Dutch Aerospace & Defense Stock News

ENXTAM:ASML
ENXTAM:ASMLSemiconductor

A Look At ASML Holding (ENXTAM:ASML) Valuation After Its Strong Recent Shareholder Returns

Why ASML Holding (ENXTAM:ASML) is back on investors’ radar ASML Holding (ENXTAM:ASML) has recently drawn attention after its shares closed at €1,195, against a backdrop of mixed short term moves and stronger returns over the past 3 months, year, and multi year periods. See our latest analysis for ASML Holding. ASML’s recent share price return has been mixed in the very short term, with a small daily gain and a 7 day pullback, but the 90 day share price return of 38.05% and 1 year total...
ENXTAM:BAMNB
ENXTAM:BAMNBConstruction

Assessing BAM (ENXTAM:BAMNB) Valuation As Investors Position For 2026 Earnings Report

Koninklijke BAM Groep (ENXTAM:BAMNB) heads into its 19 February 2026 earnings report with investor attention firmly on operating margins, project provisioning, and recent public private partnership contract activity. See our latest analysis for Koninklijke BAM Groep. At a share price of €9.97, Koninklijke BAM Groep has seen stronger buying interest in recent months, with a 30-day share price return of 5.95% and a 90-day share price return of 30.67%, set against a very large 5-year total...
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Valuation Check As Profitability Returns And Dividend And Growth Plans Advance

ArcelorMittal (ENXTAM:MT) is back in focus after confirming a €1.3b electric arc furnace project in Dunkirk, alongside a proposed quarterly dividend increase and guidance that points to higher 2026 steel production and shipments. See our latest analysis for ArcelorMittal. The recent Dunkirk EAF commitment, dividend proposal and 2026 production guidance sit against a strong run in the stock, with a 30 day share price return of 26.44% and a 1 year total shareholder return of 94.15%. This...
ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

Assessing Theon International (ENXTAM:THEON) Valuation After Record 2025 Results And Strong 2026 Guidance

Theon International (ENXTAM:THEON) is back in focus after issuing 2026 revenue guidance of €570 million to €600 million and affirming plans to distribute 20% to 30% of net income as dividends. See our latest analysis for Theon International. The shares have had a mixed few months, with a 10.29% 3 month share price return and a 6.29% 1 month share price decline. However, a 14.85% year to date share price return and a 110.59% 1 year total shareholder return suggest momentum has been building...
ENXTAM:BFIT
ENXTAM:BFITHospitality

European Growth Stocks Insiders Are Betting On

As European markets navigate volatility amid global concerns over AI disruption, the pan-European STOXX Europe 600 Index has managed to reach new highs, reflecting resilience in the region's economic landscape. In this environment, growth companies with high insider ownership often attract attention as they can signal confidence from those closest to the business.
ENXTAM:ABN
ENXTAM:ABNBanks

ABN AMRO Bank (ENXTAM:ABN) Valuation After 2025 Results Dividend Proposal And Updated 2028 Earnings Guidance

ABN AMRO Bank (ENXTAM:ABN) has released its fourth quarter and full year 2025 results, proposed a 2025 final dividend, and updated its 2028 earnings guidance, giving investors fresh information to assess the stock. See our latest analysis for ABN AMRO Bank. The latest results, dividend proposal and 2028 earnings guidance arrive after a 7.8% 90 day share price return but an 8.5% 1 month share price decline, while the 1 year total shareholder return of 79.1% suggests stronger longer term...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer Launches Medi Span Expert AI As Valuation Gap Widens

Wolters Kluwer Health has launched the Medi-Span Expert AI platform, targeting digital health tech developers. The platform is designed to integrate AI-ready medical intelligence into clinical, patient, and administrative workflows. The move expands Wolters Kluwer's role in healthcare technology and AI-enabled solutions. For investors watching ENXTAM:WKL, this launch comes at a time when the share price stands at €61.84 and the stock has seen a 29.7% decline year to date and a 64.7% decline...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML Bookings Jump As AI Data Center Demand Shapes 2026 Outlook

