Dutch Software Stock News

ENXTAM:ASML
ENXTAM:ASMLSemiconductor

ASML Buyback And Record Orders Highlight AI Hardware Exposure Opportunity

ASML Holding (ENXTAM:ASML) reported record Q4 2025 bookings of €13.2b for its chipmaking equipment. The company announced a €12b share buyback program scheduled to run through 2028. Management cited strong demand for advanced lithography tools used in AI and data center chip production. ASML Holding, a key supplier of lithography systems used to manufacture semiconductors, is positioned at the center of the build out of AI and high performance computing infrastructure. Its advanced EUV...
ENXTAM:CTPNV
ENXTAM:CTPNVReal Estate

CTP (ENXTAM:CTPNV) Valuation Check After New Quanta Nearshoring Facility In Germany

CTP (ENXTAM:CTPNV) has delivered a 24,000 sqm high tech industrial facility for Quanta Computer in Germany, backed by a 15 year lease. The project highlights rising nearshoring interest from Asian manufacturers into European production hubs. See our latest analysis for CTP. Set against the new Quanta lease, CTP’s recent 2.4% 30 day share price return and 17.6% one year total shareholder return suggest momentum that investors are continuing to reassess in light of its growing project...
ENXTAM:UMG
ENXTAM:UMGEntertainment

Universal Music Group Valuation Check As CNN Docuseries And Catalog Leadership Changes Draw Attention

Universal Music Group (ENXTAM:UMG) is back in focus after two related updates: a CNN docuseries fronted by Fred Armisen built around UMG’s archives, and leadership changes at its catalog division, Universal Music Enterprises. See our latest analysis for Universal Music Group. The latest leadership reshuffle at UMe and the high profile CNN archive series arrive after a tougher spell for the shares, with a 30 day share price return of 11.45% decline and a 1 year total shareholder return of...
ENXTAM:RAND
ENXTAM:RANDProfessional Services

Is Randstad’s (ENXTAM:RAND) AI Finance Experiment a Glimpse into Its Next Efficiency Frontier?

Randstad France has introduced Aimie, an autonomous AI Cash Collection Agent developed by Sidetrade, into its finance team to automate customer engagement, invoice qualification, and Order-to-Cash processes. This move places Randstad among the early adopters of agentic AI as an operational co-worker in corporate finance, highlighting a tangible shift in how technology is embedded into back-office functions. We’ll now examine how Randstad’s use of autonomous AI in its finance operations...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen Deepens Merchant Ties With Fresha Capital Embedded Lending Move

Adyen (ENXTAM:ADYEN) and Fresha have launched Fresha Capital, an embedded capital solution for small and medium businesses in the beauty and wellness sector. The product offers instant liquidity and financing based on sales performance across multiple key markets. This development expands Adyen's embedded finance offering beyond payments into lending for Fresha merchants. Adyen (ENXTAM:ADYEN) has built its business around providing a single platform for global payments, data and financial...
ENXTAM:INGA
ENXTAM:INGABanks

ING’s Crypto Push And Higher Fee Targets Might Change The Case For Investing In ING Groep (ENXTAM:INGA)

In late January 2026, ING Groep reported higher fourth-quarter 2025 net income of €1,411 million, proposed a €0.736 per-share final 2024 dividend, tightened costs, and issued guidance targeting around €24 billion total income in 2026 and more than €25 billion in 2027, supported by fee income growth. Alongside these financial updates, ING expanded into digital assets by giving German retail clients access to cryptocurrency-linked ETNs and preparing a euro-denominated stablecoin, signaling a...
ENXTAM:WKL
ENXTAM:WKLProfessional Services

Wolters Kluwer Confronts Anthropic AI Challenge While Expanding Libra In Poland

Anthropic has launched AI legal tools that directly compete with established providers such as Wolters Kluwer. Wolters Kluwer is rolling out its Libra AI legal workspace into the Polish market in response to the sector’s shift toward AI driven solutions. These developments raise questions about the durability of Wolters Kluwer’s legal and analytics franchise and how it positions ENXTAM:WKL for future competition. For investors watching ENXTAM:WKL, the timing of this competitive shock comes...
ENXTAM:AKZA
ENXTAM:AKZAChemicals

