Rheinmetall's Real Test: Can a Trimmed 18.5% Margin Survive the Order Book?
Rheinmetall posted 38% nine-month revenue growth but trimmed its 2026 sales and margin outlook putting execution on management's numbers ...
boerse-global.de, heute 05:31 UhrAllianz Earns Top Employer Nod as Record Nine-Month Profit Lifts Guidance and DZ Bank's Target
Allianz leads financial firms in World's Best Workplaces and posts record nine-month operating profit of EUR 14.1 billion lifting its ...
boerse-global.de, heute 05:31 UhrDeutz's Defence Bet Comes With a 20%-Plus Margin Tag and a Pulled-Forward Timeline
Deutz expects over EUR 1 billion in defence revenue from its completed FFG takeover in 2027 with an adjusted EBITDA margin above 20% its ...
boerse-global.de, heute 05:10 UhrHensoldt's €10 Billion Goal Meets a Week of Divergent Analyst Calls
Hensoldt targets €10bn sales by 2035 and €6bn by 2030 reaffirms 2026 guidance; Deutsche Bank cuts its target to €100 BofA lifts ...
boerse-global.de, heute 05:10 UhrPrimary Hydrogen Tests 932.21 ppm Soil Peak With First Wicheeda North Drill Holes
Primary Hydrogen has launched a roughly 1,500-metre maiden drill campaign at Wicheeda North testing a soil anomaly that peaked at 932.21 ...
boerse-global.de, heute 04:50 UhrOcugen's Celairis Deal Pays in Stages — and Every Stage Waits on the 2027 OCU400 Readout
Ocugen's OCU400 out-licensing to Celairis offers up to $7.1M in milestones plus royalties but Phase III data due Q1 2027 remains the key ...
boerse-global.de, heute 04:40 UhrE.ON Draws Split Broker Verdicts as Urenco Speculation and Green Bonds Set the Tone
DZ Bank lifted E.ON's fair value to €20 with a Hold, while Morgan Stanley cut the stock to Equal-weight, keeping its €21 target.
boerse-global.de, heute 04:30 UhrSiemens Delivers Record Industrial Profit as Lauterbach Deal Extends Chip-Design Push
Siemens hit a record €13.3B industrial profit in fiscal 2026 and agreed to acquire Lauterbach as it guides fiscal 2027 revenue growth ...
boerse-global.de, heute 04:30 UhrVoestalpine Puts Kindberg Social Plan on Paper by Late November as Tariff Pain Spreads to Guidance
Voestalpine is seeking roles for 150 Kindberg workers facing redundancy by March 2027 and cut its FY2026/27 EBITDA guidance top end to ...
boerse-global.de, heute 04:21 UhrSanDisk's 85% Margin Is Only as Good as the Contracts Behind It
SanDisk fell 5.3% Friday as margin and competition worries resurfaced even as Evercore reiterated Outperform and BIT Capital exited its ...
boerse-global.de, heute 04:21 UhrHeidelberg Druck's Drone-Defence Bet Meets a Doubling Cash Drain
Heidelberg's adjusted EBITDA margin fell to 3.7% in H1 2026/27 as free cash flow hit minus EUR 125 million even as ONBERG booked its first ...
boerse-global.de, heute 04:21 UhrXRP's Forecast Market Sees Little Chance of a November Snapback
Kalshi traders price just 6-9% odds XRP clears $1.40 this month as spot XRP ETFs post $19.13 million in weekly net outflows the heaviest ...
boerse-global.de, heute 04:21 UhrApple's Margin Cushion Faces a Memory-Chip Reckoning as Wall Street Splits
Bernstein reiterated Outperform with a $380 target while KeyBanc kept Underweight at $250 as Apple's holiday margin outlook faces rising ...
boerse-global.de, heute 04:10 UhrTUI extends Berge & Meer franchise deal into 2027 restructures in-house sales cancels a second Mein Schiff 3 voyage and awaits a US charter ...
boerse-global.de, heute 04:01 UhrOHB's Growth Story Now Faces a Harder Test: Turning Orders Into Cash
NuWays lowered 2026 and 2027 estimates on weaker growth and higher one-off costs but kept its buy rating and EUR 340 target after OHB's ...
boerse-global.de, heute 04:01 UhrSAP's Buyback Nears 9.6 Million Shares as AstraZeneca Joins Cloud ERP Private
SAP's buyback reaches about 9.6 million shares; JPMorgan upgrades to Overweight with a €275 target as enterprise AI moves into productive ...
