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UBS has downgraded JENOPTIK shares from "Buy" to "Neutral," slashing the price target from €30 to €20.50 due to significant challenges in its semiconductor business linked to key customer ASML. Analyst Olivier Calvet doubts the company will meet its 2026 sales target of €1.2 billion or achieve the desired operating margin of 21-22%. Following the announcement, JENOPTIK shares fell by 4.62% to €17.97 in XETRA trading.
UBS has identified Infineon as a new buying opportunity, maintaining a Buy recommendation with a target price of €43, indicating a potential upside of 41%. The company remains resilient, forecasting a gross margin of around 40% and free cash flow of approximately €900 million, driven by strong growth in electric vehicles in Europe and China.
Deutsche Bank has lowered its price target for Duerr AG from EUR27.00 to EUR24.00 while maintaining a Hold rating, following the release of the company's annual report that excluded the clean tech systems segment. The revised target reflects updated financial expectations, with projected orders between EUR4.3 billion and EUR4.7 billion and revenue between EUR4.2 billion and EUR4.6 billion. Despite the changes, Duerr AG is expected to see a 14% revenue growth in FY2025, supported by a stable debt-to-equity ratio of 1.09x.
UBS has maintained a "Buy" rating on Infineon, setting a target price of 43 euros, despite uncertainties from US tariff policies. Analyst Francois-Xavier Bouvignies believes the company will outperform its competitors due to its specific strengths ahead of the upcoming quarterly figures.
BNP Paribas Exane has upgraded Andritz AG's stock rating from Neutral to Outperform, raising the price target to EUR72 from EUR51. This reflects a positive outlook on the company's Environmental & Energy division, driven by Germany's climate neutrality goals and anticipated demand for green technologies. The analysis indicates that Andritz is well-positioned for growth in sustainable energy solutions, with an attractive valuation supporting the upgrade.
The dollar faces a potential confidence crisis as foreign investors may be forced to sell U.S. assets due to a simultaneous decline in both the dollar and U.S. stocks, a situation that is unusual and poses significant risks. George Saravelos from Deutsche Bank warns that this could lead to a self-fulfilling unwinding of U.S. investments, exacerbating losses for unhedged European investors. The current account deficit and reliance on capital inflows further heighten the risk of disorderly currency movements, which could have negative implications for global central banks.
UBS has maintained a "Buy" rating for Infineon, setting a target price of 43 euros. Analyst Francois-Xavier Bouvignies highlighted the company's ability to outperform the industry despite uncertainties from US tariff policies, attributing this resilience to its specific strengths.
Deutsche Bank has issued a warning about a potential crisis of confidence in the U.S. dollar, highlighting that significant shifts in capital flow could disrupt currency fundamentals and lead to disorderly foreign exchange movements. Analyst George Saravelos noted that such a scenario could impose an unwanted disinflationary shock on the European Central Bank, especially if it coincides with a sharp euro appreciation and tariffs, creating a challenging environment for the ECB.
DB ETC plc has issued an important notice regarding its Directors’ Report and Audited Financial Statements for the year 2024. This announcement was made on April 3, 2025, at 6:35 AM Eastern Daylight Time, highlighting key financial insights and governance updates for stakeholders.
UBS has maintained a "Buy" rating for Adidas, setting a target price of 289 euros. Analyst Robert Krankowski noted that new US import tariffs may adversely affect European sportswear manufacturers more than anticipated, but Adidas is still better positioned than its competitors. He sees a favorable opportunity if the share price declines.
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UBS downgrades Jenoptik shares amid semiconductor challenges and price target cut
14:25 03.04.2025
ubs identifies infineon as a strong buying opportunity amid market challenges
14:10 03.04.2025
Deutsche Bank lowers Duerr AG price target amid strategic business shift
13:47 03.04.2025
ubs maintains buy rating on infineon with target price of 43 euros
13:43 03.04.2025
BNP Paribas upgrades Andritz stock to outperform with new price target of EUR72
13:16 03.04.2025
dollar faces confidence crisis as foreign investors unload us assets
13:03 03.04.2025
UBS maintains buy rating on Infineon with target price of 43 euros
12:53 03.04.2025
Deutsche Bank warns of potential crisis in US dollar confidence
12:42 03.04.2025
Directors Report and Audited Financial Statements for DB ETC plc Released
12:35 03.04.2025
UBS maintains buy rating on Adidas with target price of 289 euros
12:34 03.04.2025
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