Timeline

World Robotics 2025: 5 Major Beneficiaries from the USA, Europe & Asia

Hope for easing tensions between the US and China - Broadcom partners with OpenAI - DAX fights back into the positive - Süss Microtec benefits from upgrade - Crypto values recover some of the losses - MP Materials surges due to geopolitical tensions

fashionette

Marvin Herzberger

First Berlin Equity Research sees 130% price potential following the company's recent M&A activities

Schneider Electric

Schneider Electric is at the controls of the new infrastructure wave with 19 AI gigafactories for Europe!

Jörg Meyer

Rezolve AI

Rezolve AI aims to multiply annual recurring revenue by the end of 2026 multiply!

Stocks in Action USA: Broadcom, MP Materials, Bloom Energy

Three companies that could benefit from the 19 AI gigafactories in Europe!

Micron Technology

Double Upgrade: Despite the rally, BNP Paribas Exane sees 50% upside potential for Micron Technology. Reason: The entire memory chip market is still in the early phase of a memory supercycle.

Salesforce

Salesforce lags behind the AI boom. Recovery is now in sight. The company presents Agentforce 360 and Agentic Enterprise as its new AI vision

Brookfield Renewable

Leonid Kulikov

$5 Billion Deal Electrifies the AI Infrastructure Market!

Bloom Energy

New 5 Billion USD Partnership with the Largest AI Infrastructure Investors Brookfield Fuels Imagination!

Jörg Meyer

Stocks in Action: Legrand, Süss Microtec, PSI Software, Aurubis, Infineon

TOP-5 Price Targets of Analysts on 13.10.25

Monolithic Power Systems

Monolithic Power Systems: An Investment in the Efficiency of the Future

Elastic

Elastic leads in the relevance of unstructured data – Analysts see 50% opportunity after Financial Analyst Day!

Nürnberger Beteiligungs-AG

Nürnberger Beteiligungs AG: Vienna Insurance Group examines takeover opportunities!

Tesla

Moritz Blattmann

Tesla: Pricing Offensive aims to boost sales in Europe!

DAX starts firm into the new trading week after tariff shock on Friday - Süss Microtec up double digits after Oddo BHF upgrade - PSI Software explodes in price after Warburg Pincus takeover offer - Qualcomm under scrutiny from Chinese anti-trust authorities, Newmont Mining benefits from record-high gold prices and Goldman Sachs upgrade!

Martin Springman

Caterpillar gets serious about software! Acquisition of RPMGlobal aims to accelerate the digital mine!

China's Stocks Caught in the Tariff Trap: Where New Opportunities Arise Despite the Sell-off!

Chipotle Mexican Grill

Chipotle: Growth Gem at a Valuation Discount

PATRIZIA

Patrizia SE: Insider purchases total €874,002 in October

Meta Platforms

Meta Recruits Back AI Visionary

Exxon Mobil

David Engelhardt

Faced with the dwindling "Monster Profits" Major Oil Companies Are Forced into Tough Decisions.

Quanta Services

Quanta Services: Acquisitions Make Technology Investments a Growth Driver

Andreas Zehetner

Recursion Pharma - Drug developer benefits from rising R&D expenditures in the pharmaceutical and biotech industry!

Stocks in Action: PSI Software, Brenntag, Danone, Energiekontor, Schneider Electric

Astrazeneca (Spons. ADRs)

AstraZeneca in Overdrive! Pricing Deal, Investments of $50 Billion and Clinical Tailwinds!

UBS Group

AI Rally: Is There Still Room for Growth?

Trump sends markets into a decline – New trade conflict with China – Rare earths in focus – Trump travels to Israel – Military salaries secured for now despite shutdown – AstraZeneca seals deal with US government – UBS sees potential in AI rally – PC upgrade after end of Windows 10 support – China tightens Nvidia controls and targets Qualcomm – Warner Bros. rejects acquisition offer

Commentary on our rankings

Top Growth Stocks by Revenue and Earnings

Vertiv Holdings

The Shovel Manufacturer of the AI Era Sharpens Its Profile

Accumulation

TopBuild

Recovery of the Construction Sector Leads to Strong Prospects!

Accumulation

CleanSpark

Bitcoin Boom Creates Strong Outlook!

Accumulation

Ströer

Outdoor Advertising Specialist in the Sights of Financial Investors After Share Price Drop!

Accumulation

Wolfgang Zussner

AST SpaceMobile

New Partnerships should sustainably boost results!

Accumulation

Serve Robotics

Delivery Robot Specialist on the brink of Growth Acceleration!

Wolfgang Zussner

Pivotal Points

Acuity

Market Leader in Smart Lighting Systems Impresses with Q4 Results Despite Slightly Missing Revenue Forecast!

Pivotal Points

Navitas Semiconductor

Specialist in Next-Generation Semiconductors - NVIDIA Partnership and AI Focus Drive Stock Price!

Pivotal Points

Rocket Lab USA (RKLB) in Pivotal Point Check: Largest Single Contract in Company History and All-Time High after Exclusive Launch Contracts with the Japanese Space Agency JAXA!

Nicolas-Darvas Breakouts

Amphenol

Amphenol: The Silent Winner in the AI Boom – Why the Connector Giant is Essential

Megatrend Detection

Daniel Dünn

Teradyne

Teradyne: How new testing systems for AI and Cloud Make the Next Chip Generation Possible

Seasonalities

Broadcom

Broadcom: Collaboration with OpenAI as a strategic turning point

Thorsten Reich

Industries and Sectors

MP Materials

MP Materials: The Battle for Rare Earths! Tensions with China escalate!

Accumulation

Mattel

Mattel - Toy manufacturer benefits from rising consumer spending and digital gaming offerings!

Accumulation

Eos Energy Enterprises

EOS Energy - Energy Transition leads to full order books!

Accumulation

Schaeffler

Schaeffler - Megatrend Industrial Robotics should significantly boost revenue and earnings in the mid-term!

Accumulation

Martin Springman

HelloFresh

Hellofresh - Meal Kit Specialist Benefits from Outlook on Recovery of Consumer Demand!

Relative Strength Stocks

Vertiv Holdings

Vertiv Holdings: At the Heart of digital infrastructure

David Engelhardt

Pivotal Points

Semtech

Pivotal-Point Tracking Semtech (SMTC): 1.6T Multimode Optical Infrastructure for High-Speed Data Centers and AI Expansion!

Pivotal Points

Mirion Technologies

Pivotal Point Tracking Mirion Technologies (MIR): S&P 600 SmallCap Inclusion and Capital Measure for Growth and Acquisitions!

Pivotal Points

UiPath

UiPath (PATH) in the Pivotal Point Check: Agentic AI Alliance with OpenAI Catapults Automation Experts to Market Leadership – Gartner Gives Leader Rating!