ASML Holding (ENXTAM:ASML) reports a 48% annual rise in net bookings, reflecting stronger demand for its lithography tools. Management highlights increased global orders linked to accelerated AI data center build outs by large tech companies. The company points to rising interest across its extreme ultraviolet (EUV) systems and is planning for additional capacity. These trends are being discussed in the context of expected semiconductor supply needs in 2026 and 2027. ASML Holding, listed as...
ENXTAM:WHA
ENXTAM:WHARetail REITs

The Bull Case For Wereldhave (ENXTAM:WHA) Could Change Following Higher Dividend And 2026 Guidance Update

In February 2026, Wereldhave N.V. reported its full-year 2025 results, with revenue of €215.86 million, net income of €73.34 million and basic earnings per share from continuing operations of €1.60, while also issuing 2026 direct result per share guidance of €1.85–€1.95. Alongside these figures, the company proposed a 4% higher dividend of €1.30 per share for 2025, signaling management’s willingness to return more cash to shareholders despite lower year-on-year net income. Next, we’ll...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Assessing Pharming Group (ENXTAM:PHARM) Valuation After 2026 Revenue Guidance For Joenja And RUCONEST

2026 revenue guidance puts Joenja and RUCONEST in focus Pharming Group (ENXTAM:PHARM) has issued earnings guidance for 2026, projecting total revenues between US$405 million and US$425 million. This outlook is framed around growth in Joenja and continued contributions from RUCONEST. See our latest analysis for Pharming Group. The 2026 revenue guidance comes after a mixed few months for the stock, with a 16.71% 1 month share price return decline and a 9.02% year to date share price return...
ENXTAM:LIGHT
ENXTAM:LIGHTElectrical

Signify (ENXTAM:LIGHT) Valuation Check After Libya Lighting Deal And US Patent Win

Signify (ENXTAM:LIGHT) has been in focus after signing a partnership with Libya’s National Development Agency to supply smart, energy efficient lighting, as well as securing a US legal win that upheld its LED technology patents. See our latest analysis for Signify. The Libya agreement and US patent win come as Signify’s €20.16 share price has seen a 1-day share price return of 1.46% but a year-to-date share price return decline of 6.75%, while the 1-year total shareholder return of 3.49%...
ENXTAM:KPN
ENXTAM:KPNTelecom

Assessing Koninklijke KPN (ENXTAM:KPN) Valuation After Recent Share Price Momentum

Koninklijke KPN stock overview Koninklijke KPN (ENXTAM:KPN) has drawn investor attention after recent share price moves, with a 1 day return of 1.86% decline contrasting with gains over the past week, month and past 3 months. Those shifts come against a backdrop of reported annual revenue of €5,829.0m and net income of €855.0m. These figures help frame how the current market price of €4.59 relates to recent company performance. See our latest analysis for Koninklijke KPN. While the 1 day...
ENXTAM:HEIJM
ENXTAM:HEIJMConstruction

Heijmans (ENXTAM:HEIJM) Valuation Check After Strong 2025 Results And Earnings Jump

Koninklijke Heijmans (ENXTAM:HEIJM) just released its 2025 full year results, reporting sales of €2,772 million and net income of €130 million, alongside higher basic and diluted earnings per share. See our latest analysis for Koninklijke Heijmans. The earnings release appears to have acted as a clear catalyst, with the share price at €79.35 after a 15.33% 1 day share price return. This caps a strong run that includes a very large 5 year total shareholder return and suggests momentum has been...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Why Adyen (ENXTAM:ADYEN) Is Down 20.9% After Soft 2026 Outlook Tempers Strong 2025 Results

In February 2026, Adyen reported second-half 2025 results showing 21% constant-currency net revenue growth and 23% EBITDA growth with a 55% margin, while also expanding partnerships with brands like Starbucks, Uber, and accesso and launching its AI-driven Personalize checkout service. Despite these product advances and client wins, Adyen’s cautious 2026 outlook and softer-than-expected guidance for net revenue and margins raised questions about how currency headwinds, regional slowdowns, and...
ENXTAM:CMCOM
ENXTAM:CMCOMSoftware

