XTRA:8TRA
XTRA:8TRAMachinery

Is Traton (XTRA:8TRA) Trading Near-Term Volume Weakness for an Autonomous Trucking Future?

In January 2026, Traton SE reported preliminary figures showing its fourth-quarter 2025 sales fell to 81,000 units and full-year 2025 sales to 305,500 units, both lower than the prior year’s volumes. Alongside this sales slowdown, Traton and autonomous driving company PlusAI moved to expand their partnership to accelerate deployment of self-driving trucks in the U.S. and Europe, underscoring a push toward advanced technology despite weaker unit volumes. With this combination of softer 2025...
XTRA:ADS
XTRA:ADSLuxury

Assessing Adidas (XTRA:ADS) Valuation After RBC And Goldman Sachs Downgrades And 2026 Target Concerns

Recent downgrades from RBC and Goldman Sachs put adidas (XTRA:ADS) under closer scrutiny, as concerns build around its China exposure, margin resilience, and the credibility of its 2026 ambitions. See our latest analysis for adidas. The share price has retreated over recent months, with a 30 day share price return of 10.55% and a year to date share price return of a 12.16% decline. The 1 year total shareholder return of 41.48% contrasts with a modest 3 year total shareholder return of 1.43%,...
XTRA:PUM
XTRA:PUMLuxury

Anta Becomes Puma’s Largest Shareholder As Long Term Story Evolves

Anta Sports has agreed to acquire a 29% stake in PUMA, making it the company’s largest shareholder. The deal links one of China’s biggest sportswear groups with PUMA, listed as XTRA:PUM in Germany. The partnership is expected to shape future cooperation between the two brands in international markets. PUMA shares last closed at €23.58, with the stock up 9.7% over the past week and 9.4% over the past month. Even with these recent gains, the share price remains lower on a longer view, with a...
XTRA:DEZ
XTRA:DEZMachinery

Is DEUTZ (XTRA:DEZ) Rewiring Its Investment Story With Cleaner Powertrain Technologies?

In recent updates, Deutz AG highlighted its transition away from traditional diesel engines toward cleaner, more efficient hybrid and electrified powertrain technologies to meet tightening emissions requirements in core industrial sectors. This shift not only aligns Deutz with global climate targets, it also reframes the company as a future-focused supplier to construction, agriculture, and material-handling customers seeking lower-emission machinery. We will now examine how Deutz’s push...
XTRA:AFX
XTRA:AFXMedical Equipment

A Look At Carl Zeiss Meditec (XTRA:AFX) Valuation After Its Fiscal 2025/26 Guidance Revision

Why Carl Zeiss Meditec is back on investors’ radars Carl Zeiss Meditec (XTRA:AFX) recently warned that its fiscal 2025/26 revenue and EBITA margin targets are unlikely to be met, putting its earnings outlook under formal review and drawing fresh attention to the stock. See our latest analysis for Carl Zeiss Meditec. The guidance revision appears to have reset expectations quickly, with a 1 day share price return of 3.75% decline and a 7 day share price return of 21.88% decline at €27.70. The...
XTRA:IFX
XTRA:IFXSemiconductor

Assessing Infineon Technologies (XTRA:IFX) Valuation After Raised AI Targets And Growing Infrastructure Role

Infineon Technologies (XTRA:IFX) is back in focus after raising its AI related revenue target for fiscal 2026 to about €1.5b, alongside new partnerships and investor attention ahead of the 4 February earnings call. See our latest analysis for Infineon Technologies. The raised AI revenue ambition and new partnerships appear to align with recent market action, with the share price at €42.205 and a 30 day share price return of 14.94%. Momentum has been positive, reflected in a 90 day share price...
XTRA:JEN
XTRA:JENElectronic

What Jenoptik (XTRA:JEN)'s Sudden Low-Volume Sell-Off Means For Shareholders

On 26 January 2026, Jenoptik AG’s shares experienced a sharp, company-specific sell-off that far exceeded the broader technology sector’s weakness, pointing to an unexpected catalyst. The magnitude of the move, combined with relatively low reported trading volume, suggests investors are waiting for clearer information from management before repositioning. With Jenoptik’s recent returns still positive, we’ll examine how this unexplained, company-specific shock could influence the company’s...
XTRA:SHA0
XTRA:SHA0Auto Components

Is Schaeffler (XTRA:SHA0) Quietly Repositioning Itself as a Core Humanoid Robotics Enabler?

Schaeffler AG has appointed Maximilian Fiedler as Regional Chief Executive Officer Asia/Pacific and entered a technology partnership under which British company Humanoid will work with Schaeffler to develop and supply key actuators for humanoid robots, while Schaeffler plans to deploy several hundred humanoids across its plants over the next five years. This combination of leadership change and deeper push into humanoid robotics and AI-supported automation highlights how Schaeffler is tying...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen Weighs India Tariff Opening Against Paused US Expansion Plans

India moves to cut car import tariffs for EU automakers, potentially opening the door for greater Volkswagen exposure to the Indian market. Volkswagen pauses plans for a new US based Audi factory, citing uncertainty around US EU trade policy. The company is reassessing how to allocate capital between India and North America as trade rules evolve. Volkswagen, traded as XTRA:VOW3, sits at a current share price of €102.3, with the stock up 5.1% over the past week and 11.5% over the past year...
XTRA:SZU
XTRA:SZUFood

Assessing Südzucker (XTRA:SZU) Valuation After Q3 Profit Return And Nine Month Net Loss Shift

