Small gamble 👆🏼 $TMV (-0.89%)
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1161D·
Buy when the others are anxious " Hot🔥 or scrap 🗑️ "
Hello everyone, a tech stock is currently selling off at a more than attractive P/E ratio.
What is your opinion on this?
Get in at a bargain price or stay away?
TeamViewer: MWB Research and JPMorgan see over 115% price potential after the panic sell-off!
Is this already the bottom?
The TeamViewer share has been in a steep downward channel for over two years. The fact that just a few days ago it looked as if the 3-year low of EUR 8.30 would hold is a bitter pill to swallow.
As a result of today's crash, the MDAX share has fallen to a new all-time low. Whether the TeamViewer share has already found a bottom remains questionable.
A very exciting turnaround case
In my opinion, the TeamViewer share is one of the most interesting turnaround cases on the German stock market. The share price has fallen by over -60% since its all-time high in summer 2023. In my view, this is once again a clear case of investor overreaction.
TeamViewer is still a growing company. Over the past three years, the software manufacturer has grown by an average of 10%. In the current year, sales are even expected to increase by around 15% due to the takeover by 1E.
For the coming year, TeamViewer is hardly expecting any growth for the reasons mentioned above. However, I assume that 2026 will be an exceptional year and that the tech company will be able to resume its growth momentum from 2027.
TeamViewer has also been able to increase its operating margin in recent years. Profits therefore rise with increasing company size. The integration of 1E is proving to be more difficult than expected, but should be successful in the coming months.
Last but not least, the valuation of the TeamViewer share speaks in favor of a rebound. With a forward P/E ratio of just under 8, the tech stock is cheaper than it has been for a long time.
I am not in a position to predict whether the TeamViewer share has already bottomed out as a result of today's price fall. Investors must be prepared for the fact that it has not yet found its footing. But the MDAX stock has plenty of upside in the long term. However, investors will need a lot of patience and nerves of steel to realize this potential.
https://www.sharedeals.de/teamviewer-aktie-20-jetzt-ein-schnaeppchen-machen/
Targets canceled: TeamViewer share crashes to all-time low
An unexpected setback for TeamViewer: the software provider has revised its sales and growth targets downwards - and the share price promptly reacted with a slide of more than 20 percent on Wednesday.
TeamViewer shares plummeted on Wednesday morning after the company lowered its revenue expectations. At the Xetra start, the shares were down more than 20 percent at just 6.69 euros. This represents a new all-time low for the MDAX software stock.
The main reason for the correction is the disappointing development of the recently acquired British IT company 1E, which specializes in software for identifying and rectifying system problems. TeamViewer acquired the company at the end of 2024, but business has been significantly worse than expected. The Stuttgart-based company attributes this to ongoing macroeconomic weakness and longer decision-making processes at customers - particularly in the USA, 1E's most important market.
CFO Michael Wilkens admitted that the ongoing restructuring measures at 1E would take time, which would slow down short-term growth. Accordingly, TeamViewer now only expects recurring revenue (ARR) of EUR 780 to 800 million for the year as a whole, compared to EUR 815 to 840 million previously. For 2026, the Group only expects an increase of two to six percent to EUR 790 to 825 million, instead of the previously forecast EUR 850 to 870 million.
"However, the reduced growth expectations and the weak development of 1E, which is questionable as to how it can be remedied in the short term, are likely to overshadow the other factors and have a negative impact on investor sentiment towards the share," writes DZ Bank analyst Armin Kremser.
TeamViewer - Extremely favorable valuation makes remote maintenance specialist a takeover candidate.
Teamviewer: A share with AI fantasy at a P/E ratio of 8.5!
www.sharedeals.deTeamViewer-Aktie -20%: Jetzt ein Schnäppchen machen? › sharedeals.de
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52 Comments
Yoshika 🦋.@Yoshika
1D
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1414
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1D·
Earnings Teamviewer
📉 Market reaction - why the results were disappointing
- Lowered outlook: The reduction in ARR guidance (from €815-840m to €780-800m) was clearly received negatively by the market. Analysts almost always see guidance cuts as a warning signal.
- SMB weakness: Stagnating ARR and rising churn in the SMB segment indicate structural problems. This causes skepticism, as SMB is traditionally a core market.
- Cash flow burden: Higher interest payments and lower cash conversion reduce short-term financial flexibility.
