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Circus SE: The AI chef as a billion-dollar model

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$CA1 (+2.82%) Circus SE launches its AI-supported CA-1 cooking robot, a series product designed to automate and scale catering processes. An operational milestone will be reached with the start of production at Celestica and delivery from summer 2025. The revenue already secured from software licenses (€1.1 billion per year) and the pilot deployments with customers such as REWE point to enormous commercial potential. However, the question is whether this momentum can be sustained or whether technological scaling problems, regulatory hurdles or slower market penetration will impede the path to global market leadership. Those who invest early are betting on AI-driven disruption in the physical space with a real broad impact.


Source: Der Aktionär, Circus: AI in the physical world opens up multi-billion sales potential

https://www.deraktionaer.de/artikel/aktien/circus-ki-in-der-physischen-welt-eroeffnet-uns-ein-multi-milliarden-umsatzpotenzial-20384287.h

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21 Comments

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Did you get in?
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@Multibagger
Not yet, but I plan to get in shortly. The analyses to date show solid growth potential, and I would like to observe the current market situation for a short time in order to find a good entry point.
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@EpsEra too bad, otherwise you would have already taken today's 30% with you
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@Multibagger
Yes, insane already +37%! 🤯 Analysts even see the share price at €55, hope I can jump on board in time. 🚀 What happened to you?
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No, slumbering on the watchlist😉
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@Multibagger "Better wake up slowly then, the course is making a lot of noise 🚀😉"
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@EpsEra I know, but that's an exaggeration. It will be some time before the approval as a NATO partner announced today translates into significant sales. Today's rally will be sold off again. Then I'll get in.
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@Multibagger
Agreed, we'll lurk like cats in front of a mouse hole 🐭📉😉
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@EpsEra yess, today it is moving in the right direction, but still too little for an entry. I think you could take a first position at €15.
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@Multibagger Unfortunately I went in yesterday. Thought there would be more tailwind. I think the product itself is very successful and I also believe there is a very large market!
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@Multibagger
Exactly, 15 € is the support at which I also buy.
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