CSG's €18 Billion Backlog Meets a Cash Drain and a Thinner Margin
CSG cut its 2026 operating margin guidance to around 21% from 24–25% sending shares down 20% as Q3 profit fell 21% and cash flow stayed ...
boerse-global.de, heute 05:32 UhrModerna Bets on Manufacturing Muscle as Vaccine Data and Canadian Approvals Broaden the Story
Moderna says its Marlborough site is ready as it targets 2027 approval for Intismeran while veteran data show mNEXSPIKE outperforming ...
boerse-global.de, heute 05:32 UhrMercedes-Benz Tests Investor Patience as Buyback, Cost Talks and China Slump Collide
Mercedes repurchased 566,868 shares for EUR 23.4 million as Jefferies cut its rating to Hold with China luxury demand down 30% year on ...
boerse-global.de, heute 05:32 UhrAllianz's Raised Guidance Faces a November 12 Reckoning as Claims Costs Creep Higher
Allianz lifted the upper end of its 2026 operating profit target to about €18.6 billion after nine-month profit of €14.1 billion beat ...
boerse-global.de, heute 05:32 UhrBlackstone Backs Pfizer's Obesity Bet as Analysts Turn More Bullish
Blackstone-managed funds will cover up to $1.5 billion of berobenatide development costs through 2028; Pfizer shares rose 1.0% to €26.55. ...
boerse-global.de, heute 05:32 UhrVoestalpine's €290 Million Half-Year Profit Meets a €1.4 Billion Debt Test
Voestalpine's H1 net profit rose 46% to €290 million lifted by €100 million of one-offs as it trimmed EBITDA guidance and reaffirmed ...
boerse-global.de, heute 05:32 UhrVonovia's Buy Case Now Rests on a 22.70 Euro Question Mark
JPMorgan s Vonovia holding fell to 4.76% as DZ Bank cut its fair value to EUR 22.70, citing higher rates and Berlin s expropriation debate. ...
boerse-global.de, heute 05:32 UhrAstraZeneca Cloud Shift and a Walldorf Concept Store Put SAP's AI Ambitions to the Test
AstraZeneca's RISE with SAP cloud migration and a Walldorf retail lab with VF are the tests SAP investors will watch to judge its AI push. ...
boerse-global.de, heute 05:31 UhrLake Victoria Gold Balances Analyst Backing Against Gaps in Imwelo Planning
Atrium Research kept its buy rating and CA$0.65 target on Lake Victoria Gold as grade-control drilling at Imwelo's Area C gets underway. ...
boerse-global.de, heute 05:21 UhrGoldman Sachs Stake in Enapter Tops 5% as Rights Issue Runs Its Course
Goldman Sachs' attributed Enapter position reached 5.16% split between 2.28% in shares and 2.88% via instruments as a EUR 13 million rights ...
boerse-global.de, heute 05:21 UhrRealty Income's 137th Dividend Increase Puts Per-Share Earnings Under the Microscope
Realty Income lifted its monthly payout to $0.2740 and set a $10 billion 2026 investment target but AFFO per share growth is the key test. ...
boerse-global.de, heute 05:21 UhrAmazon's Two-Front Week: Chile Cloud Buildout and a Japanese Antitrust Truce
Amazon opened its Chilean cloud region plans over $4 billion in investment as AWS growth and negative free cash flow shape the buildout's ...
boerse-global.de, heute 05:21 UhrTorm's LR2 Newbuild Venture Takes Shape as Earnings Face a Durability Test
Torm weighs an eight-ship LR2 joint venture with a Chinese yard as Q3 2026 profit of $199 million faces questions over market durability. ...
boerse-global.de, heute 05:13 UhrBechtle's Order Book Prompts Jefferies to Call 2027 Consensus Too Timid
Jefferies reaffirmed Buy and a EUR 48 target on Bechtle citing a full order backlog after the IT group raised its full-year pre-tax profit ...
boerse-global.de, heute 05:13 UhrFresenius Locks In EUR 523 Million From FMC Stake Sale as Analysts Rush to Raise Targets
Fresenius placed 13.4 million FMC shares at EUR 39 each trimming its stake to about 20% and raising just under EUR 523 million for growth ...
boerse-global.de, heute 05:13 UhrInnodata Wins New Work but Must Bridge a $12 Million Gap First
Innodata secured an ~$18M Q4 program and flagged $20M+ in 2027 hyperscaler work, but the expired deal cuts ~$12M from Q4 revenue.
