What do you think of my decision?

Hello my dears,

Today I received a question from the dear one @BamBamInvest . It was about which companies I have already looked at in the field of robotics and especially humanoid robots.

Because the answer has become a little longer. I would like to share it with the community here once again.

My dears and my dear @BamBamInvest ,

I have already @EpsEra already made some great posts on this topic. Which I also commented on. And I actually see Japan as an innovative player here. Japan is an ageing society in which, among other things, humanoids are supposed to solve the problem. Like in nursing homes, for example.

Unfortunately, one major player has completely run away from me $7012 (+1,7%) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (-0,5%) .

FANUC CORP. is a Japanese company active in the field of electrical equipment. The group works in particular on automation and basic technologies for servos and robots.

One supplier in the field of industrial robots that I like is $6481 (-0,85%) . I have also made a post about this .

https://getqu.in/fZudqX/

Just as in the AI sector, Softbank is of course also involved in humanoids,

You should also keep an eye on South Korea. Unfortunately Hyundai)Kia has been delisted from the stock exchange, here I see Boston Dynamik as very strong.

Nvidia $NVDA (+0,76%) is one of the key players in this area. AI and humanoid robots are interlinked.

I could imagine that we will see something in this sector from $SIE (+0,3%) Siemens or Bosch in this sector.

But there are a number of start-ups in Germany in particular, some of which were even founded at universities.

I wouldn't want to underestimate them under any circumstances.

$GFT (+0%) has now also entered into a partnership with Neura Robotic and is supplying the AI software. In my opinion, Neura's humanoids are already very advanced.

For me, AI and humanoids are also connected. And so many AI players are also becoming players here.

As already mentioned, networking via the cloud will play a role, making the major cloud providers interesting.

Optimus would also be the only reason for me to invest in $TSLA (+1,4%) to invest.

The Chinese company UBTECH Robotics, with its humanoid Walker S, which is already in use at Nio and BYD, should also be mentioned.

Figure AI cooperates with BMW, for example. Figure AI is also working with OpenAI to develop generative AI for humanoid robots, and its investors include NVIDIA, Microsoft and Amazon.

Sanctuary AI with the humanoid Phoenix has a partnership with $MSFT (+1,01%) Microsoft.

$AMZN (+4,5%) Amazon has a partnership with Agility Robotics. And uses Digit in the warehouses.

You should also have heard of AgiBot (a startup from Shanghai).

I think there will be a few IPOs in the humanoid sector in the near future.

Teradyne is the TÜV for robots.

$TER (-0,03%) is a player in industrial robots. Teradyne currently takes a critical view of the industrial use of humanoid robots and is deliberately focusing on practical, ready-to-use automation solutions - in particular collaborative robotic arms (Universal Robots) and autonomous transport robots (MiR).

$APH (+2,38%) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (+1,15%) supplies the muscles.

Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production

$MELE (+2,26%) is a Belgian company with a market capitalization of 3 billion, is very strong in the sensors that are needed. And is on my watch.

$JBL (+2,38%) Jabil is a contract manufacturer for humanoids. Which has also already considered whether it could build its own humanoids.

(But you should wait for a reset here).

Also on the Watch $HEXA B (+4%) Hexagon.

A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.

Medical and industrial robots

Accuray $ARAY (+1,59%) develops medical robotic solutions for the radiotherapy of cancer patients. The robot-controlled radiosurgery system can track tumor movement during therapy in real time and correct it if necessary.

$CGNX (+0,77%) Cognex Corp.

The company manufactures machine vision devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in intelligent technologies.

Cognex Corp. is one of the prime stocks in the Industry 4.0 investment trend

Yaskawa Electric Corp.

$6506 (-0,63%) The Japanese machine manufacturer has its expertise in the production of industrial robots and frequency converters "AC Drivers" for controlling the power supply to machines.

Manz AG (according to @Aktienfox insolvent)

$M5Z (-2,29%) Industry 4.0

Manz manufactures and develops machines and systems for production and is one of the world's leading suppliers.

Manz AG is one of the prime stocks in the Industry 4.0 investment trend

Family-owned company

High-tech provider of production systems. The company is divided into 3 divisions: Electronics, Solar and Energy Storage. Dieter Manz, as Chairman and CEO, currently holds 37.3% of the voting rights.

