The Bottom Has Been Reached. Winners from the Infrastructure Package Starting in 2026!
The valley of tears should be behind IT stocks like Bechtle. Starting in 2026, a new growth phase should begin and boost prices.
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The major IT service provider Bechtle reported on November 14, 2025, a turning point in Q3 and a resurgence in public spending since the end of September. The adoption of the federal budget has a positive impact. My ears perked up when CEO Olemotz mentioned in the conference call that the German infrastructure package could become a driver of demand. Estimates suggest that it has an IT-related value that encompasses around 10% of the assets. This would amount to a mid double-digit billion euro value. My optimism is growing that IT service providers...
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