Dutch Media Stock News

ENXTAM:ASRNL
ENXTAM:ASRNLInsurance

ASR Nederland (ENXTAM:ASRNL) Margin Compression Challenges Bullish Earnings Narrative

ASR Nederland (ENXTAM:ASRNL) has put fresh numbers on the table for FY 2025, with first half revenue of €8.3b and basic EPS of €0.49 setting the tone for how its insurance and investment activities are feeding through to the bottom line. The company has seen reported revenue move from €7.1b in the first half of 2024 to €8.1b in the second half of 2024 and then to €8.3b in the first half of 2025. Basic EPS shifted from €0.30 to €4.48 over the same 2024 period before landing at €0.49 most...
ENXTAM:HAVAS
ENXTAM:HAVASMedia

Havas (ENXTAM:HAVAS) Margin Improvement Reinforces Bullish Narratives Despite Flat Revenue

How Havas (ENXTAM:HAVAS) Just Performed Havas (ENXTAM:HAVAS) has wrapped up FY 2025 with second half revenue of €1.5b and basic EPS of €1.17, backed by net income of €115m, while trailing twelve month revenue came in at €2.9b with EPS of €1.93 and net income of €189m. The company has seen revenue move from €1.5b and EPS of €0.65 in the second half of 2024 to €1.5b and EPS of €1.17 in the second half of 2025, with the trailing figures providing a fuller view of earnings momentum over the year...
ENXTAM:IMCD
ENXTAM:IMCDTrade Distributors

IMCD (ENXTAM:IMCD) Earnings Margin Drop Reinforces Bearish Profitability Narrative

IMCD (ENXTAM:IMCD) has reported its FY 2025 results with second half revenue of €2.3b, basic EPS of €1.49 and net income of €87.9m, while the trailing twelve months show revenue of €4.8b, basic EPS of €3.68 and net income of €217.6m. The company has seen revenue move from €2.4b and basic EPS of €2.38 in the second half of 2024 to €2.5b and €2.20 in the first half of 2025, before landing at €2.3b and €1.49 in the latest period. This sets up a results season in which investors will be weighing...
ENXTAM:AGN
ENXTAM:AGNInsurance

Is Aegon (ENXTAM:AGN) Pricing Reflect Its Strong Multi Year Share Return Performance

If you are wondering whether Aegon is still offering value at around €6.61 per share, you are not alone. Many investors are asking if the current price properly reflects the business behind the ticker. Over the past year Aegon shares returned 8.7%, and over 3 and 5 years the stock returned 61.5% and 110.6% respectively. This can change how the market thinks about its risk and return profile, even though the 7 day, 30 day and year to date moves have been close to flat. Recent coverage around...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer Expands Libra AI In Europe Raising Fresh Valuation Questions

Wolters Kluwer (ENXTAM:WKL) has expanded its Libra legal AI workspace across Europe, with a new launch in Italy. The rollout builds on its acquisition of Libra Technology and aims to combine advanced AI tools with authoritative legal content for European legal professionals. The Italian launch is part of an ongoing pan European expansion that targets law firms, in house teams, and other legal users. For you as an investor, this move sits squarely in Wolters Kluwer’s core information and...
ENXTAM:BESI
ENXTAM:BESISemiconductor

Assessing BE Semiconductor Industries (ENXTAM:BESI) Valuation After Mixed Q4 2025 Earnings Results

Q4 2025 earnings trigger mixed reaction BE Semiconductor Industries (ENXTAM:BESI) just reported fourth quarter 2025 results with sales of €166.35 million and net income of €42.81 million, alongside lower earnings per share than a year earlier. See our latest analysis for BE Semiconductor Industries. The Q4 2025 release, with higher sales but lower net income and earnings per share than a year ago, comes alongside strong momentum, with a 90 day share price return of 43.79% and a 5 year total...
ENXTAM:BFIT
ENXTAM:BFITHospitality

3 European Stocks That May Be Priced Below Their Estimated Value

As European markets navigate through volatility, with the pan-European STOXX Europe 600 Index recently hitting a new high but ending broadly unchanged, investors are keenly observing how AI disruption concerns and better-than-expected U.S. jobs data influence sentiment across the continent. In this environment, identifying stocks that may be priced below their estimated value can offer potential opportunities for those looking to capitalize on market inefficiencies.
ENXTAM:ASML
ENXTAM:ASMLSemiconductor

