As we do every week, here are the top stories from the past week:

Tuesday:

$PLTR (+0,63 %) is driving the entire AI market higher. Quarterly revenue was nearly $200 million above expectations. Earnings per share were also significantly higher than expected.

https://de.investing.com/news/stock-market-news/broadcom-aktie-steigt-kraftig-starke-kinachfrage-und-positives-marktumfeld-als-treiber-93CH-3598824

Wednesday:

Expectations for $DHL (-0,68 %) DHL were already high, causing the stock to dip slightly, but DHL reported strong results. Profit increased by more than 20%. Revenue also rose by about 12% to 22.37 billion euros.

https://www.finanzen.net/nachricht/aktien/aktienrueckkaufprogramm-dhl-aktie-zollt-rally-tribut-gewinn-im-zweiten-quartal-ueberproportional-zum-umsatz-gesteigert-15848732

Thursday:

$G24 (-0,15 %) Scout24 continues to grow strongly. In Q2, revenue rose by 20% to just under 200 million euros. AI integration was also significantly expanded.

https://www.wallstreet-online.de/nachricht/21205218-scout24-starkem-q2-umsatz-20-bereinigtes-eps-18

As a result, $RWE (-0,82 %) RWE is withdrawing from wind power projects in the U.S., the government is paying $1.2 billion. RWE plans to use the money, among other things, to invest in a liquefied natural gas project.

https://www.handelsblatt.com/unternehmen/industrie/energie-us-regierung-zahlt-rwe-12-milliarden-dollar-fuer-windkraft-ausstieg/100245634.html

$PLTR (+0,63 %)
$SNAP (+0 %)
$HSBA (-1,34 %)
$9434 (+0,56 %)
$ZAL (+1,07 %)
$BOSS (+0,93 %)
$BNTX (+0,32 %)
$SPOT (+0,92 %)
$BP. (+0,44 %)
$BAYN (+0,37 %)
$DOCN (+1,25 %)
$MCD (+0,36 %)
$CAT (-0,1 %)
$PFE (+0,71 %)
$ANET (-0,08 %)
$PINS (+0,85 %)
$SPCX (-1,4 %)
$AMD (+0,22 %)
$PARA (+0,02 %)
$LUMN (+5,29 %)
$KTOS (-0,04 %)
$CPNG (+0,19 %)
$IFX (-2,99 %)
$ENR (-1,97 %)
$DHL (-0,68 %)
$NOVO B (-0,1 %)
$CVS (+0,6 %)
$UBER (+0,46 %)
$SEDG (-0,33 %)
$WULF (-0,07 %)
$CRCL (-1,33 %)
$SHOP (+0,11 %)
$DIS (+0,49 %)
$HUBS (+0,52 %)
$DASH (+0,65 %)
$FSLY (+0,02 %)
$SNDK (-1,02 %)
$MELI (-0,21 %)
$DUOL
$APP (+0,35 %)
$SMR
$FIG (+0,21 %)
$SIE (-1,17 %)
$CBK (-0,98 %)
$IOS (+1,17 %)
$FI (+0,68 %)
$DDOG (+0,2 %)
$RHM (+0,46 %)
$QBTS (-0,18 %)
$G24 (-0,15 %)
$AKAM (+0,13 %)
$MUV2 (+0,72 %)
$UA (+0,76 %)
$OKLO

As every week before the start of the new week, the most important news from the past week.

Tuesday:

Bayer surprises with its agricultural division of all things. The company is still struggling with legal disputes. In the first quarter, the profit of $BAYN (+0,37 %) Bayer doubled to 2.76 billion euros. Also because the pharmaceuticals business performed better than analysts had expected.

https://www.boerse.de/nachrichten-amp/Bayer-ueberrascht-dank-Agrarsparte-positiv-zum-Jahresstart/38324212

$G24 (-0,15 %) Scout24 raises its growth forecast and dispels AI concerns. The EBITDA margin is set to rise to 64% by 2028. Revenue is expected to grow at a double-digit rate by then.

https://www.finanzen.net/amp/automatisierung-scout24-aktie-springt-an-mehr-tempo-mehr-profit-bis-2028-15678948

Wednesday:

$EOAN (-0,44 %) Eon presents good figures for the first quarter. Consolidated net profit climbed significantly by 7% to 1.3 billion euros. Eon also invested 1.4 billion euros. Eon is the largest provider of energy networks in Europe.

https://www.handelsblatt.com/unternehmen/energie/quartalszahlen-eon-verdient-zum-jahresauftakt-mehr-prognosen-bestaetigt/100224737.html

$EKT (-1,53 %) Energiekontor started the year as planned. The Group's own portfolio has increased to around 450 megawatts. Projects with a capacity of 650 megawatts are under construction and construction is proceeding according to plan.

