$KTN (+0,17 %)

Kontron is a good example of how future winners can be identified. Of course, this is not the only method of finding potential price rockets, but in my view it is one of the simplest and most reliable.

If a share price moves sideways for years, even though sales, profits and cash flow are rising steadily, pressure builds up over time. But at some point, the facts can no longer be ignored.

In most cases, this results in an impulsive upward movement and a rethink on the stock market. First fundamentally oriented investors get in, then active traders and finally the masses.

All you have to do is position yourself in advance and wait, gravity will do the rest

Kontron share: Chart from 18.08.2025, price: EUR 24.96 - symbol: KTN | source: TWS

The first upward impulse has catapulted Kontron from around EUR 16 to EUR 29. However, this could be just the beginning of a protracted rally phase.

The share price is no higher today than in 2018, although profits are twice as high and the quality of the company has improved as a result of the strategic realignment.

In the last financial year, Kontron achieved a 16% jump in profits to EUR 1.42 per share and has consistently built on this in the current financial year.

In the first quarter, sales increased from EUR 356.1 million to EUR 385.4 million and earnings from EUR 0.26 to EUR 0.33 per share. The order backlog climbed from EUR 2.08 billion to EUR 2.19 billion and the value of the project pipeline even increased from EUR 6.64 billion to EUR 7.45 billion.

In the second quarter, turnover increased from EUR 395.7 million to EUR 423.8 million and earnings from EUR 0.35 to EUR 1.12 per share.

Why investors should no longer ignore Kontron

After six months, Kontron has thus earned almost as much as in the previous year. The positive trend is likely to continue in the future, as the order backlog rose from EUR 2.08 billion to EUR 2.28 billion and the value of the project pipeline increased from EUR 6.64 billion to EUR 7.72 billion.

As a result, Kontron has raised its forecast for the EBITDA this year from at least EUR 220 million to at least EUR 270 million, which corresponds to an increase of 40% or more.

According to consensus estimates, earnings should rise by 50% to EUR 2.20 per share this year.

This means that the P/E ratio today is as high or low as it was at the low of around EUR 16 in 2024.

This suggests that the share price potential may not yet be exhausted. Added to this is a solid Dividendenrendite of 3.0%

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/kontron-aktie/kontron-analyse/

$KTN (+0,17 %)

Kontron AG reported a 7% year-on-year decline in revenue for the second quarter of 2025 on Wednesday.

This is partly due to the exit from the unprofitable EMS business of Katek and the deconsolidation of JUMPtec.

Despite the lower revenue, the company's adjusted EBITDA margin improved to 12.6%. This corresponds to an increase of 166 basis points compared to the same period of the previous year and an improvement of 18 basis points compared to the first quarter of 2025.

The Software & Solutions segment was once again Kontron's strongest division. Revenue reached € 137 million in the second quarter of 2025 (+8% year-on-year) with an EBITDA margin of 33.1%.

This segment's share of the Group's total revenue for the first half of 2025 thus rose to 34.7%, compared to 29.9% in the same period of the previous year.

In the Europe segment, sales fell by 15% to € 203 million with an EBITDA margin of 9.6%, while the Global segment recorded sales of € 56 million (-5%) with a strong margin of 31.9%.

Net profit for the quarter amounted to € 19.5 million, which is 4% below the previous year's figure and 3% below the previous quarter. Operating cash flow developed positively in the first half of 2025, reaching € 16.3 million after € -16.8 million in the previous year.

As a result of the sale of JUMPtec, which generated non-operating proceeds of around € 48 million in the second quarter, Kontron has adjusted its forecast for the 2025 financial year.

The company now expects revenue of € 1.8 billion (previously: € 1.9-2.0 billion), but has raised its EBITDA forecast from over € 220 million to at least € 270 million.

The revised forecast implies a significant acceleration to double-digit growth in the second half of the year. According to the company, this is to be driven by projects in the transportation sector, higher defence spending and the further ramp-up of wallboxes.

Greetings :)

I'm almost too interested in the whole stock market topic. Over the last few weeks, I've been completely fixated on shares and finance.

Every day I've been following the posts on the platform, looking through all the portfolios and thinking about what to do next.

Sometimes I ignored the saying "time in the market beats timing the market" and unconsciously started gambling.

I thought about investment strategies every day. Sometimes I simply implemented crazy ideas, which I thought were stupid the next day.

My starting position was 4 ETFs. An All World, a Europe, an Asia and the Gerd Kommer ETF as mentioned in the previous post.

In the end, I decided on the $VWRL (+0,75 %) . I sold each ETF to create 2 new positions with the total amount. $SESG (+1,44 %) & $VNA (+1,71 %) to open. The rest of the total amount was placed entirely in the ETF. I had been watching both individual stocks for a while now and had read up on them. I am convinced of both companies so far. Both make up 6% of the portfolio and will be added to later when the time is right.

In addition, I add $SIE (+1,63 %) back into my portfolio via a savings plan. I save this position until it has reached a weighting of 10% in the portfolio.