How Investors May Respond To ASML Holding (ENXTAM:ASML) Record Q4 Bookings And Higher 2026 Sales Outlook

ASML Holding recently reported its fiscal Q4 2025 results, delivering record sales, order intake, and free cash flow, with quarterly bookings reaching €13.20 billion and management raising its 2026 net sales outlook to a range of €34.00 billion to €39.00 billion. The earnings update highlighted how accelerating AI infrastructure demand is feeding directly into ASML’s order book, reinforcing the central role of its EUV lithography tools in enabling advanced chip production. With ASML’s record...
ENXTAM:CCEP
ENXTAM:CCEPBeverage

Coca Cola Europacific Partners (ENXTAM:CCEP) Margin Gain Reinforces Bullish Profitability Narrative

Coca Cola Europacific Partners (ENXTAM:CCEP) has opened FY 2025 with first half revenue of €10.3b and basic EPS of €1.99, against a backdrop of trailing twelve month revenue of €20.9b and EPS of €4.26 as the market weighs what these headline numbers mean at a share price of €88.8. Over the past few reporting periods, the company has seen revenue move from €10.6b with EPS of €1.35 in the second half of 2024 to €9.8b with EPS of €1.73 in the first half of 2024, giving investors a clearer sense...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen Partnerships Signal Growing Enterprise Use While Shares Trade Below Targets

Adyen announced a series of new partnerships in the past week with Mesh Payments, Medius, Uber, and Gargash Group. The Mesh Payments collaboration focuses on scalable card issuance and FX free expense management across Europe. Through Medius, Adyen will support integrated corporate expense cards and rewards for business clients. Adyen is working with Uber on a new payment kiosk for international travelers at a major U.S. airport. The partnership with Gargash Group targets modernization of...
ENXTAM:ARCAD
ENXTAM:ARCADProfessional Services

Assessing Arcadis (ENXTAM:ARCAD) Valuation After New Multi Year CCI BioEnergy Agreement

Arcadis shares react to new multi-year agreement with CCI BioEnergy Arcadis (ENXTAM:ARCAD) caught investor attention after announcing a multi-year Master Service Agreement with CCI BioEnergy to deliver engineering and detailed design services for Toronto’s Disco Road Organics Processing Facility expansion. See our latest analysis for Arcadis. At a share price of €35.1, Arcadis has seen a 1-day share price return of 2.75%. However, there has been shorter term weakness, with a 7-day share price...
ENXTAM:DSFIR
ENXTAM:DSFIRChemicals

A Look At DSM Firmenich (ENXTAM:DSFIR) Valuation After €1.5b Dual Tranche Bond Issuance

DSM-Firmenich (ENXTAM:DSFIR) has drawn fresh attention after launching a €1.5b dual tranche bond, earmarked for refinancing existing maturities, alongside recent earnings, dividend news and active engagement with analysts and shareholders. See our latest analysis for DSM-Firmenich. The recent €1.5b bond issuance, together with the full year 2025 results, analyst and shareholder calls, and the proposed €2.50 dividend, comes against a weak share price backdrop, with a 1 year total shareholder...
ENXTAM:HEIJM
ENXTAM:HEIJMConstruction

Koninklijke Heijmans (ENXTAM:HEIJM) Is Up 25.1% After EPS Jumps To €4.73 Has The Bull Case Changed?

Koninklijke Heijmans N.V. recently reported its full-year 2025 results, with sales rising to €2,772 million and net income increasing to €130 million compared with the prior year. The sharp improvement in basic earnings per share from continuing operations, up to €4.73, underlines a step-up in profitability that may reshape how investors view Heijmans’ earnings power. We’ll now examine how Heijmans’ stronger full-year profitability could influence its pre-existing investment narrative around...
ENXTAM:INGA
ENXTAM:INGABanks

Assessing ING Groep (ENXTAM:INGA) Valuation After A Strong Multi‑Year Shareholder Return Run

What ING Groep’s recent performance data tells investors ING Groep (ENXTAM:INGA) has been drawing attention after a mixed run in its share price, with a modest 1 day gain, recent weekly softness, and stronger performance over the past 3 years and 5 years. See our latest analysis for ING Groep. At a share price of €24.475, ING Groep’s recent pattern of a 1 day share price return of 1.14% alongside a 90 day share price return of 13.94%, but a weaker 7 day share price return of 5.26%, suggests...
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: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...