voucher, and revenue contributions from recently acquired rare cancer treatments. We’ll assess how the outperformance in operating earnings and maintained guidance influences Merck KGaA’s investment narrative and future...
XTRA:IOS
XTRA:IOSIT

IONOS Group (XTRA:IOS) Valuation in Focus Following Strong Earnings, AI Product Launches, and AdTech Divestment Plans

IONOS Group (XTRA:IOS) delivered strong results for the first nine months of 2025, reporting higher revenue and profitability. The company also issued a positive revenue outlook for the full year, which could catch the attention of investors. See our latest analysis for IONOS Group. Momentum around IONOS Group has shifted notably this year. While the share price has pulled back 20.5% over the past month and is off 31.9% over the last quarter, the year-to-date share price return remains solid...
XTRA:TEG
XTRA:TEGReal Estate

How Investors May Respond To TAG Immobilien (XTRA:TEG) Dividend Hike and Strong Earnings Momentum

TAG Immobilien AG recently reported strong nine-month financial results for 2025, with net income rising to €301.18 million and basic earnings per share from continuing operations increasing to €1.72, compared to the previous year. The company also announced an anticipated 30% rise in dividend per share for 2026, targeting a 50% payout ratio of FFO I, subject to shareholder approval, a move highlighting management’s confidence and an increased focus on capital returns to shareholders. We...
XTRA:PAH3
XTRA:PAH3Auto

Porsche SE (XTRA:PAH3): Assessing Valuation Following Sharp Net Income Decline in Nine-Month Results

Porsche Automobil Holding (XTRA:PAH3) reported its earnings for the first nine months of 2025, revealing net income of EUR 1,240 million. This figure is down sharply from EUR 2,482 million in the same period last year. See our latest analysis for Porsche Automobil Holding. Despite the recent drop in net income, Porsche Automobil Holding has actually seen a burst of momentum, with its share price returning 12.6% over the past month and up 4.1% year-to-date. Looking further out, the 1-year...
XTRA:SHL
XTRA:SHLMedical Equipment

Should Dividend Hike and Updated Guidance Prompt Action From Siemens Healthineers (XTRA:SHL) Investors?

Siemens Healthineers recently reported full-year sales of €23.38 billion and net income of €2.14 billion for the year ended September 30, 2025, along with a proposed dividend increase to €1 per share. This announcement was accompanied by updated guidance highlighting both ongoing revenue growth expectations and continued caution in assessing opportunities in China amid macroeconomic headwinds. We'll now examine how the dividend increase and revised outlook might influence Siemens...