XTRA:BAYN
XTRA:BAYNPharmaceuticals

Bayer (XTRA:BAYN) Valuation Check as FDA Wins and New Clinical Trials Draw Investor Attention

Bayer (XTRA:BAYN) has been busy, and the stock is catching more eyeballs as a result, with fresh headlines spanning FDA clearances, new trial launches, and regulatory filings across imaging, women’s health, and rare disease. See our latest analysis for Bayer. All of this clinical and regulatory progress seems to be feeding into sentiment, with a roughly 72.9% year to date share price return contrasting sharply with a negative three year total shareholder return. This suggests momentum is...
XTRA:PAH3
XTRA:PAH3Auto

Porsche Automobil Holding (XTRA:PAH3) Is Up 7.8% After Deeper Cost Cuts And Margin Guidance Slump – Has The Bull Case Changed?

Porsche Automobil Holding has implemented a tougher cost-cutting programme at its Zuffenhausen plant and Weissach R&D centre, including outsourcing, reduced bonuses, fewer apprentices, delayed EV launches, and now expects just 0–2% margins after reporting an operating loss of almost €1 billion in Q3 2025. This marked Porsche’s first quarterly loss since its IPO and coincided with its removal from the DAX index, underscoring investor concern about both execution risk in EVs and the pressure...
XTRA:UN0
XTRA:UN0Renewable Energy

Uniper (XTRA:UN0): Assessing Valuation After a Recent Share Price Rebound

Uniper (XTRA:UN0) has quietly climbed about 16% over the past month, even as its one year return is still negative. That kind of rebound naturally raises questions about what has really changed. See our latest analysis for Uniper. Zooming out, that 15.5% one month share price return looks more like a short term reset after a tough stretch. The year to date share price is still notably negative and the five year total shareholder return is deeply underwater, suggesting momentum is only just...
XTRA:RHM
XTRA:RHMAerospace & Defense

Rheinmetall (XTRA:RHM): Reassessing Valuation After Record Order Backlog and Bold Defence Expansion Plans

Rheinmetall (XTRA:RHM) just paired strong sales growth with a record €64 billion order backlog, powered by fresh NATO and European ammunition deals. This puts its long term defence expansion plans firmly in the spotlight. See our latest analysis for Rheinmetall. Those blockbuster defence orders arrive after a sharp run up in the shares, with a year to date share price return of around 151%. However, the 3 month share price return is currently negative, while the 5 year total shareholder...
XTRA:IFX
XTRA:IFXSemiconductor

Is It Too Late to Consider Infineon After Recent Share Price Gains?

Wondering if Infineon Technologies is still a smart buy at today’s price, or if most of the upside is already baked in? Let us unpack what the market might be missing in the valuation. The stock has climbed 5.6% over the last week, 6.2% over the past month, and is up 17.0% year to date, which suggests investors are steadily pricing in stronger prospects and possibly a higher tolerance for risk. Recently, the narrative around Infineon has been shaped by growing interest in power...
XTRA:BMW
XTRA:BMWAuto

BMW (XTRA:BMW) Valuation Check After 28% One-Year Rally

Bayerische Motoren Werke (XTRA:BMW) has been quietly grinding higher, with the stock up about 9% over the past month and roughly 28% in the past year. This performance is prompting a fresh look at its valuation. See our latest analysis for Bayerische Motoren Werke. With the share price now at $89.18 and a solid 1 year total shareholder return of about 28%, BMW has shifted from recovery mode to building momentum, as investors warm to its earnings resilience and transition strategy. If BMW’s...
DB:PHH2
DB:PHH2Medical Equipment

Paul Hartmann Leads 3 Undiscovered Gems in Europe

As European markets experience a positive upswing, with the pan-European STOXX Europe 600 Index climbing 2.35% and major single-country indexes also showing gains, investors are increasingly interested in uncovering lesser-known opportunities within this dynamic region. In light of these favorable market conditions, identifying stocks that exhibit strong fundamentals and resilience to economic fluctuations can be particularly rewarding for those seeking potential growth in Europe's diverse...
XTRA:RHM
XTRA:RHMAerospace & Defense

The Bull Case For Rheinmetall (XTRA:RHM) Could Change Following Record Backlog And NATO-Focused Expansion Plans - Learn Why

Rheinmetall recently reported strong sales growth and a record order backlog of roughly €64.00 billion, supported by new NATO-linked contracts for HERO loitering munitions and large ammunition orders across Europe. By pairing this very large backlog with plans to expand production capacity within NATO countries and refocus on pure-play defence, the company is aiming to convert surging demand into higher margins and stronger cash generation over the coming years. Next, we'll examine how...
XTRA:M8G
XTRA:M8GMedia

3 European Growth Companies Where Insiders Own At Least 10%

The European stock markets have shown positive momentum, with the pan-European STOXX Europe 600 Index closing 2.35% higher and major single-country indexes also experiencing gains. Amidst this backdrop of market optimism and relatively subdued inflation, growth companies with high insider ownership can be appealing to investors as they often signal strong confidence from those closest to the business.
DB:TNIE
DB:TNIELeisure

European Value Stocks Priced Below Estimated Worth

As European markets experience a positive upturn, with the pan-European STOXX Europe 600 Index closing 2.35% higher and major single-country indexes also on the rise, investors are increasingly turning their attention to value stocks that may be priced below their estimated worth. In such an environment, identifying stocks that are undervalued can offer opportunities for investors seeking to capitalize on potential market inefficiencies and favorable economic conditions.
XTRA:SIE
XTRA:SIEIndustrials

Is Siemens Fairly Priced After Energy Contracts and Recent Share Price Dip?

Curious whether Siemens stock is a bargain right now? Let’s dive in and see how the numbers stack up for investors looking for value. Recently, Siemens shares have experienced a range of movement. The stock has climbed 20.5% year-to-date and 22.6% over the past year. However, it also saw a noticeable dip of 7.2% in the last 30 days. One key reason for these shifts is that Siemens has been in the headlines, with investor sentiment influenced by new contracts in energy infrastructure and...