ENXTAM:ASML
ENXTAM:ASMLSemiconductor

Why ASML Holding (ENXTAM:ASML) Is Up 6.5% After AI Capex-Driven Analyst Upgrades And What's Next

In recent weeks, analysts including Morgan Stanley, UBS and RBC have turned increasingly positive on ASML, highlighting its central role in supplying advanced EUV lithography tools to chipmakers ramping investment for AI-related capacity. An important takeaway is that much of this renewed enthusiasm stems from capital spending plans at key customers such as TSMC, which directly influence expected demand for ASML’s high-end equipment and services. With ASML’s shares posting solid short-term...
ENXTAM:SBMO
ENXTAM:SBMOEnergy Services

SBM Offshore (ENXTAM:SBMO) Valuation Check After Barclays Upgrade And Growing Sector Optimism

Analyst upgrade puts SBM Offshore in focus A recent Barclays upgrade has pushed SBM Offshore (ENXTAM:SBMO) into the spotlight, with the bank citing expectations of positive company specific news and a more supportive backdrop for European energy services. See our latest analysis for SBM Offshore. The recent upgrade comes on the back of strong momentum, with a 20.8% 30 day share price return and a 32.3% 90 day share price return, while the 1 year total shareholder return of 72.0% points to...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

What Wolters Kluwer (ENXTAM:WKL)'s Libra AI Content Integration Means For Shareholders

Earlier in January 2026, Wolters Kluwer Legal & Regulatory integrated its legal content into the Libra AI workspace in Germany, extending a rollout that began in the Netherlands and allowing legal professionals to handle research, drafting, review, and analysis in a single environment. This move highlights how Wolters Kluwer is combining acquired AI technology with its curated content portfolio to deepen its role in technology-enabled legal workflows. Next, we will examine how integrating...
ENXTAM:OCI
ENXTAM:OCIChemicals

European Penny Stocks Under €800M Market Cap: Top 3 Picks To Consider

The European market has shown resilience, with the pan-European STOXX Europe 600 Index ending 0.77% higher, supported by robust economic data and earnings results. For investors willing to explore beyond well-known names, penny stocks—often smaller or newer companies—can present intriguing opportunities. While the term might seem outdated, these stocks can offer a mix of affordability and growth potential when backed by strong financials.
ENXTAM:INGA
ENXTAM:INGABanks

ING Groep Board Change Puts Focus On Oversight And Valuation

ING Groep (ENXTAM:INGA) announced the planned departure of Supervisory Board member Herna Verhagen. Verhagen will step down from the Supervisory Board and as chairwoman of the Remuneration Committee. She will also leave her roles on key governance, corporate governance and risk related committees. The changes mark a reshuffle in ING's boardroom oversight structure. For a large European banking group such as ING Groep, board composition and committee leadership are central elements of how...
ENXTAM:HEIO
ENXTAM:HEIOBeverage

Heineken Holding (ENXTAM:HEIO) Valuation Check As Share Buyback Programme Continues

Heineken Holding share buyback programme update Heineken Holding (ENXTAM:HEIO) has continued executing the first tranche of its share buyback programme, repurchasing shares on exchange as part of a planned capital return of up to approximately €750 million. See our latest analysis for Heineken Holding. The ongoing buyback comes during a softer patch for the shares, with a 7 day share price return of 2.5% and a year to date share price return of 2.6%. The 1 year total shareholder return of...
ENXTAM:APAM
ENXTAM:APAMMetals and Mining

What Aperam (ENXTAM:APAM)'s New Slink Motor Technology Means For Shareholders

On 20 January 2026, Aperam announced its new “slink” production method, which adapts in-plane helical bending to iron‑cobalt alloys to manufacture stators and rotors for high‑performance electric motors while sharply cutting material waste. By pairing its AFK iron‑cobalt alloys with this process, Aperam is targeting more efficient, compact electric propulsion systems for aviation, eVTOL aircraft, and hypercars, supporting longer‑term ambitions for lower‑carbon mobility. We will now examine...
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML Rides AI Chip Upcycle As Tariff Risks Shadow EUV Momentum

ASML Holding sits at the center of a major upcycle in advanced chip manufacturing as AI related spending accelerates. Key customers like TSMC are increasing capital expenditure, with growing interest in ASML's High-NA EUV systems. Multiple global banks have recently reinforced a strongly positive view of ASML's role in EUV lithography. At the same time, fresh tariff threats between the US and Europe are adding geopolitical risk for equipment shipments. ASML Holding (ENXTAM:ASML) is drawing...
ENXTAM:THEON
ENXTAM:THEONAerospace & Defense

What Theon International (ENXTAM:THEON)'s New US Army Headgear Partnership Means For Shareholders