https://www.ecoreporter.de/artikel/energiekontor-liegt-im-plan-aktie-gewinnt-57/

Due to a record order from Ukraine, SFC Energy $F3C (-1,22 %) SFC Energy is raising its forecast. Sales are expected to rise to between 163 and 175 million euros. The major order from the Ukraine alone brings in 42.7 million euros; highly mobile fuel cells will be sold.

https://www.finanzen.net/nachricht/aktien/ausblick-sfc-energy-aktie-zieht-zweistellig-an-prognoseerhoehung-nach-rekord-auftrag-aus-der-ukraine-15679594

Thursday:

Cisco raises its forecast significantly, the share price gains substantially. For the full year, Cisco now expects sales of USD 62.8 - 63 billion. In the last quarter, profits rose by almost a third to USD 3.4 billion.

https://www.deraktionaer.de/artikel/aktien/cisco-kraeftiges-plus-nach-quartalszahlen-und-starkem-ausblick-20400997.html

Friday:

Kevin Warsh takes over as Chairman of the Fed this Friday. Many are curious to see what central bank policy will look like under the new chairman. Trump, at least, would like to see interest rates cut. In the past, Warsh was better known for his position on reducing the Fed's balance sheet.

https://www.zeit.de/2026/22/kevin-warsh-federal-reserve-notenbank-donald-trump/seite-3

$G24 (-0,15 %)

The real estate market is changing and one company is dominating the digital ecosystem more than ever: Scout24 SE $G24 (-0,15 %)

While many are just staring at the interest rates, the Munich-based company is providing hard facts that speak for an investment.

Why is NOW a strategically smart time? Here are the 3 main reasons:

1. margin power at record levels 💰

In the latest Q1 report 2026, Scout24 reported an operating operating EBITDA margin of 60.1%. delivered. This means that for every euro of revenue, more than 60 cents are retained as operating profit. That is Software-as-a-Service (SaaS) excellence at its best.

- Sales growth: Double-digit (+13.9 %).

- EPS boost: Earnings per share growth of over 40% shows how efficiently the company is scaling.

2. the "operating system" of the real estate industry 🛠️

Scout24 is no longer just an advertising portal. Thanks to the deep integration of AI tools and CRM software for brokers (B2B), the platform has become indispensable.

- High switching hurdles: Once you manage all your processes via ImmoScout24, you will never leave.

- AI lead: With tools such as PropstackAI, Scout24 is securing its market leadership for the next decade.

3. shareholder value & buybacks 🔄

The management is serious: with a massive share buyback share buyback program of up to EUR 350 million the supply of shares is being reduced. For you as a shareholder, this means that your stake in the company will become more valuable without you having to invest a cent extra.

📉 Chart check & forecast

The share is currently consolidating at a healthy level (approx. EUR 70-75). If the trend continues, analysts see price targets of 90 EUR+ in the next 18 months.

Long-term investors (5 years+) are betting on market dominance in a recovering real estate environment.

Conclusion: Scout24 is the perfect mix of secure moat and dynamic growth.

#Aktien
#Börse
#Investment
#Scout24
#Immobilien
#Finanzen
#WealthManagement
#Aktienanalyse

$VZ (+0,31 %)
$DPZ (+0,74 %)
$CDNS (+0,89 %)
$BARC (-1,54 %)
$SPOT (+0,92 %)
$BP. (+0,44 %)
$SPGI (+1,04 %)
$KO (+0,29 %)
$UPS (+0,46 %)
$AIR (+0,04 %)
$SBUX (+0,35 %)
$ENPH (+0,5 %)
$NXPI (+0,25 %)
$STX (+0,28 %)
$BE (-0,85 %)
$V (+0,28 %)
$MDLZ (+0,7 %)
$HOOD (-0,76 %)
$MBG (+0,25 %)
$UBSG (-0,14 %)
$DBK (-1,22 %)
$LMND (-0,23 %)
$SOFI (+0,04 %)
$TER (-0,83 %)
$ADS (+0,57 %)
$ABBV (+0,78 %)
$G24 (-0,15 %)
$WM (+0,3 %)
$APH (-0,27 %)
$CMG (+0,64 %)
$GOOG (+0,4 %)
$META (+0,5 %)
$MSFT (+0,66 %)
$AMZN (+0,61 %)
$005930
$BAS (+0,29 %)
$SU (-0,84 %)
$INGA (-0,94 %)
$ULVR (+0,39 %)
$IDR (+0,76 %)
$DHL (-0,68 %)
$CAT (-0,1 %)
$MA (+0,42 %)
$PUM (+0,64 %)
$MRK (+0,4 %)
$CNHI (-0,25 %)
$LLY (+0,58 %)
$FSLR (+0,56 %)
$WDC (-0,24 %)
$RBLX (+0,5 %)
$RDDT (+0,38 %)
$SNDK (-1,02 %)
$AAPL (+0,6 %)
$TWLO (+1,01 %)
$EL (+0,36 %)
$CL (+0,4 %)
$XOM (+0,41 %)
$CVX (+0,26 %)

Good business model at a good price.