Südzucker (XTRA:SZU) has drawn fresh attention after reporting third quarter results that moved from a €119 million loss to €3 million net income, even as sales and nine month earnings figures shifted lower. See our latest analysis for Südzucker. The recent return to profit in the third quarter, alongside Südzucker’s upcoming appearance at the German Corporate Conference, comes after a 30 day share price return of 6.4% and a year to date share price return of 5.17%, even though the 1 year...
XTRA:HFG
XTRA:HFGConsumer Retailing

Assessing HelloFresh (XTRA:HFG) Valuation After Recent Share Price Swings

What the recent share performance suggests HelloFresh (XTRA:HFG) has seen a mixed share price pattern, with a 1 day decline, a gain over the past week, and negative returns over the month and past 3 months. This may prompt investors to reassess expectations. See our latest analysis for HelloFresh. At a share price of €5.674, HelloFresh has seen short term momentum cool after recent gains, with the 7 day share price return of 5.66% set against a year to date share price return of 4.22% decline...
XTRA:BMW
XTRA:BMWAuto

India Tariff Cuts Put BMW Valuation And Growth Prospects In Focus

India plans to significantly reduce tariffs on European car imports as part of an EU India free trade agreement. The move is set to open the Indian market further to European automakers such as Bayerische Motoren Werke (XTRA:BMW). This tariff shift targets one of the fastest growing global car markets and could affect BMW's long term regional approach. Bayerische Motoren Werke, listed as XTRA:BMW, is a major premium car and motorcycle manufacturer with a broad global footprint. India’s...
XTRA:TLX
XTRA:TLXInsurance

Assessing Talanx (XTRA:TLX) Valuation After Recognition For Profit Growth And Rising Dividends

Talanx (XTRA:TLX) is back in focus after being recognized for consistent profit growth and rising dividends, a combination that has strengthened investor confidence in its stability and cash generation profile. See our latest analysis for Talanx. At a share price of €104.1, Talanx has had a softer patch recently, with a 30 day share price return of 8.44% and a year to date share price return of 7.30%. However, the 1 year total shareholder return of 30.30% and 5 year total shareholder return...
XTRA:NDX1
XTRA:NDX1Electrical

Did VERBUND’s 700 MW Wind Framework Just Shift Nordex’s (XTRA:NDX1) Investment Narrative?

In January 2026, VERBUND Green Power announced a multi-year framework agreement with Nordex for the potential supply of up to 700 MW of onshore wind turbines across Austria, Germany, Spain, Italy, Romania and Albania through 2030. This framework could cover about half of VERBUND Green Power’s wind project pipeline, positioning Nordex as a key equipment partner in VERBUND’s planned shift toward a larger wind and solar generation mix. Next, we’ll examine how this long-term 700 MW framework...
XTRA:SAP
XTRA:SAPSoftware

Is There Now An Opportunity In SAP (XTRA:SAP) After Its Recent Share Price Slump

If you are wondering whether SAP at around €200.95 is still a quality name at a fair price, the key question is how its current market value compares with what you are actually getting as a shareholder. The stock is up 2.5% over the last week, even though the 30 day return shows a 3.2% decline and the return over the last year is a 22.4% decline, which may change how investors think about its potential and its risks. Recent coverage has focused on SAP's position as a major enterprise...
XTRA:DHL
XTRA:DHLLogistics

Assessing Deutsche Post (XTRA:DHL) Valuation After DHL Wins MEDUSA SDP Global Logistics Role

MEDUSA SDP rollout puts DHL in focus Deutsche Post (XTRA:DHL) is attracting fresh attention after CS Diagnostics Corp. selected DHL to handle bulk and institutional shipments for the global rollout of its MEDUSA SDP health diagnostic product. See our latest analysis for Deutsche Post. The MEDUSA SDP logistics win comes as Deutsche Post’s share price sits at €46.32, with a 15.05% 90 day share price return contrasting with a slightly negative year to date move. The 1 year total shareholder...
XTRA:SRT3
XTRA:SRT3Life Sciences

Sartorius’ Expanded ISCC Plus Network Could Be A Game Changer For Sartorius (XTRA:SRT3)

Sartorius AG recently expanded its bio-circular product offering, securing ISCC Plus certification for additional production sites in Germany and Tunisia to use renewable raw materials in PFAS-free filters and single-use fluid management technologies. This move deepens Sartorius’ alignment with sustainability-focused bioprocessing by cutting fossil-based plastic use while keeping its equipment compatible with existing biopharma workflows. Next, we’ll examine how Sartorius’ broader ISCC...
XTRA:P911
XTRA:P911Auto

Porsche’s 2025 Delivery Decline Could Be A Game Changer For Dr. Ing. h.c. F. Porsche (XTRA:P911)

Dr. Ing. h.c. F. Porsche AG reported that worldwide vehicle deliveries for the year ended December 2025 fell to 279,449 units from 310,718 a year earlier, signalling softer demand or supply constraints across its global footprint. This contraction in deliveries provides a concrete data point on how Porsche’s performance is evolving across key markets and model lines. We’ll now examine how the reduction in worldwide deliveries shapes Porsche’s investment narrative and what it may imply for...
XTRA:OHB
XTRA:OHBAerospace & Defense

Assessing OHB (XTRA:OHB) Valuation After Raised Earnings Guidance Through 2028

Guidance shift puts OHB (XTRA:OHB) in focus OHB (XTRA:OHB) has drawn fresh attention after raising earnings guidance for 2026 and 2027 and issuing new 2028 targets, outlining revenue and EBIT margin expectations through the next three years. See our latest analysis for OHB. The guidance update has coincided with sharp share price momentum, with OHB posting a 1 month share price return of 98.31% and a year to date share price return of 89.47%. The 1 year total shareholder return is very large,...