$COH (+0,83%)

Anyone investing in these areas should be aware of this. We will have drawdowns.

It has always been the same with new technologies in the past.

But patience will be rewarded in the long term.

And we should be prepared now so as not to miss the boat.

$GFT (+0%)

Ladies and gentlemen, after pointing out the risks of value stocks in my last post.

I would now like to present you with a value stock in which I also see opportunities.

(This is not an investment recommendation, I am invested myself).

?? He was the first to expose Wirecard - now he reveals his top stocks! The GFT Technologies share has had a turbulent few months. Following a profit warning in July, the share price slumped significantly and caused uncertainty on the market. However, analysts now see signs of a bottoming out. In his new video, Tobias Bosler, editor-in-chief of Bosler Börse, shows why this bottom could now become the launch pad for the next rally. The Stuttgart-based software and consulting company operates globally, with strong footholds in Brazil, Germany, Spain and the UK. GFT advises banks, insurance companies and industrial groups on the modernization of their IT systems and drives the digitalization of business processes. Despite the decline in earnings in the first half of the year, the picture is more stable at second glance, as a one-off special effect from 2024 had distorted the basis for comparison. Conclusion: After the "bad bath" effect of the profit warning, GFT could be on the verge of a new start. Those who are betting on solid technology and digitalization trends will find a potential turnaround opportunity here - with an additional boost from the buybacks. Bosler usually invests himself. With a dual strategy & "value with turbo", he demonstrably achieves the following top profits: - +2,300?% with a Rheinmetall warrant - Once +1,071?% and once +737?% with Tesla puts - +36?% with PORR shares - +27?% with Nvidia shares - +210?% with a Raiffeisen turbo - and many more!

https://www.finanznachrichten.de/nachrichten-2025-08/66226640-gft-technologies-nach-gewinnwarnung-jetzt-die-chance-fuer-den-rebound-039.htm

$GFT (+0%)

Preliminary half-year figures & forecast update

H1 2025: Sales increased from € 429.6 million to € 441.5 million, adjusted EBIT almost constant at € 30.1 million (+1.5 %) .

EBT fell from € 30.05 million (H1/2024) to € 19.02 million - without the one-off effect of € +10.5 million from the previous year, the development would have remained linear .

Forecast for full year 2025 has been adjusted:

Sales: from € 930 million → **€ 885 million**

Adjusted EBIT: from €75 million → **€65 million**

EBT: of €60 million → **€45 million** .

📌 Reasons: Appreciation of the euro, weaker business in the UK and structural measures in the UK and Germany.

Outlook & strategic goals

The management confirms a positive development in the second half of the year, even if expectations at the beginning of the year were not met everywhere.

For 2029, GFT targets: Revenue of €1.5 billion and adjusted EBIT margin of 9.5%, driven by AI investments, high-margin services, smartshore expansion and targeted acquisitions .

$GFT (+0%)
@Max095 Max here is your Robotic share, a growth stock with a good dividend yield and a nice valuation. @Hotte1909

A strategic partnership with Neura Robotics gave the shares of GFT Technologies a strong boost on Monday. They rose by 4.2 percent to EUR 23.60 in the SDax later in the morning, making them one of the top stocks in the second-line index below the MDax after KWS Saat.

At the same time, the share price jump, which at times catapulted it up to EUR 24.20, marked the start of a dynamic attempt to break out of the recent correction trend. Following a strong recovery and an interim high of EUR 27 reached in mid-May, they fell back to EUR 21.40 last week. Weak quarterly figures contributed to this. In May, GFT reported a decline in earnings in the first quarter of 2025, although revenue had increased. However, the annual targets were confirmed.

This morning, GFT announced a cooperation with the robot manufacturer Neura Robotics. GFT will collaborate with Neura in the development of software for physical artificial intelligence (AI) and sees new growth opportunities in the booming robotics market as a result, it said. Neura develops intelligent machines that learn to adapt and act autonomously in real environments.

Warburg analyst Andreas Wolf had already referred to AI as one of the technology company's key areas of focus around two weeks ago and also wrote that one of the company's key AI initiatives involved a robotics company./ck/ag/stk

Source: dpa-AFX

https://www.boerse.de/nachrichten/AKTIE-IM-FOKUS-Roboter-Partnerschaft-verhilft-GFT-zu-starkem-Erholungsversuch/37580864

@Tenbagger2024

@Simpson

$GFT (+0%)

Hello my dears I am invested myself, and continue to be Bulgarian.