Akzo Nobel (ENXTAM:AKZA) Margin Rebound Challenges Long Running Earnings Decline Narrative

Akzo Nobel (ENXTAM:AKZA) has wrapped up FY 2025 with fourth quarter revenue of €2.4b and basic EPS of €3.50, set against trailing twelve month revenue of €10.2b and EPS of €3.72. These figures tie into a 17.3% earnings uplift and a net margin of 6.3% compared with 5.1% a year earlier. Over recent quarters the company has seen revenue range from €2.4b to €2.7b and quarterly basic EPS swing between a loss of €1.13 and a profit of €3.50, giving investors a clearer view of how profitability has...
ENXTAM:PHIA
ENXTAM:PHIAMedical Equipment

Assessing Philips (ENXTAM:PHIA) Valuation After New EU-Funded PreciseOnco Cancer Care Initiative

Koninklijke Philips (ENXTAM:PHIA) is in focus after coordinating the PreciseOnco consortium, which secured €14.9 million in EU funding to advance precision cancer care using imaging, robotics, and minimally invasive therapies. See our latest analysis for Koninklijke Philips. Against this backdrop, Koninklijke Philips’ 1 month share price return of 6.36% and year to date share price return of 6.36% suggest momentum has picked up recently, even as the 1 year total shareholder return of 1.33%...
ENXTAM:HAL
ENXTAM:HALDiversified Financial

How HAL Trust’s €3.50 Dividend Decision Will Impact HAL Trust (ENXTAM:HAL) Investors

HAL Trust has announced an annual dividend of €3.50 per share, with an ex-dividend date of 14 May 2026, a record date of 15 May 2026, and payment scheduled for 21 May 2026. This dividend decision highlights how the trust is choosing to return capital to investors, which can influence perceptions of income stability and capital allocation. We will now explore how HAL Trust’s €3.50 per share annual dividend shapes its investment narrative, particularly for income-focused investors. We've found...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

A Look At Pharming Group (ENXTAM:PHARM) Valuation After The FDA Complete Response Letter For Joenja

Pharming Group (ENXTAM:PHARM) is back in focus after the U.S. FDA issued a Complete Response Letter for Joenja in children aged 4 to 11 with APDS, highlighting dosing and data requirements. See our latest analysis for Pharming Group. The FDA setback has been followed by a sharp 18.26% 7 day share price return decline. However, the 90 day share price return of 32.15% and 1 year total shareholder return of 75.94% suggest momentum has recently been building rather than fading. If this kind of...
ENXTAM:UMG
ENXTAM:UMGEntertainment

Is Universal Music Group (ENXTAM:UMG) Turning Cultural Dominance Into Durable Global Moat Through China Deal?

Universal Music Group has recently gained broad attention as its artists dominated the past 68th Annual Grammy Awards and it expanded its global footprint through a multi-year licensing deal with NetEase Cloud Music in China. Together with higher-profile sustainability initiatives and new media projects that showcase its archives, these developments highlight how UMG is leveraging both cultural influence and distribution reach across key markets. Next, we’ll consider what these moves,...
ENXTAM:ADYEN
ENXTAM:ADYENDiversified Financial

Adyen’s Fresha Capital Launch Puts Embedded Finance Growth And Valuation Gap In The Spotlight

Adyen’s Fresha Capital launch puts Embedded Finance in focus Adyen (ENXTAM:ADYEN) is back in the spotlight after collaborating with Fresha to launch Fresha Capital, an embedded lending product for beauty and wellness businesses across seven key markets. See our latest analysis for Adyen. That launch comes at a time when Adyen’s recent momentum has been soft, with a 1 month share price return decline of 15.77% and a 1 year total shareholder return decline of 26.43%, suggesting investors are...
ENXTAM:AALB
ENXTAM:AALBMachinery

