Markets

Stocks in Action USA: Aviat Networks (AVNW), Mattel (MAT), Mercury Systems (MRCY)
Aviat Networks (AVNW) - the provider of wireless transport solutions reports strong revenue growth in...

Stocks in Action: Infineon, Novo Nordisk, Allianz, Bechtle, Vonovia
Stock 1.) Infineon - AI boom brings momentum to semiconductor manufacturer, Jefferies raises price target...

Super Micro Announces Full Production Availability for AI Data Center Building Block Solution for NVIDIA Blackwell. Beneficiary of AI Investments!
Together, over 215 billion USD will be invested in AI and cloud infrastructure by Meta, Microsoft, and...

Broadcom: Customers Meta and Alphabet invest billions in AI infrastructure. Custom AI chips are expected to enhance efficiency!
The major hyperscalers have confirmed their investment plans for 2025. DeepSeek could ensure that Data...

2G Energy presents at the HIT. Here are the key statements from CFO Pehle on DeepSeek, tariffs, and the Demand-Response Motor!
On February 5th and 6th, 2025, the Hamburg Investor Days will take place. This morning, our model portfolio...

Paul Hartmann aims to increase profits by up to 15% in 2025. The defensive qualities should support the new upward movement!
So far, few companies have dared to provide a forecast for 2025. However, one of them is the small-cap...

Defense & Space Play: Technology Company Mercury Systems (MRCY) Sees Growth Potential in Electronic Warfare and Aerospace. Backlog and Free Cash Flow in Q2 at Record Levels.
Mercury Systems (MRCY) is a leading technology company specializing in mission-critical electronic solutions...

Toy manufacturer Mattel (MAT) aims to significantly expand its entertainment sector: Jefferies sees 55% upside potential after the numbers.
The stock of Mattel (MAT) has been moving sideways for half a year since the impulse in July. Now a...

Mercury Systems: 4 Reasons for the Successful Big-Picture Breakout
Mercury Systems (MRCY) is well positioned with advanced and robust technologies for safety-critical and...

TOP-5 Price Targets by Analysts on February 5, 2025
Bechtle AG [DE0005158703]: Jefferies reiterates Buy rating with a price target of 50 Euro (50% upside...

PepsiCo Misses Revenue Growth Targets but Increases Profits! Demand for Beverages and Snacks Declines in North America!
The beverage and snack manufacturer PepsiCo (PEP) released its financial results for the fourth quarter...

Snap's Realignment Pays Off: 14 Million Snapchat+ Subscribers, Strong Direct-Response Campaigns, and a Possible TikTok Ban Boost Growth
Snap Inc. confirmed the success of its realignment in Q4 2024 with improved figures, primarily reflected...

US Retail in Transition: Winners and Opportunities in Turbulent Times!
The Retail Sector is facing a range of challenges intensified by inflation, interest rate hikes, and...

Rambus benefits from growth in data centers and impresses with strong fourth-quarter figures!
Rambus, which I introduced in the Tenbagger Magazine at the beginning of 2023, should be kept on the...

Chipotle Exceeds Earnings Expectations and Aims to Become a Globally Iconic Brand
Chipotle Mexican Grill, Inc. (NYSE: CMG) reported its Q4/2024 results on February 4, 2025. The company...

AMD's AI Revenue Rises but Falls Short of Expectations
AMD's data center division revenues, which include AI chips, increased by 69% to $3.9 billion. Advanced...

Spotify's Transformation into a Profitable Audio Giant is Impressive!
I am deeply impressed by Spotify's successful transformation. The first annual profit in the company's...

Aviat Networks: Specialist in wireless data transmission announces highest quarterly revenue in over 10 years!
Aviat Networks (AVNW) addresses a $11 billion market as a leading provider of wireless transport and...

Dassault Systemes SE: Expansion into new markets and the vision of AI-driven virtual twins!
Dassault Systèmes SE is a leading French software company specializing in 3D design, 3D digital mock-up,...

Snap impresses with growth acceleration and 10 million new subscribers – number of active SME advertising clients doubles!
Snap gains 10 million new daily active users in the last quarter. Revenue growth accelerates in Q4...

Novo Nordisk continues to benefit from obesity treatments – Outlook for 2025 remains cautious
The pharmaceutical company Novo Nordisk has released its financial figures for the past fiscal year....

Alphabet Misses Revenue Expectations Despite Growth in Advertising, Cloud, and YouTube! Planned AI Investments of 75 Billion USD!
The internet giant Alphabet (GOOG/GOOGL) published its financial results for the fourth quarter of...

Stocks in Action USA: Allegheny Technologies (ATI), Spotify (SPOT), Palantir (PLTR)
Allegheny Technologies (ATI) – The specialty materials manufacturer achieves strong growth, boosting...