boerse-global.de, heute 05:13 UhrStrategy's $20.9 Billion Bitcoin Gain Masks a Revenue Base That Barely Registers
Strategy's Q3 revenue was $125.4M while its Bitcoin fair-value gain hit $20.9B. It bought 1,036 BTC for $81.9M as MSCI weighs index removal. ...
boerse-global.de, heute 05:13 UhrKontron Insiders and Analysts Align as Delivery Backlog Takes Centre Stage
CEO share purchase and DZ Bank buy rating back Kontron, but EUR 68.6 million in finished goods must ship in Q4 to hit 2026 targets.
boerse-global.de, heute 05:13 UhrSiemens reports fiscal 2026 Q4 figures on 12 November as JPMorgan removes the stock from its focus list on valuation keeping Overweight. ...
boerse-global.de, heute 05:11 UhrTake-Two's GTA VI Preorder Signal Faces Its First Real Audit
Take-Two stock rose 3.7% as GTA VI preorders drew exceptional demand but fiscal 2027 bookings of $8.0–$8.2 billion will decide the thesis. ...
boerse-global.de, heute 05:11 UhrPetrobras Faces a Two-Front Test: Earnings Miss and a R$3.6 Billion Contract Clause
Petrobras Q3 2026 net profit of R$39.8 billion missed the R$46.62 billion consensus; capex and lease guidance rose ahead of the November ...
boerse-global.de, heute 05:04 UhrEli Lilly Faces Lawsuit Over Mounjaro Marketing as Pipeline Momentum Builds
Former sales manager sues Lilly over Mounjaro marketing claims as positive Taltz-Zepbound and Foundayo data meet new FDA eye-risk warnings. ...
boerse-global.de, heute 05:04 UhrLenovo's November 19 Reckoning: CLSA's 13% Earnings Bet Meets a Half-Year Balance Sheet
Lenovo's AI ambitions face a Nov 19 board review of half-year results and a possible interim dividend after CLSA lifted its earnings estimate ...
boerse-global.de, heute 05:02 UhrThe Trade Desk's Measurement Bet Meets a Revenue Reckoning
Trade Desk promises open measurement product by end of 2026 as Q3 revenue slips 0.5% to $736 million and analysts stay Neutral.
boerse-global.de, heute 05:02 UhrNordex Adds Dutch Tower Technology and Albanian Foothold as Goldman, Barclays Revise Targets
Nordex agreed to acquire C1 Connections and won an 84 MW Albania order; Q3 EBITDA was EUR 278.2 million as Goldman and Barclays raised ...
boerse-global.de, heute 05:02 UhrABO Energy's StaRUG Plan: A Rescue That Would Cost Shareholders Everything
ABO Energy plans to exit m:access and cut share capital to zero leaving current shareholders with nothing while senior lenders and bondholders ...
boerse-global.de, heute 05:02 UhrGoldman Trims Gold Targets as Central Bank Buying Collides With a Hawkish Fed
Goldman lowered its end-2026 gold target to $4,150/oz from $4,650 citing Fed tightening as China extended official purchases to a 24th ...
boerse-global.de, heute 05:02 UhrIREN's $20.3 Billion Order Book Is Signed — the Question Is Who Pays for the Build
IREN shares jumped on sector optimism but its $4 billion revenue goal and a $6 billion funding gap put execution under the spotlight. ...
boerse-global.de, heute 05:02 UhrErste Funds Trim Wienerberger Stake to 3.82% as Brickmaker Braces for Cost Squeeze
Erste Asset Management s managed funds lowered their Wienerberger voting stake to 3.82% from 4.22%, as Gerhard Hanke s CEO role was made ...
boerse-global.de, heute 05:02 UhrHera Sends Back Its First Asteroid Image as OHB Prepares to Show Whether Contracts Turn Into Cash
OHB shares have gained 81% this year as investors await quarterly figures due tomorrow with Hera's first asteroid images and a EUR 554 ...
boerse-global.de, heute 05:02 UhrThe Trade Desk Bets That Better Measurement—and a Veteran's Return—Can Restart Growth
Trade Desk adds a CTO Council under Dave Pickles and plans an open measurement product by end-2026 as Q3 revenue slipped 0.5% to $736 ...
boerse-global.de, heute 04:52 UhrMorgan Stanley Trims E.ON Rating as Capex Discipline and Data-Centre Ambitions Divide the Street
