XTRA:NDX1
XTRA:NDX1Electrical

How Investors Are Reacting To Nordex (XTRA:NDX1) New 1.16 GW Multi‑Country Wind Turbine Orders

In early January 2026, Nordex SE announced multiple new wind turbine orders across Canada, France, Belgium, Portugal and Spain, totaling over 1.16 GW of capacity and including long-term service agreements and first deployments of its N175/6.X model in Canada and Spain. These geographically diverse, multi-year orders highlight steady demand for Nordex’s newer turbine platforms and reinforce the company’s service-led, recurring revenue model across several key wind power markets. Next, we will...
XTRA:ALV
XTRA:ALVInsurance

Allianz (XTRA:ALV) Valuation Check As New Anthropic AI Partnership Draws Fresh Attention

Allianz (XTRA:ALV) has moved into the spotlight after announcing a global partnership with Anthropic to roll out responsible AI tools across its insurance operations, coding workflows and workforce training programs. See our latest analysis for Allianz. Despite the buzz around responsible AI, Allianz’s €379.8 share price has had a softer start to the year, while its 1-year total shareholder return of 34.03% and 3-year total shareholder return of about 2x suggest longer term momentum is still...
XTRA:BMW
XTRA:BMWAuto

Assessing BMW (XTRA:BMW) Valuation After Recent Share Price Volatility

With no single headline event driving attention, Bayerische Motoren Werke (XTRA:BMW) has been drawing interest due to its recent share performance and fundamentals, as investors reassess exposure to large European automakers. See our latest analysis for Bayerische Motoren Werke. Recent trading has been choppy, with a 1 day share price return showing a 2.23% decline and a 7 day share price return showing a 4.92% decline. The 90 day share price return of 12.14% sits alongside a 1 year total...
XTRA:BAYN
XTRA:BAYNPharmaceuticals

Is Bayer (XTRA:BAYN) Resetting Or Repricing After A 1 Year Near-Double In Shares?

If you are trying to work out whether Bayer is genuinely good value or just looks cheap on the surface, you will want a clear view of how the market is currently pricing the stock. The share price sits at €38.95, with returns of 2.4% over the past week, 6.9% over the last month, 2.5% year to date, and 99.6% over the past year, while the 3 year and 5 year returns are 28.2% and 17.2% declines respectively. These mixed results, with a very strong 1 year return against weaker multi year...
XTRA:SIE
XTRA:SIEIndustrials

Is Siemens (XTRA:SIE) Quietly Recasting Its Moat Around AI-Powered Industrial Digital Twins?

Earlier this month, Siemens and partners including NVIDIA, Universal Robots, Robotiq, PepsiCo and Commonwealth Fusion Systems expanded collaborations around AI-driven industrial digital twins, alongside Siemens’ launch of its new Digital Twin Composer software for building photorealistic, data-connected “industrial metaverse” environments. Together, these moves reinforce Siemens’ push to embed industrial AI and simulation across design, manufacturing and infrastructure, positioning its...
XTRA:IFX
XTRA:IFXSemiconductor

Is Infineon’s Silicon Carbide EV Push And Dividend Policy Reframing Its Investment Case (XTRA:IFX)?

Infineon Technologies AG has confirmed an annual dividend of €0.35 per share, payable on February 24, 2026, with the ex-dividend date on February 20 and record date on February 23. Alongside this shareholder payout, Infineon’s push into Silicon Carbide solutions for wireless electric vehicle charging highlights its increasing exposure to emerging power electronics applications. We’ll now explore how Infineon’s expanding Silicon Carbide role in wireless EV charging could influence its...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM) Valuation Check As Geopolitical Tensions Renew Interest In Defense Stocks

Rheinmetall (XTRA:RHM) is back in focus after rising interest in defense stocks tied to recent geopolitical tensions, including US activity around Venezuela and an incident involving a Russian oil tanker. See our latest analysis for Rheinmetall. The recent geopolitical headlines seem to have fed into Rheinmetall’s momentum, with a 7 day share price return of 9.28% and a 30 day share price return of 17.70% on the way to a year to date gain of 18.73%. Meanwhile, the 1 year total shareholder...
XTRA:LEG
XTRA:LEGReal Estate

Did Analyst Confidence and Insider Buying Just Reframe LEG Immobilien's (XTRA:LEG) Platform-Model Narrative?

In recent days, analysts have reiterated strong confidence in LEG Immobilien SE, highlighting its transition toward a scaled, platform-style housing operator focused on efficiency, affordability, and ESG-oriented energy upgrades under Germany’s tight regulatory framework. What stands out is the combination of a strong buy analyst consensus and increased insider buying, suggesting that both external analysts and internal stakeholders see the company’s platform model and operational resilience...
XTRA:EVT
XTRA:EVTLife Sciences

Evotec (XTRA:EVT) Is Up 17.3% After Landing €250m Sanofi Alliance And IR Overhaul – Has The Bull Case Changed?

Evotec SE recently entered a five-year multi-component alliance with Sanofi, featuring a minimum guaranteed commitment of €250 million and an upfront payment of more than €40 million, while also appointing Dr. Sarah Fakih as Executive Vice President, Head of Global Communications and Investor Relations to integrate its communications and investor outreach. The combination of a large, multi-year Sanofi commitment across Evotec’s Execute and Innovate segments and a strengthened investor...
XTRA:SAP
XTRA:SAPSoftware

Assessing SAP (XTRA:SAP) Valuation After Wells Fargo Endorsement And New AI Growth Initiatives

Recognition from Wells Fargo as its preferred software name, new AI products for retail, deeper AI use in consulting with KPMG, and fresh regional leadership have put SAP (XTRA:SAP) firmly in focus for investors. See our latest analysis for SAP. These AI announcements and the recognition from Wells Fargo come as SAP trades at €213.1, with a 7 day share price return of 3.35% and a year to date share price return of 5.52%. The 1 year total shareholder return of an 11.84% decline contrasts with...