CM.com (ENXTAM:CMCOM) Returns To €0.9m Profit And Tests Loss-Focused Bear Narratives

CM.com (ENXTAM:CMCOM) has just posted its FY 2025 numbers with first half revenue of €124.3 million and basic EPS of €0.03, set against a trailing 12 month picture that still shows a net loss of €11.7 million on €264.2 million of revenue and EPS of €0.40 in the red. The company has seen revenue move from €134.4 million and EPS of €0.25 in the red in the first half of 2024 to €139.9 million and EPS of €0.43 in the red in the second half of 2024, before landing at the latest run rate. This...
ENXTAM:AD
ENXTAM:ADConsumer Retailing

Ahold Delhaize Q4 Update Highlights Online Growth And European Expansion

Ahold Delhaize (ENXTAM:AD) reports strong Q4 results, with online sales gaining momentum. The company confirms upgraded shareholder returns alongside its quarterly update. Delfood and Profi acquisitions are completed, adding scale to Ahold Delhaize's European footprint. Ahold Delhaize, the food retail group behind banners such as Albert Heijn and Food Lion, is leaning into its mix of supermarkets and online grocery to serve shoppers across Europe and the US. Recent Q4 results put a...
ENXTAM:JDEP
ENXTAM:JDEPFood

Assessing JDE Peet's (ENXTAM:JDEP) Valuation After Strong 1 Year Return And Conflicting Fair Value Views

How JDE Peet's is positioned for investors right now JDE Peet's (ENXTAM:JDEP) sits at the center of the global coffee and tea market, and investors are weighing its recent share performance against the company’s current fundamentals and longer term return profile. Over the past month the stock has seen a 0.8% decline, while performance over the past 3 months is slightly positive at 0.3%. Year to date, the move is a 0.8% decline, but the 1 year total return stands at 91.7%, with 3 year and 5...
ENXTAM:PRX
ENXTAM:PRXMultiline Retail

Prosus (ENXTAM:PRX) Valuation Check After Recent Share Price Weakness And Conflicting Fair Value Views

Recent share performance and business snapshot Prosus (ENXTAM:PRX) has seen recent share price pressure, with negative returns over the past week, month and past 3 months, prompting closer attention to how the market is treating its broad internet portfolio. The company focuses on e commerce and internet businesses across Asia, Europe, Latin America and North America, with platforms spanning classifieds, payments and fintech, food delivery, education technology, retail and ventures. See our...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

Assessing ASM International’s Valuation As AI Demand Fuels Interest In Advanced Chipmaking Tools

Why the recent AI driven attention matters for ASM International ASM International (ENXTAM:ASM) is drawing fresh attention as chipmakers scale up advanced equipment needs for AI and cloud data centers, putting its atomic layer deposition and related tools in sharper focus for investors. See our latest analysis for ASM International. The recent excitement around AI exposed equipment has coincided with a strong 90 day share price return of 36.58% and a 1 year total shareholder return of 21.89%,...
ENXTAM:WHA
ENXTAM:WHARetail REITs

Assessing Wereldhave (ENXTAM:WHA) Valuation After 2025 Results Guidance And Dividend Increase

Earnings, guidance and dividend move Wereldhave into focus Wereldhave (ENXTAM:WHA) is back on investors’ radar after its 2025 results combined higher reported revenue of €215.86 million with lower net income of €73.34 million and a proposed 4% dividend increase to €1.30 per share. The company also issued 2026 guidance, targeting a direct result per share between €1.85 and €1.95. This gives shareholders fresh numbers to weigh alongside the full year earnings and revised payout proposal. See...
ENXTAM:KPN
ENXTAM:KPNTelecom

KPN Reshapes Capital Structure With Debt Tender Offers And Share Buyback

Koninklijke KPN (ENXTAM:KPN) has launched tender offers to repurchase outstanding notes maturing in 2026 and 2029 as part of a broad debt management effort. The company expects settlement of these offers soon, aligning near term liabilities with its current funding plans. KPN has also started executing a substantial share buyback program, returning capital to shareholders alongside its balance sheet actions. KPN, a major telecom operator in the Netherlands, is a core provider of fixed and...