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...
XTRA:AFX
XTRA:AFXMedical Equipment

Why Carl Zeiss Meditec (XTRA:AFX) Is Down 18.2% After Cutting 2025/26 Revenue and Margin Guidance - And What's Next

Carl Zeiss Meditec AG announced in January 2026 that its prior fiscal 2025/26 guidance of around €2.3 billion in revenue and a 12.5% EBITA margin will likely not be achieved, citing uncertainties tied to geopolitics, trade barriers, regulation, and key tender processes. An important nuance is that management linked the guidance review not only to regulatory and tender risks in China but also to the timing of the winter seasonal peak for refractive treatment packs, highlighting how...
XTRA:HFG
XTRA:HFGConsumer Retailing

Is HelloFresh (XTRA:HFG) Pricing Reflect Long Term Value After 1 Year Share Price Slump

If you are wondering whether HelloFresh's current share price lines up with its underlying value, you are not alone. This article is built to unpack exactly that question. Over the last week the stock is up 7.2%. However, the 30 day return is a 0.9% decline and the 1 year return sits at a 48.6% decline, which may change how you think about both risk and opportunity here. These moves sit against a backdrop of ongoing interest in meal kit providers and questions about how sustainable their...
XTRA:IFX
XTRA:IFXSemiconductor

Is Infineon Technologies (XTRA:IFX) Pricing Look Stretched After Strong Recent Share Gains

If you are wondering whether Infineon Technologies' current share price offers good value, this article walks through what the numbers are actually saying about the stock. The shares recently closed at €43.42, with returns of 5.7% over 7 days, 18.2% over 30 days, 13.5% year to date, 34.8% over 1 year and 33.8% over 3 years. This performance has put valuation squarely in focus for many investors. Recent coverage has highlighted Infineon Technologies as a key European semiconductor player that...
XTRA:WAF
XTRA:WAFSemiconductor

Siltronic (XTRA:WAF) Valuation Check As Silicon EPI Wafer Demand Strengthens

Recent commentary on strong growth in the silicon EPI wafer market, driven by consumer electronics, automotive uses, and 5G infrastructure, has refocused attention on Siltronic (XTRA:WAF) as a key supplier in this segment. See our latest analysis for Siltronic. Siltronic’s share price has climbed to €55.85, supported by a 1 month share price return of 18.38% and a year to date share price return of 9.51%. Its 1 year total shareholder return of 27.75% contrasts with weaker 3 and 5 year total...
DB:CEK
DB:CEKCommunications

CeoTronics (DB:CEK) Margin Jump To 11.4% Tests Sustainability Of Bullish Narratives

CeoTronics (DB:CEK) has put up a solid H1 2026 scorecard, with total revenue of €34.6 million and basic EPS of €0.49, while trailing twelve month figures show revenue of €68.8 million and EPS of €0.98 backed by 180.9% earnings growth over the past year. The company has seen revenue move from €18.8 million and EPS of €0.27 in H1 2024 to €21.2 million and EPS of €0.10 in H1 2025, before reaching the latest half year levels. This sets a clear context for how the recent jump in earnings has...
XTRA:BMW
XTRA:BMWAuto

Will India’s Planned Tariff Cuts on EU Luxury Cars Change Bayerische Motoren Werke's (XTRA:BMW) Narrative

In recent days, India has agreed in principle to cut tariffs on select European Union car imports to 40%, down from very high current rates, with further reductions over time, widening access for manufacturers including BMW, Volkswagen and Mercedes-Benz, while delaying similar relief for battery electric vehicles. This prospective tariff shift highlights India’s role as a crucial, previously underpenetrated premium auto market for BMW, potentially reshaping its global sales mix and...
XTRA:SIE
XTRA:SIEIndustrials

Siemens Expands Energy And Auto Chiplet Push With Data Heavy Partnerships

Siemens (XTRA:SIE) is collaborating with Snowflake on new energy data and AI solutions for industrial and utility customers. The company has also joined the international CHASSIS consortium focused on automotive chiplet technology and software-defined vehicle platforms. Siemens, trading at around €251.35, sits in the market as an established industrial and technology group with a track record of stock returns that some investors may find material, including a 26.5% return over the past year...
XTRA:PAH3
XTRA:PAH3Auto

Is Porsche Automobil Holding (XTRA:PAH3) Pricing A Long Term Opportunity After Recent Declines?