📊 Positive counterweights
- Enterprise segment strong: +12% ARR growth shows that the strategic shift towards key accounts is working.
- High profitability: EBITDA margin raised to 44% - signaling efficiency and cost control.
- New products (DEX Essentials, Agentic AI): Are seen as future drivers, even if they do not yet make a major contribution to sales in the short term.
🔮 Typical effects on the share & sentiment
- Short-term: Share price pressure due to lowered forecast and uncertainty in the SMB segment.
- Medium-term: Stabilization possible if enterprise growth continues and new AI products show traction.
- Long-term: The decisive factor will be whether TeamViewer gets to grips with the SMB challenges and the integration of 1E delivers sustainable added value.
👉 To summarize: The figures themselves were solid, but the lowered forecast disappointed expectations. Investors are skeptical in the short term, but see potential if the enterprise strategy works out.
*summarized with AI
22
5 Comments
The share is getting cheaper and cheaper
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1D·
Teamviewer sale
Teamviewer corrects its growth forecast for 2026 and 2027. In particular, the development of the 1E acquisition is not in line with expectations. However, the EBITDA margin forecast has even been raised to 44%. In the third quarter, revenue growth amounted to +4%. The share falls to an all-time low with this news.
As you can easily see $TMV (-0.89%) Teamviewer is the largest position in our value portfolio. We remain convinced of the company's business development and are logically holding on to the share. Teamviewer's core business is doing well. 1E's problems are mainly concentrated in the US, where the government is saving a lot of money.
Looking at the fundamentals, we have rarely seen such a low valuation for a tech company. At most perhaps Wirecard, but here the figures did not add up. These concerns do not exist with Teamviewer.
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13 Comments
I have to work with the program every day...
I am / was not a Waldorf student, but let me explain to you in pictures how it feels since the last update:
🤕 😭 😠 😩 💔 😡
I am / was not a Waldorf student, but let me explain to you in pictures how it feels since the last update:
🤕 😭 😠 😩 💔 😡
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77
•1Mon·
Dates week 37
As every Sunday, the most important news from the past week, as well as the dates for the coming week.
Also as a video:
https://youtube.com/shorts/x9vYOOc15VQ?si=zlusDmb_2RJtmPA5
Monday:
For the Göppingen-based software group $TMV (-0.89%) Teamviewer is taking the elevator
upwards today. The reason is an upgrade by Bank of America. The new short target is still 60% short.
Tuesday:
The inflation rate in the eurozone was above expectations, dampening the mood somewhat. Instead of 2.0%, the inflation rate compared to the same month last year was 2.1
For a long time, bond yields were thought to be set in stone and the MM theory gained more and more fans. Now bond yields are showing that sentiment can theoretically tilt quickly. Poor inflation data and a bad budget situation, as well as more debt, are a toxic mix. Germany is again paying a yield of 3.41% on 30-year government bonds. The highest in 14 years.
In the UK, however, things are looking much worse. Among other things, the possible resignation of the finance minister is fueling the situation there. 30-year government bonds there are already trading at 5.58 %. It is also clear that if other countries have to pay such yields, this will also drive up yields in France or Germany.
However, UBS currently believes that a turnaround in the UK is already possible. The budget situation is so tight that taxes will probably have to be increased. This should improve the budget situation and could calm the situation.
US court rules that the break-up of Alphabet is off the table. Chrome and Android do not have to be sold. However, Google may no longer enter into exclusive agreements with individual manufacturers in future.
https://www.tagesschau.de/wirtschaft/unternehmen/google-monopol-urteil-100.html
Wednesday:
At the beginning of the week, the upgrade by Bank of America, and in the middle of the week TigerLuxOne Holding, which belongs to the PE fund Permira, sells 7% of the $TMV (-0.89%) TeamViewer shares, sending the share price down again. Is this a warning signal? In our view, only to a very limited extent. The holding company in question sells 7% of TeamViewer shares every two years. PE does not buy and hold. The remaining 7% were also sold elsewhere.
Friday:
$BNTX (-1.28%) BionTech seems to be making progress in terms of portfolio expansion. The company has now been able to present successful study results for the treatment of breast cancer and the share price has risen significantly.
