A new wave of public IT investments is rolling in Germany. My favorite for 2026!
Starting in 2026, the next wave of federal IT investments will launch, and Allgeier is one of the biggest beneficiaries.
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As a speculative favorite for 2026, I see Allgeier (i). Why? Because the public IT backlog in Germany is finally being resolved, leading to a new wave of investment. With the passed federal budget, the planned administrative digitalization, and the special infrastructure asset with about 10% IT relevance, significantly more money is expected to flow into IT projects starting in 2026. That this is not just wishful thinking is evidenced by the recent statements from Allgeier. The public sector is beginning to invest. This is just the beginning, with...
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