boerse-global.de, heute 04:01 UhrNebius Stock: A 571% Revenue Leap Meets a $27 Billion Bill and a Pushed-Back Target
Nebius posted 571% Q3 revenue growth but raised 2026 capex to ~$27B and pushed its $7B annualized revenue target to February 2027 sending ...
boerse-global.de, heute 03:51 UhrGold Holds Near One-Year Low as December Rate-Hike Bets Cap the Rebound
Gold held at $3,876.13/oz Friday after its steepest weekly loss in four months with bargain hunting offset by dollar strength and December ...
boerse-global.de, heute 03:51 UhrRheinmetall's Growth Arithmetic: Strong Nine-Month Numbers, Trimmed Targets, and a Dortmund Farewell
Rheinmetall posts 38% nine-month revenue growth but trims full-year guidance; analysts cut targets ahead of capital markets day as cash ...
boerse-global.de, heute 03:51 UhrCLSA Lifts Lenovo Target as Motorola Handover and AI Branding Round Out a Busy Fortnight
CLSA raised its Lenovo price target to HK$49.5 and lifted Q2 FY2027 adjusted net profit forecast to US$1.18 billion citing server growth. ...
boerse-global.de, heute 03:51 UhrBASF's Mining Exit and Louisiana MDI Ramp-Up Overshadowed by Jefferies Downgrade
BASF agreed to sell its global mining business to SNF while Jefferies and Deutsche Bank downgraded the stock and it commissioned a Louisiana ...
boerse-global.de, heute 03:31 UhrWienerberger's Restructuring Math: €70–80 Million Now, €140 Million a Year From 2029
Wienerberger confirmed 2026 EBITDA guidance of €640–650M while flagging a €70–80M Q4 restructuring charge and €140M annual EBITDA ...
boerse-global.de, heute 03:30 UhrThyssenkrupp's Steel Sale Hinges on Cost Split as BlackRock Adds to Its Stake
BlackRock lifted its combined Thyssenkrupp holding to 5.74% as Jindal steel sale talks stall on costs and the Duisburg green-steel start ...
boerse-global.de, heute 03:30 UhrDelivery Hero lowered conversion prices on its 2029 and 2027 convertible bonds after an acceptance event tied to Uber's takeover offer. ...
boerse-global.de, heute 03:20 UhrModerna's Cancer Bet Meets a $4 Billion Annual Bill as Legal Chief Plans Exit
Moderna guided 2027-2030 cash costs of $4B-$4.5B a year and raised its 2026 revenue growth outlook to 15%-25% but gave no 2027 forecast; ...
boerse-global.de, heute 03:20 UhrPlug Power shares dropped 10% as a downgrade flagged dilution risk tied to delayed asset sales despite narrower cash burn and improved ...
boerse-global.de, heute 03:20 UhrErste Group's Polish Fund Bet and Buyout Bid Draw Fresh Analyst Attention
Erste Group and Erste Bank Polska invest in Innovate PL FoF as the parent pursues a takeover of its Polish unit; analysts raise targets. ...
boerse-global.de, heute 03:11 UhrVincorion Sheds 4.9% as Defence Peers Drag, Yet Brokers Keep Faith in Air-Defence Story
Vincorion dropped 4.9% to €15.86 amid a European defence sell-off but JPMorgan and Deutsche Bank kept buy ratings after solid nine-month ...
boerse-global.de, heute 03:11 UhrE.ON Faces Twin Tests: Berlin's Grid Rules and a Robot Gym in Munich
Morgan Stanley downgraded E.ON to Equal-weight keeping a €21 target as nine-month adjusted EBITDA held at €7.1 billion and net income ...
boerse-global.de, heute 03:11 UhrBerkshire's Buyback Barometer: Record Relative Strength Meets a Cautious Wall Street Verdict
Berkshire repurchased $9.65B of stock in Q3 as shares posted their best one-month relative run since 2010 though insurance profits weakened. ...
boerse-global.de, heute 03:11 UhrSiemens Energy Puts 40% Anchor Stake on the Table for Transformation of Industry
CEO Bruch floats roughly 40% as a ballpark holding for Siemens Energy's Transformation of Industry unit with investor talks slated for ...
boerse-global.de, heute 03:11 UhrNovo Nordisk's Pipeline Momentum Meets a Harder Earnings Test