Poor data from the US labor market could increase the chance of an interest rate cut in the USA. Instead of the expected 75,000 jobs, only 22,000 jobs were created. The unemployment rate rose slightly to 4.3%. As the Fed is measured not only by price stability but also by the labor market figures, a rate cut could come soon.
These are the most important dates for the coming week:
Wednesday: 14:30 Producer prices (USA)
Thursday: 14:15 Key interest rate (ECB)
Thursday: 14:30 Inflation data (USA)
Can you think of any other dates? Write it in the comments
77
2Mon·
Dates week 32
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/j7wxXDJyQu8?si=PrSmNA8VWLxzXRsw
Sunday:
The tariff deal stands, 15% on everything except steel, aluminum & drugs. For steel & aluminum, the tariff remains at 50%. There will probably be an announcement on medicines soon. However, this only affects imports from the EU to the USA. This is good news for car manufacturers, where tariffs have been halved. The EU is also to invest 600 billion dollars in the USA and buy energy for 750 billion dollars. According to von der Leyen, 50% tariffs will probably no longer apply to aluminum and steel, and there will also be an upper limit for medicines; for some goods there will no longer be any tariffs at all:
Tuesday:
Teamviewer $TMV (-0.89%) records 5% growth to 191 million euros in sales in Q2 and exceeds expectations with an operating margin of 44%. Lower marketing costs in particular are paying off here.
Heidelberger Druck $HBGRY is entering the defense business, the company wants to gain access to the billions invested in defense spending by the state and also establish a new pillar outside its core business.
Wednesday:
$KGX (+2.93%) Kion surprises positively in terms of order volume. The Frankfurt-based logistics group sells forklift trucks, supply chain solutions and warehouse technology. Turnover fell by 6% to 2.7 billion euros in the 2nd quarter. Profit rose by more than 30% to 94 million euros. Incoming orders also rose by more than 30% to 3.5 billion euros.
As expected, the German economy shrank slightly by 0.1% in the 2nd quarter. This is also due to the pull-forward effects of the US tariffs in the 1st quarter, where there was surprising growth of 0.4%. Let's hope that Kion's order figures are a good harbinger for the rest of the year.
The US economy had the opposite effect, with the trade balance improving in Q2 as a result of exports being brought forward, which is partly responsible for the surprisingly strong growth of 2.4% (annualized = extrapolated for the year). There was still a decline in GDP in Q1.
In the evening, the Fed announced that interest rates would unsurprisingly be kept at their current level.
Thursday:
The Bank of Japan also leaves interest rates unchanged at 0.5%. However, it plans to raise interest rates in the future if prices and the economy develop as forecast. In view of Japan's national debt, however, the BoJ's room for maneuver in raising interest rates is limited.
Friday:
The markets start the weekend on a much lighter note, with a poor labor market report from the USA in particular dampening sentiment. In July, around 30,000 fewer jobs were created than expected. Even worse, the jobs created in the two previous months were revised downwards by 258,000.
https://finanzmarktwelt.de/us-arbeitsmarktdaten-juli-359225/?amp
These are the most important dates for the coming week:
Tuesday: 16:00 ISM Purchasing Managers' Index (USA)
Thursday: 13:00 Interest rate decision (UK)
Friday: 16:00 Inflation expectations (USA)
Can you think of any other dates? Write it in the comments
#ism
#einkaufsmanagerindex
#boe
#leitzins
#usa
#inflationserwartung
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2Mon·
Teamviewer Q2
Teamviewer $TMV (-0.89%) recorded 5% growth to 191 million euros in sales in Q2 and exceeded expectations with an operating margin of 44%. Lower marketing costs in particular are paying off here.
33
3 Comments2Mon
About time for some momentum in the share price haha😍
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11
•3Mon·
Dates week 28
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/P7B_mXvAg-c?si=CNpKK-zfBeTMD-sW
Monday:
China continues to struggle with economic problems. Above all, weak domestic demand and the trade conflicts are weighing on industrial production. The Purchasing Managers' Index remains below 50 at 49.7 points, with values above 50 signaling growth.
Inflation in Germany surprisingly falls to 2% in June. This puts inflation exactly on target for the ECB. In May, the inflation rate was still at 2.1%.