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/Xr1TBk7MCoo?si=Qhs6BGsKjAccR_OX

Monday:

The ifo business figures are positive. The business climate rises by one point to 88.6 points, more than expected (88.3). At the same time, companies' expectations also improved.

https://www.ariva.de/news/deutschlands-wirtschaft-mit-belebungssignalen-11917308

Tuesday:

The new weight loss drug Cagrisema from $NOVO B (-0,1 %) Novo Nordisk disappoints in a comparative study. The drug is not at least as effective as the drug tirzepatide from competitor Eli Lilly. The share price slumped significantly.

https://www.handelsblatt.com/unternehmen/industrie/cagrisema-rueckschlag-fuer-novo-abnehmmittel-aktie-gibt-deutlich-nach/100202554.html

Wednesday:

The demand for chips from $NVDA (+0,69 %) NVIDIA is unbroken. Sales increased by 73% in the last quarter. Adjusted earnings per share almost doubled. The Group also expects further growth in the next quarter.

https://www.handelsblatt.com/technik/it-internet/kuenstliche-intelligenz-nvidia-mit-erneutem-rekordquartal/100202859.html

Thursday:

$G24 (-0,15 %) Scout24 continues to grow at double-digit rates, both in terms of revenue and profit. Double-digit growth is also expected this year

double-digit growth again this year, partly due to the acquisition in Spain, which will reduce the company's dependence on Germany.

https://www.boerse.de/nachrichten-amp/EQS-News-Scout24-veroeffentlicht-vorlaeufige-Ergebnisse-fuer-2025-und-gibt-Prognose-fuer-2026-bekannt-Wachstum-und-starke-operative-Entwicklung-bestaetigt/38155751

Saturday:

Israel and the USA attack Iran and its head of state is killed. There is a threat of oil supply shortages and a spread of the conflict to other countries, as Iran attacks several Gulf states.

https://www.tagesschau.de/newsticker/liveblog-israel-usa-angriffe-iran-102.html

These are the most important dates for the coming week:

Monday: 02:45 EMI (China)

Tuesday: 11:00 Inflation data (EUR)

Wednesday: 14:30 ADP Employment (USA)

#china
#inflation
#euro
#arbeitsmarkt
#usa

Can you think of any other dates?

$DPZ (+0,74 %)
$HIMS (+0,5 %)
$KTOS (-0,04 %)
$DOCN (+1,25 %)
$FME (+0,85 %)
$KDP (+0,28 %)
$AMT (+0,34 %)
$HD (+0,21 %)
$WDAY (+0,94 %)
$FSLR (+0,56 %)
$TEM (+0,03 %)
$O (+0,44 %)
$MELI (-0,21 %)
$HPQ (-0,35 %)
$LCID (+0,27 %)
$DRO (-0,92 %)
$HSBA (-1,34 %)
$FRE (+1,19 %)
$AG1 (+0,38 %)
$CRCL (-1,33 %)
$UTHR (+0,29 %)
$LDO (+0,67 %)
$IDR (+0,76 %)
$NTNX (+0,12 %)
$PARA (+0,02 %)
$NVDA (+0,69 %)
$TTD (+0,57 %)
$AI (+0,37 %)
$CRM (+0,39 %)
$SNPS (+0,39 %)
$SNOW (+0,5 %)
$PSTG (+0,55 %)
$ZIP (+0,52 %)
$ZM (+0,72 %)
$NU (-0,02 %)
$RR. (-0,44 %)
$MUV2 (+0,72 %)
$BIDU (-0,52 %)
$CELH
$DTE (+0,51 %)
$STLAM (+0,92 %)
$WBD (+0 %)
$HAG (-1,09 %)
$QBTS (-0,18 %)
$LKNCY (+0,85 %)
$BABA (-1,24 %)
$G24 (-0,15 %)
$HTZ (-0,16 %)
$PUM (+0,64 %)
$AIXA (+0,26 %)
$RUN (-0,22 %)
$INTU (+0,45 %)
$WULF (-0,07 %)
$MNST (+0,48 %)
$SQ (+0,33 %)
$ADSK (-0,29 %)
$MP (+0,64 %)
$RKLB (-0,9 %)
$SOUN (-0,98 %)
$SMR
$CRWV (-1,17 %)
$CPNG (+0,19 %)
$DUOL

Some time ago we $G24 (-0,15 %) Scout24 into our value portfolio.

We had had Scout24 on our watchlist for a long time and we wanted to buy in the event of a price setback. However, this did not happen for a very long time.

It was not until the AI hype and a potential new threat from established players such as Scout24, as well as the inclusion in the DAX, which often leads to a sell-off. Scout24 experienced the long hoped-for price setback.

We have analyzed the share in detail here:

https://youtu.be/v69PMmCNCwM?si=diW44WCIwckzMwFK

What do you think of the company?