Allgeier: Top winner from the comeback of the public IT sector. A growth outlook for 2026 has been communicated.

In the TraderFox model portfolio, we are betting on a comeback of IT investments from the public sector, following the recent positive statements from Bechtle. Since Allgeier (i) generates about 80% of its business in Germany and 40% with the public sector, we have chosen this stock as a model portfolio stock. Growth accelerates in 2026 thanks to the public sector At the end of 2025, the IT-managed service business was sold for a high double-digit million euro amount. As Allgeier has just reported, this reduces net debt from 122 million euros...