Tuesday:
In June, inflation in the eurozone rose slightly to 2.0%, which is right on target for the ECB.
https://www.tagesschau.de/wirtschaft/konjunktur/inflation-eurozone-anstieg-100.html
Thursday:
$TMV (-0.89%) Teamviewer is currently still valued at a P/E ratio of 11. This is an extraordinary valuation for a software company that also offers AI solutions. Analysts see upside potential of 50% and more. The Handelsblatt has now dedicated an article to the topic and explains it primarily with the slump in growth after Corona.
The US labor market is proving more robust than expected. 147,00 new jobs were created. Economists had only expected job growth of 110,000 outside the agricultural sector.
These are the most important dates for the coming week:
Monday: 11:00 Retail Sales (EUR)
Wednesday: 20:00 FOMC Minutes (USA)
Friday: 14:30 Current account balance (DE)
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5Mon·
06.05.2025
Redcare Pharmacy returns to profit + Barclays lowers Porsche AG to 'Equal Weight + Zalando starts positively and attracts more customers + Evotec starts the year with a decline in sales + Teamviewer confirms annual targets despite difficult environment
Redcare Pharmacy $RDC (+0.82%)returns to the profit zone operationally as expected
- The online pharmacy Redcare Pharmacy (Shop Apotheke) has made a profitable start to the current year despite investments in growth with e-prescriptions in Germany.
- Unlike in the fourth quarter, the company achieved an operating profit in the first three months.
- Earnings before interest, taxes, depreciation and amortization (EBITDA), adjusted for special effects, rose by 14 million euros to 9 million euros compared to the previous quarter, the MDax-listed company announced in Sevenum on Tuesday.
- Experts surveyed by Bloomberg had expected an operating profit at this level.
- Compared to the same quarter of the previous year, Redcare Pharmacy earned slightly less operationally.
- As already known, turnover increased by 28 percent to 717 million euros compared to the same quarter of the previous year.
- The online pharmacy also confirmed its 2025 forecast and its medium to long-term targets.
Barclays lowers Porsche AG $P911 (+4.37%)to 'Equal Weight'; target at 42.50 euros
- The British investment bank Barclays has lowered its target price for Porsche AG shares from 62.50 to 42.50 euros and consequently downgraded the shares from "Overweight" to "Equal Weight".
- According to analyst Henning Cosman's reassessment of the Zuffenhausen-based company on Monday evening, he is returning to the sidelines.
- Both demand and restructuring are weaker than expected, he wrote with a view to the quarterly results.
- His estimates up to 2027 are 5 to 10 percent below the new consensus, according to his own statement.
- He believes the valuation of the shares is still too high.
Zalando $ZAL (+0.68%)gets off to a positive start and attracts more customers
- The online retailer Zalando has started the new financial year with growth.
- The company benefited from a good end-of-season sale, a positive start to the new spring/summer season and its bonus program.
- The number of active customers reached a new high, Zalando announced in Berlin on Tuesday.
- Sales rose by 7.9 percent to 2.4 billion euros in the first quarter.
- The gross merchandise volume increased by 6.5 percent to 3.5 billion euros.
- Adjusted earnings before interest and taxes (EBIT) improved from 28.3 million to 46.7 million euros.
- The figures were in line with analysts' expectations.
- Zalando confirmed its forecast for the current year, despite the uncertain environment.
Evotec $EVT (+2.43%)starts the year with a decline in sales - targets confirmed
- The pharmaceutical drug researcher and developer Evotec has recorded a weaker start to the year.
- Revenues fell by four percent year-on-year to 200 million euros, as the company announced on Tuesday.
- Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) fell by around 60 percent to EUR 3.1 million due to higher selling and administrative expenses.
- On balance, the loss widened from just under 21 million to around 32 million euros. The targets for 2025 were reaffirmed.
- Evotec only recently announced that it would be realigning its focus.
- In future, the company intends to focus on high-value services and therapeutic areas and reduce its project portfolio by around 30 percent.
- The company intends to withdraw from investments and focus on the two pillars of drug discovery & preclinical development and the Just - Evotec Biologics division.
- In addition to the current cost program, the MDax-listed company plans to save more than EUR 50 million by 2028.
Teamviewer $TMV (-0.89%)confirms annual targets despite difficult environment
- Software provider Teamviewer is maintaining its outlook for the year following revenue growth in the first quarter.
- "We are seeing continued high demand for our solutions - despite the very volatile global market environment," said Teamviewer CEO Oliver Steil on Tuesday, according to a press release.