Wondering whether Porsche Automobil Holding at €36.14 is a bargain or a value trap? This article walks through what the current price might be implying about the stock. The share price has been relatively flat over the last week with a 0.1% return, but that sits against a 30 day decline of 8.8%, a year to date decline of 10.7%, and a 3 year decline of 24%. Over the past year, the stock has delivered a modest 1.6% return, which contrasts with a 26.1% decline over five years. These mixed...
XTRA:DTE
XTRA:DTETelecom

A Look At Deutsche Telekom (XTRA:DTE) Valuation As Earnings, Buy-Back And Fiber Expansion Draw Focus

Why Deutsche Telekom’s upcoming earnings and buy-back are in focus Deutsche Telekom (XTRA:DTE) is drawing attention as investors position ahead of its 26 February earnings, while a multi million share buy-back and long term fiber rollout plans add extra context to the stock story. See our latest analysis for Deutsche Telekom. At around €27.22 per share, Deutsche Telekom’s recent 7 day share price return of 3.46% contrasts with a slightly weaker 30 day share price return of a 1.73% decline. A...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Still Mispriced After Strong One Year Share Price Rebound?

If you are wondering whether Bayer's share price reflects its true worth today, this article will walk you through what the numbers are actually saying about value. Bayer's stock has recently traded at €45.21, with returns of 5.9% over 7 days, 24.2% over 30 days, 19.0% year to date, and 110.9% over 1 year, while the 3 year and 5 year returns sit at a 15.9% decline and 1.1% decline respectively. Recent news around Bayer has focused on long running legal issues related to legacy products and...
XTRA:SHL
XTRA:SHLMedical Equipment

Should Siemens Healthineers’ (XTRA:SHL) Outpatient Pain Partnership Shift How Investors View Its Imaging Strategy?

In January 2026, Avanos Medical and Siemens Healthineers announced a co-marketing agreement in the U.S. to promote an integrated ecosystem combining imaging and radiofrequency ablation technologies for outpatient and interventional pain care. This partnership highlights how Siemens Healthineers is aligning its imaging portfolio with shifting pain management procedures toward outpatient settings, aiming to improve workflow and consistency for ambulatory surgery centers and interventional pain...
XTRA:SAP
XTRA:SAPSoftware

SAP (XTRA:SAP) Valuation Check As AI Partnerships And S/4HANA Cloud Wins Reinforce Long Term Growth Story

SAP (XTRA:SAP) is back in focus after fresh industry recognition and new S/4HANA Cloud wins, including ADS TEC Energy’s public cloud rollout and Syngenta’s AI focused partnership, reinforced by recent commentary on SAP’s cloud driven growth. See our latest analysis for SAP. Even with fresh AI partnerships and S/4HANA Cloud wins in the headlines, SAP’s €195.54 share price sits below recent highs, with a 30 day share price return of 5.85% decline and a 1 year total shareholder return of 24.86%...
XTRA:MBG
XTRA:MBGAuto

What Mercedes-Benz Group (XTRA:MBG)'s India Tariff Opening Means For Shareholders

India’s recent move to cut import tariffs on select European Union cars to 40%, with plans for further phased reductions under a proposed free trade pact, could materially ease market access for manufacturers such as Mercedes-Benz. Because European brands currently account for less than 4% of India’s passenger car market, lower tariffs may meaningfully alter competitive positioning and product mix decisions for Mercedes-Benz as it reassesses the opportunity in one of the world’s largest auto...
XTRA:DHL
XTRA:DHLLogistics

MEDUSA SDP Logistics Mandate Might Change The Case For Investing In Deutsche Post (XTRA:DHL)

On 21 January 2026, CS Diagnostics Corp. announced that DHL, part of Deutsche Post, was selected to handle bulk and institutional shipments for the global rollout of its MEDUSA SDP diagnostics product across multiple B2B and B2C channels. This logistics partnership places DHL at the center of MEDUSA SDP’s international fulfillment network, underscoring its role in complex, healthcare-focused supply chains. Next, we’ll examine how DHL’s selection as the global logistics partner for MEDUSA SDP...