Once this has been reached, I would like to take the same step with an insurer. However, I have not yet decided whether this will also be a German share like $ALV (+0,17 %) or whether I will opt for a Swiss share like $SREN (+1,02 %) will be chosen.

Besides, I still have stocks on the screen like $NVDA (+0,7 %) | $AMD (+1,54 %) | $GOOGL (+1,24 %) | $BATS (-1,18 %) | $KO (-1,17 %) which I am actually convinced of, but am only observing for the time being.

Stocks like $KTN (+0,17 %) | $RTLL (+2,35 %) | $8001 (+0,87 %) | $SOFI (+3,15 %) | $6861 (-0,67 %) are and will remain quite interesting, but I still have some uncertainties.

$BTC (+0,94 %) will find its way into my portfolio sooner or later. Unfortunately, I don't have the money to open another position. So I'll wait and see

Brief battle plan:

• asset accumulation
• Higher savings plan + focus on one ETF
• Add or expand positions through dividends.
• Enforce 10% share limit
• Keep calm and don't become stingy again

Should work.

PS: the vacation pay thing was completely nonsensical.

Let's forget that, please :).

Kontron AG is currently impressing with strong share price growth, an attractive dividend and a bulging order book. Within one year, the share price has risen from around 15 € to over 26 € - an increase of over 70 %. Analysts see further potential with price targets of around 29-30 €. The dividend yield is a solid 3 % - with the prospect of an increase. Particularly noteworthy is the order backlog of over € 2 billion and a project pipeline of 6.6 billionwhich secures long-term growth. Kontron is benefiting from the boom in IoT, infrastructure and industrial projects. A highly interesting SDAX stock.

Are you also invested in Kontron and what are your targets? I'm looking forward to your opinion!

$KTN (+0,17 %)

#technologie
#deutschland
#aktie
#dividenden
#hightech
#iot
#dax
#investieren

$KTN (+0,17 %)

At the Börse is often ignored that has long been fundamentally obvious - and Kontron
provides the proof. The share is now taking off.

Kontron share: Chart from July 16, 2025, price: EUR 27.52 - symbol: KTN | Source: TWS

It took a while, but things are now really picking up. Kontron has taken off impulsively and is in the process of breaking through the last relevant Widerstand before the all-time high

If a sustained rise above the resistance zone at EUR 26.50 - 26.80 is achieved, a procyclical uptrend will ensue. Kaufsignalwith extrapolated price targets of EUR 30 and EUR 32.

However, if the share falls back below EUR 26.50, the bulls will have missed their chance for the time being and a renewed setback to EUR 26 or EUR 25 must be expected.

At some point, prices will follow - and they always do

There are many reasons for the strong share price performance. Since Kontron has fully focused its business on IoT, things have been going brilliantly.

Since then, the company has received a number of major orders and, for example, an important certification from the US defense industry.

As a result, profits rose by 20% to EUR 1.47 per share last year.

This, as well as any news of new major orders, was largely ignored on the stock market. However, anyone reading along at LYNX Broker could hardly have missed it. Below this article you will find 5 further analyses of the share from the last few months.

It happens all the time on the stock market. Facts are ignored until it is no longer possible.

This is because the strong performance of the previous year continued in 2025. In the first quarter, turnover increased by 8% to 385.4 million euros. Earnings improved by 27% to EUR 0.33 per share.

Kontron unleashed

The order backlog reached a new record high of EUR 2.19 billion. The value of the project pipeline rose from EUR 6.64 billion to EUR 7.45 billion.

The company is forecasting "strong operational growth" for the financial year as a whole. The operating result (EBITDA) is expected to rise to at least EUR 220 million, compared to EUR 191.8 million in the previous year.

According to consensus estimates, earnings should rise by 23% to EUR 1.92 per share. This gives Kontron a P/E ratio of 14.3.

Anyone looking for further arguments will quickly find them. Yesterday Kontron announced that it had landed a service contract with SNCF France (Société Nationale des Chemins de fer Français) worth hundreds of millions. Très bien.

complete article

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/kontron-aktie/kontron-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&newsletter=true&mc-rss-cache-bypass=2025071706&goal=0_d93daae099-1d2ab9a67d-410756260#kontron-startet-impulsiv-durch-nachster-grossauftrag

$KTN (+0,17 %)

Sold half of my shares with a profit of over 50%. I had 1000 shares, but now I have 500 left, which I would like to keep...

$KTN (+0,17 %)

The French railroad SNCF awarded Kontron a service contract worth hundreds of millions.

The contract ensures the further development of the mobile communication system into FRMCS. This is a 5G-based communication standard for rail transportation systems.

Current 37.66% book profits and €110 dividends after deductions 🙌

$KTN (+0,17 %)

The project commissioned by the state infrastructure company SZ (Sprava zeleznic) on the route between the border with Germany and the towns of Dolni leb, Kralupy and Vltavoumit is worth around 26 million euros, the company announced on Tuesday in Linz, Austria.

Kontron had already received a EUR 34 million order for the expansion of a GSM-R communication system in the Czech Republic at the end of 2024. The orders will provide a wide range of voice and data services required for daily rail operations, it added.