- In the first quarter, the MDax company's reported turnover rose by 11 percent to 178.8 million euros.
- At the bottom line, the net result climbed by a third to 29.6 million euros.
- This was mainly due to falling marketing costs after the sponsorship agreement with English soccer club Manchester United was significantly reduced from the middle of last year.
- The takeover of 1E, which was completed at the end of January, also contributed to the growth in turnover, with the company reporting that its integration is proceeding according to plan.
- There was strong growth in the area of large corporate customers (enterprise segment). Teamviewer confirmed its targets for the year.
- In the annual outlook, the company includes the acquisition "pro forma" for comparison purposes as if it had been part of the Group since January 1, 2024.
- Accordingly, pro forma turnover is expected to increase by a further 5.1 to 7.7 percent to between 778 and 797 million euros.
- The operating profit margin adjusted for one-off effects (adjusted EBITDA) is expected to be around 43%.
- Based on this calculation, Teamviewer achieved an operating margin of 43 percent in the first quarter.
Tuesday: Stock market dates, economic data, quarterly figures
Stock market holiday in Japan and South Korea
- ex-dividend of individual stocks
- Anheuser-Busch InBev EUR 1.00
- Verbund 2.80 EUR
- Quarterly figures / company dates USA / Asia
- 13:00 Marriott International quarterly figures
- 16:00 Bristol Myers Squibb quarterly figures | General Electric AGM
- 18:00 Intel AGM
- 22:15 AMD | Coty quarterly figures
- No time specified: Electronic Arts | The Mosaic Quarterly figures
- Quarterly figures / Company dates Europe
- 07:00 Redcare Pharmacy | Kontron | Evotec | Fresenius Medical Care | Kontron
- 07:00 Evotec | Rational | Teamviewer | Zalando | Axa | Royal Philips
- 07:10 Elmos Semiconductor | Norma Group quarterly figures
- 07:30 Continental | Hugo Boss | Koenig & Bauer | Uniper
- 07:30 Raiffeisen Bank International | Scout24 Quarterly figures
- 08:00 MTU Aero Engines | Vestas Wind Quarterly figures
- 09:00 KSB SE & Co. KGaA, 1Q results | Teamviewer analyst conference | Hugo Boss PK
- 09:30 MTU Aero Engines PK
- 10:00 Deutsche Lufthansa | Nordex AGM
- 11:00 Redcare Pharmacy Conference Call | Hugo Boss Analyst Conference | MTU Aero Engines Analyst Conference
- 12:00 Intesa Sanpaolo quarterly figures
- 12:30 Continental Analyst Conference
- 14:00 Ferrari quarterly figures | Evotec conference call | Fresenius Medical Care analyst conference call
- 15:00 Rational Conference Call | Scou24 Analyst Conference
- Untimed: Amadeus Fire quarterly figures
- Economic data
08:00 DE: Turnover in the service sector February
08:45 FR: Industrial production March FORECAST: +0.2% yoy previous: +0.7% yoy
09:45 IT: Purchasing Managers' Index/PMI non-manufacturing April PROGNOSE: 51.3 previous: 52.0
09:50 FR: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April PROGNOSE: 46.8 1st release: 46.8 PREV: 47.9 Total Purchasing Managers' Index (2nd release) PROGNOSE: 47.3 1st release: 47.3 PREV: 48.0
09:55 DE: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April FORECAST: 48.8 1st release: 48.8 PREV: 50.9 Total Purchasing Managers' Index (2nd release) FORECAST: 49.7 1st release: 49.7 PREV: 51.3
10:00 EU: Purchasing Managers' Index/PMI non-manufacturing Eurozone (2nd release) April FORECAST: 49.7 1st release: 49.7 Previous: 51.0 Total Purchasing Managers' Index (2nd release) FORECAST: 50.1 1st release: 50.1 Previous: 50.9
10:30 UK: Purchasing Managers' Index/PMI non-manufacturing (2nd release) April FORECAST: 48.9 1st release: 48.9 Previous: 52.5
11:00 EU: Producer Prices March Eurozone OUTLOOK: -1.0% yoy/+2.7% yoy previous: +0.2% yoy/+3.0% yoy
Without time data:
- PO: Annual meeting of the ECB
- US: US President Trump receives Canada's Prime Minister Carney
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