German Semiconductors Stock News

In early February 2026, Siemens Energy said it will invest US$1 billion over two years to expand US manufacturing of grid equipment and gas turbines, while its CEO acknowledged activist calls for a potential spin-off of the loss-making Siemens Gamesa wind unit once a clear path to profitability is established. Alongside this, Siemens Energy highlighted record order intake, a return to profitability with dividend reinstatement, and a turnaround plan targeting double-digit margins at Siemens...

KSB SE KGaA (XTRA:KSB) has caught investor attention after reporting growth in order intake and sales revenue, with its Pumps Segment performing strongly in the water market and EBIT expected to exceed the prior year. See our latest analysis for KSB SE KGaA. The recent update on order intake and the Pumps Segment’s performance comes after a strong run in the share price, with a 30 day share price return of 13.99% and a 1 year total shareholder return of 69.40%. This suggests momentum has been...

learnd SE ( FRA:LRND ) shares have had a really impressive month, gaining 173% after a shaky period beforehand...

Porsche Automobil Holding has reportedly reconsidered its electric vehicle rollout, with new CEO Michael Leiters weighing whether to scrap the planned 718 electric Boxster and Cayman models after development delays and cost overruns, as of early February 2026. This potential pullback highlights how weaker demand in China and the high cost of reversing earlier EV commitments are forcing Porsche to re‑prioritize where and how it spends on future technologies. We’ll now examine how this...

Deutsche Lufthansa AG has recently seen elevated pre-market trading activity on XETRA, as investors react to strong seasonal ticket demand, resilient cargo operations, and heightened attention ahead of its scheduled earnings release on 6 March 2026. This combination of seasonal passenger trends and cargo momentum is sharpening focus on how the airline balances growth ambitions with its existing leverage and capital expenditure requirements. Against this backdrop of strong seasonal demand, we...

As the European market shows signs of modest recovery, with the pan-European STOXX Europe 600 Index gaining 0.44% amidst mixed performances across major indices, investors are cautiously optimistic about future growth prospects. In such a climate, penny stocks—though an outdated term—remain relevant as they often represent smaller or newer companies that can offer unique investment opportunities. These stocks, when backed by strong fundamentals and financial resilience, present potential for...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Serviceware fair value estimate is €24.97 Current share price...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Despite an already strong run, Daldrup & Söhne Aktiengesellschaft ( ETR:4DS ) shares have been powering on, with a gain...

Key Insights Significant control over Fielmann Group by private companies implies that the general public has more...

The ATOSS Software SE ( ETR:AOF ) share price has fared very poorly over the last month, falling by a substantial 26...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

While SGL Carbon SE ( ETR:SGL ) might not have the largest market cap around , it saw a significant share price rise of...

In late January 2026, adidas AG announced a share repurchase program of up to €1,000 million, to be financed by its anticipated 2026 cash flows, with all repurchased shares intended for cancellation by the end of the program’s validity in 2026. Around the same time, adidas also ramped up brand visibility with a bold All-Star 2026 campaign featuring Anthony Edwards and an upcoming “All-Star” sneaker release, underlining its push to deepen engagement with basketball consumers. Next, we’ll look...

Infineon Technologies (XTRA:IFX) opened its 2026 financial year with Q1 revenue of €3.7b and basic EPS of €0.20, as investors weighed the latest quarterly print against a year of compressed profitability and one off effects. The company has seen quarterly revenue move from €3.9b in Q4 2024 to €3.9b in Q4 2025 and then €3.7b in Q1 2026, while basic EPS shifted from €0.29 in Q4 2024 to €0.18 in Q4 2025 and €0.20 in the latest quarter. This sets up a story where revenue resilience meets pressure...

Why the ARTEVO approval in China matters for Carl Zeiss Meditec (XTRA:AFX) Carl Zeiss Meditec (XTRA:AFX) just received clearance from China’s National Medical Products Administration for its ARTEVO 750 and ARTEVO 850 ophthalmic microscopes, expanding its surgical portfolio access in one of the world’s largest healthcare markets. See our latest analysis for Carl Zeiss Meditec. Despite the positive headline from the ARTEVO approvals in China, Carl Zeiss Meditec’s recent 30 day share price...

Fresh earnings guidance puts 2025 expectations in focus GEA Group (XTRA:G1A) has put 2025 earnings firmly on investors’ radar, issuing new guidance that points to reported EPS between €2.60 and €2.70, compared with €2.30 in the previous year. See our latest analysis for GEA Group. The new earnings guidance comes as GEA Group’s share price has climbed to €61.85, with a 30-day share price return of 7.10% and a 1-year total shareholder return of 22.56%. This indicates momentum that has been...

BMW Group has signed a multibillion-euro long-term agreement with ZF Friedrichshafen AG to supply and further develop 8-speed automatic transmissions for its passenger cars, with the contract running until the late 2030s to support future drive concepts and lower-emission mobility. Alongside this, BMW has reshaped its global sales leadership, most recently appointing new regional heads for China, Germany and Latin America, which, together with the secured transmission supply, underlines how...

In January 2026, Microsoft and the Mercedes-AMG PETRONAS F1 Team announced a multiyear partnership to embed Microsoft's technologies into race operations, aiming to boost efficiency, innovation and on-track performance for the globally followed Formula 1 outfit. By placing cloud, data and AI tools at the center of an elite motorsport program, the collaboration highlights how advanced technology is increasingly shaping both competitive outcomes and fan engagement in global sports franchises...

In January 2026, Redcare Pharmacy reported that Germany’s digital health agency gematik had issued draft PoPP specifications confirming continued support for smooth e-prescription redemption via the Shop Apotheke app, while phasing out the older CardLink-based VSDM++ process. The planned PoPP rollout not only maintains low-friction e-prescription use but also raises data security and introduces flexible, software-based authentication that could strengthen Redcare’s position in Germany’s...

Deutsche Post (XTRA:DHL) is in focus after DHL Group committed €10 million to a new Pharmaceutical Hub in Singapore, as part of a wider €500 million Asia-Pacific health logistics investment planned by 2030. See our latest analysis for Deutsche Post. These health logistics investments come as Deutsche Post’s 90 day share price return of 13.9% and year to date share price return of 5.2% suggest momentum has been firming. In addition, the 1 year total shareholder return of 51.0% points to strong...

Recent performance snapshot for SAP (XTRA:SAP) SAP (XTRA:SAP) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. See our latest analysis for SAP. With the share price now at €166.82 after a 1 month share price return of a 19.10% decline and a 1 year total shareholder return of a 37.84% decline, recent momentum looks weak compared with SAP’s stronger 3 and 5 year...

Porsche, part of Volkswagen, is reportedly considering cancelling its planned electric 718 Boxster and Cayman models. The rethink follows development delays and higher than expected expenses around the program. The potential shift comes as Porsche's new CEO Michael Leiters reviews the electric product roadmap and cost base. For Volkswagen (XTRA:VOW3), any change to Porsche's electric rollout touches a key part of the wider group's EV ambitions. The shares most recently traded at €106.0,...

Siltronic (XTRA:WAF) has flagged a continued challenging market environment for 2026. The company cited long term effects from the planned Burghausen plant closure, ongoing price pressure, and FX headwinds. Management also pointed to stress in segments dealing with elevated inventories, despite better than expected preliminary Q4 results and full year 2025 targets being met. For you as an investor, the update comes with Siltronic shares at €48.66 and a mixed return profile, with the stock...