European Dividend Stocks To Consider In February 2026

As the eurozone economy continues its modest recovery, with confidence strengthening and investment boosting growth, European markets are showing resilience despite mixed performances across major indices. In this environment of cautious optimism, dividend stocks can offer a stable income stream and potential for capital appreciation, making them an attractive consideration for investors seeking reliable returns amidst ongoing economic uncertainties.
ENXTAM:MT
ENXTAM:MTMetals and Mining

ArcelorMittal (ENXTAM:MT) Is Up 5.3% After Extending Liberia Mining Pact And Rail Access To 2050

In late January 2026, the Government of Liberia and ArcelorMittal amended and ratified their Mineral Development Agreement, extending it to 2050 with a renewal option, supporting a US$1.80 billion expansion that lifts iron ore capacity, rail and port infrastructure, and includes a US$200 million payment for extended mining rights and reserved rail access. This deal not only deepens ArcelorMittal’s long-term footprint in West African iron ore, it also grants privileged use of a key rail...
ENXTAM:FUR
ENXTAM:FURConstruction

Fugro (ENXTAM:FUR) Is Up 5.6% After Major German Offshore Wind Survey Wins - Has The Bull Case Changed?

Fugro was recently contracted to conduct extensive geophysical and geotechnical site surveys for a 2‑GW offshore wind project and the NordSee Energies 1 wind farm in the German North Sea, supporting turbine foundation and cable route design. By deploying five specialist vessels and advanced survey technology across roughly 200 square kilometers, Fugro is underscoring its role as a key geo‑data partner to major offshore wind developers such as TotalEnergies. Next, we’ll examine how these...
ENXTAM:AD
ENXTAM:ADConsumer Retailing

Ahold Delhaize (ENXTAM:AD) Valuation Check After Mixed Short And Long Term Shareholder Returns

Koninklijke Ahold Delhaize (ENXTAM:AD) has drawn fresh attention after recent share price moves, with the stock showing mixed returns over the past year and longer term performance that some investors may now be reassessing. See our latest analysis for Koninklijke Ahold Delhaize. The recent upswing, including a 1-day share price return of 1.44% and 7-day share price return of 4.69% to €33.92, contrasts with a weaker 90-day share price return of 5.59%. The 5-year total shareholder return of...
ENXTAM:PHARM
ENXTAM:PHARMBiotechs

Why Pharming Group (ENXTAM:PHARM) Is Down 16.3% After FDA Rejects Joenja Pediatric Expansion Plan

In early February 2026, Pharming Group reported that the U.S. FDA issued a Complete Response Letter for its supplemental New Drug Application seeking to extend Joenja’s use to children aged 4 to 11 years with APDS, requesting more pediatric pharmacokinetic data and clarification on a batch-testing analytical method. An important angle for investors is that Joenja’s existing U.S. approval for patients aged 12 and older remains intact, while younger pediatric access now hinges on resolving...
ENXTAM:AMG
ENXTAM:AMGMetals and Mining

Is AMG (ENXTAM:AMG) Quietly Reframing Its Energy Storage Edge With Aramco’s AI Hybrid Pilot?

AMG Critical Materials N.V. announced that its subsidiary AMG LIVA previously installed its Hybrid Energy Storage System, combining Lithium-Ion and Vanadium Redox Flow batteries with AI-based controls, at Aramco's solar-powered Bulk Plant in Tabuk, Saudi Arabia. This installation links advanced battery storage with Saudi Arabia's Vision 2030 and the planned IK Supercenter, highlighting a fully integrated, lower-carbon vanadium value chain within the Kingdom. We’ll now examine how AMG LIVA’s...
ENXTAM:VLK
ENXTAM:VLKCapital Markets

Assessing Van Lanschot Kempen’s (ENXTAM:VLK) Valuation After Winning Holcim Pension Mandate

Van Lanschot Kempen (ENXTAM:VLK) has been appointed to manage £2.5b in assets for two Holcim pension schemes, a win that underscores its institutional fiduciary offering and highlights additional recurring fee potential. See our latest analysis for Van Lanschot Kempen. The Holcim pension win lands at a time when Van Lanschot Kempen’s share price has eased back, with a 30 day share price return of a 3.76% decline and a year to date share price return of a 3.76% decline. However, the 1 year...