XTRA:SAP
XTRA:SAPSoftware

SAP Buyback And AI Push Confront Weak Cloud Sentiment And Valuation

SAP (XTRA:SAP) launched a €10b share buyback program following its recent earnings release. The company highlighted ongoing integration of AI into core products, including customer specific AI capabilities. Management pointed to new AI partnerships, such as with Syngenta, as part of a broader push in the application layer. A cautious cloud outlook accompanied the update and was followed by a sharp market reaction and sector wide concerns. SAP enters this phase with its share price at...
XTRA:TKA
XTRA:TKAMetals and Mining

Thyssenkrupp Rothe Erde Stake Sale Talks Test Valuation And Momentum

Thyssenkrupp is reported to be exploring the sale of around 30% of its Rothe Erde bearings unit. The discussions are described as being at an early stage, with no final decision disclosed. Rothe Erde supplies bearings used across global industrial supply chains, so any stake sale could influence how this business is run in future. XTRA:TKA is currently trading at €11.18, with the share price data reflecting strong multi year returns, including 217.8% over the past 1 year and 116.5% over 3...
XTRA:NDX1
XTRA:NDX1Electrical

A Look At Nordex (XTRA:NDX1) Valuation After New 700 MW VERBUND Green Power Agreement

VERBUND Green Power’s new framework agreement with Nordex (XTRA:NDX1) for up to 700 MW of onshore wind turbines across six European markets through 2030 puts a sizeable and project dependent pipeline in focus. See our latest analysis for Nordex. The VERBUND framework agreement lands at a time when Nordex’s share price has picked up, with a 30 day share price return of 18.63% and a 90 day share price return of 31.42%, while the 1 year total shareholder return of 212.55% points to strong longer...
XTRA:VOW3
XTRA:VOW3Auto

Volkswagen (XTRA:VOW3) Valuation Check As India Moves To Cut Tariffs On European Car Imports

India’s plan to cut import tariffs on European cars from levels as high as 110% to 40%, with further reductions ahead, puts Volkswagen (XTRA:VOW3) in sharper focus for investors monitoring the company’s global exposure. See our latest analysis for Volkswagen. These India tariff headlines sit alongside other recent developments, such as Volkswagen reconsidering a potential Audi plant in the U.S. because of tariff costs and expanding autonomous truck trials through its Traton and PlusAI tie up...
XTRA:PUM
XTRA:PUMLuxury

Is Puma (XTRA:PUM) Pricing Look Interesting After Recent Rebound And Long Term Slide

If you are wondering whether PUMA’s share price reflects its true worth today, you are not alone. This article is all about what the current price might be implying about value. PUMA shares recently closed at €23.35, with returns of 9.0% over the last 7 days and 6.2% over the last 30 days, although the 1 year return of a 22.8% decline and multi year returns show a much weaker picture. Recent coverage around PUMA has focused on how investors are reassessing global sportswear names and their...
XTRA:ADS
XTRA:ADSLuxury

Is adidas (XTRA:ADS) Starting To Look Interesting Again After 43% One Year Share Price Slide

If you are wondering whether adidas shares are starting to look interesting again, the key question is how the current price lines up with the value of the business. The stock last closed at €144.55, after a 5.2% decline over the past week, a 14.1% decline over the past month, a 13.6% decline year to date, and a 43.1% decline over the last year, with a 0.4% decline over three years and a 45.0% decline over five years. These moves sit against a backdrop of ongoing brand and competitive...
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...