Team Wendy Ceradyne and Theon International Plc recently announced a partnership under a US Army DEVCOM Soldier Center-funded initiative to develop an Integrated Multi-Threat Headborne System that combines advanced ballistic protection, electronics, and integrated communications for future soldier needs. This collaboration places Theon at the core of a modular, upgradeable headgear ecosystem alongside Invisio and Revision, potentially increasing its relevance in next-generation military...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Assessing Wolters Kluwer (ENXTAM:WKL) Valuation After Libra Legal AI Integration Expands In Germany

How the Libra legal AI integration could matter for Wolters Kluwer shares The latest interest around Wolters Kluwer (ENXTAM:WKL) centers on its decision to fold curated legal content into the Libra legal AI workspace in Germany, following an earlier rollout in the Netherlands. For you as an investor, this product move highlights how the Libra Technology acquisition is now feeding into a more integrated legal workflow platform, where AI tools sit directly alongside Wolters Kluwer’s existing...
ENXTAM:INGA
ENXTAM:INGABanks

Is It Too Late To Reassess ING Groep (ENXTAM:INGA) After Its Strong Five-Year Run?

If you are looking at ING Groep and wondering whether the recent share price still offers value, you are not alone. Many investors are asking the same question right now. The stock has seen mixed returns recently, with a 2.6% decline over the last 7 days, a 1.7% gain over 30 days, a 0.7% decline year to date, and a 62.4% gain over the last year, alongside a 134.5% 3 year return and a very large 5 year return of 361.2%. These moves sit against a backdrop of ongoing interest in large European...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen’s New SNAP EBT Partnerships Could Be A Game Changer For Adyen (ENXTAM:ADYEN)

In January 2026, Forage and Benji Pays each announced new partnerships with Adyen, extending its platform to power SNAP EBT payments for U.S. merchants and integrated payment processing for Benji Pays customers. These collaborations highlight how Adyen’s unified commerce and platform capabilities can help merchants address specialized needs like SNAP compliance and embedded payments with minimal operational change. We’ll now examine how Adyen’s expanded SNAP EBT acceptance for U.S. merchants...
ENXTAM:CVC
ENXTAM:CVCCapital Markets

Should AIG-Backed Secondaries and Credit Mandates Reframe CVC Capital Partners’ (ENXTAM:CVC) Fundraising Expansion Narrative?

American International Group, Inc. and CVC Capital Partners recently announced a long-term partnership that includes up to US$1.50 billion from AIG’s existing private equity portfolio to seed CVC’s new private equity secondaries evergreen platform, alongside plans for up to US$2.00 billion in separately managed credit accounts and funds. This arrangement not only gives CVC immediate scale in secondaries and customized credit mandates, it also positions the firm as a key solutions provider...
ENXTAM:ASM
ENXTAM:ASMSemiconductor

ASM International (ENXTAM:ASM) Is Up 10.1% After AI-Fueled Semiconductor Optimism Lifts Equipment Suppliers

In recent trading, ASM International gained ground after buoyant sentiment in the semiconductor sector, as record results from TSMC highlighted strong demand linked to artificial intelligence. This sector-wide confidence has shone a spotlight on equipment suppliers such as ASM International, whose tools are closely tied to advanced chip and AI-related manufacturing trends. We will now examine how renewed AI-driven confidence in semiconductor equipment demand shapes ASM International's...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen (ENXTAM:ADYEN) Valuation Check After Benji Payments Collaboration Draws Fresh Attention

Adyen stock: why Benji Payments puts its platform in focus Adyen (ENXTAM:ADYEN) is in the spotlight after Benji Pays launched Benji Payments on Adyen for Platforms, integrating payment processing, reconciliation automation and merchant onboarding directly into Benji Pays' software. See our latest analysis for Adyen. Adyen's latest share price of €1,392.20 sits against a mixed backdrop, with a 7 day share price return of 4.09% decline and a 1 year total shareholder return of 6.85% decline,...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Pharming Group (ENXTAM:PHARM) Valuation After Upgraded 2025 Earnings Guidance And Revenue Outlook

Why Pharming Group’s latest guidance move matters Pharming Group (ENXTAM:PHARM) lifted its 2025 earnings guidance. The company now forecasts around US$376 million in revenue, above its earlier range and tied to RUCONEST and Joenja uptake plus geographic expansion. See our latest analysis for Pharming Group. The raised guidance follows a strong run in Pharming Group’s share price. The company has recorded a 30 day share price return of 15.21% and a 90 day share price return of 33.06%,...
ENXTAM:INGA
ENXTAM:INGABanks

What ING Groep (ENXTAM:INGA)'s One Off €0.172 Special Dividend Means For Shareholders

On 5 January 2026, ING Groep announced a special cash dividend of €0.172 per share, paid on 15 January 2026 as part of a planned up to €1.60 billion shareholder distribution funded by a €500.00 million cash payout across approximately 2,902.00 million ordinary shares. This one-off distribution highlights ING’s current capital-return approach and gives investors extra context for assessing how management allocates excess capital between dividends, buybacks and growth. We’ll now examine how...