A lot is happening behind the scenes at GFT Technologies: The still quite new Executive Board member Marco Santos is setting several levers in motion to continue the growth strategy in the medium term. In particular, the focus on the megatrend of artificial intelligence (AI) is generating imagination - and more and more analysts are coming to the same conclusion.

An encouraging analyst commentary from Berenberg Bank is giving the GFT Technologies share new momentum today. Analyst Wolfgang Specht has raised the price target from 27 to 28 euros and confirmed the buy recommendation. The early initiatives to equip its own employees with AI skills should prove to be a considerable advantage for the software provider, according to the strategist - as the corresponding demand continues to rise. Background: GFT aims to position itself as a leader in AI-centric digital transformation by integrating generative AI solutions into its service offering and focusing its portfolio on more profitable, high-value services.

Fittingly, the financial sector is undergoing a fundamental transformation thanks to AI. While other industries have already gone through extensive automation cycles in the past, the financial industry is now noticeably catching up in terms of digitalization - especially in the areas of customer service, compliance and risk management. With specific AI solutions - such as chatbots to automate processes, applications for fraud detection and compliance processes - society could achieve significant growth in the future.

"We need to move forward. In recent months, we have invested a lot of time and energy in developing our new 5-year strategy to make GFT a fully AI-centric company and create the conditions to benefit significantly from the AI revolution," the CEO continued.

In the short term, however, the measures are likely to have a negative impact on margins - but CEO Santos expects a significant improvement in profitability from 2026. GFT Technologies aims to increase revenue to around 1.5 billion euros by 2029. Of this, 9.5 percent (around 143 million euros) is to be retained as earnings before interest and taxes (EBIT) adjusted for special effects. Half of the turnover could then already be generated with more profitable AI offerings. In the current year, revenue is expected to increase by seven percent to around 930 million euros. Of this, 68 million euros is likely to remain as adjusted EBIT - twelve percent less than in 2024. This results in an adjusted EBIT margin of 7.3 percent.

CONCLUSION

With a 2025 P/E ratio of 17 - which should fall to 13 in the coming year - the shares are currently trading at a considerable discount to the sector. The share buyback program launched in April has therefore come at the right time. In addition, there has recently been speculation in financial circles about a possible interest in GFT Technologies (free float: 64 percent) on the part of financial investor Thoma Bravo. However, with the jump above the short-term downward trend, the chart picture has now also brightened noticeably. If the bulls remain in control, the 26-euro mark could be approached quickly. Berenberg Bank's price target will then come into focus.

https://www.deraktionaer.de/artikel/aktien/gft-technologies-ploetzlich-top-gewinner-ki-machts-moeglich-20380952.html

$GFT (+0%) has recovered from the bounce at the beginning of the week. The resistance at €24.8 seems to have been broken for the time being. If it holds until the end of the week, we could rise further to the €31 mark in the coming week.

$GFT (+0%)

According to Focus Money (issue 21/2025), GFT Technologies [WKN: 580060, ISIN: DE0005800601] is a pioneer of digital transformation. The globally active IT service provider and software developer is an important partner for banks when it comes to setting up digital banking systems or converting existing systems to a cloud-enabled IT infrastructure.

The Group, which was founded in 1987, generates the largest share of its sales - around 75% - with banks. The core business is supplemented by solutions for the insurance industry to optimize customer service and claims processing.

New customers in sectors outside the core banking business

Visual inspection solutions for identifying quality defects in real time are also in demand in industry. GFT is hoping that the increased use of cognitive robotics and humanoid robots in particular will lead to new clients, enabling it to position itself in a trillion-dollar market right from the start.

Under the new CEO Marco Santos, who has been in office since the beginning of the year, the Group's focus on AI is to be driven forward in order to take advantage of "new opportunities across all industries".

GFT AI Impact rapidly accelerates software development

With GFT AI Impact, the company has a solution in its portfolio that uses AI to make software development, IT engineering and consulting faster and more efficient. Software development can be accelerated by up to 90% with GFT AI Impact.

Not least thanks to the AI platform, GFT aims to increase revenue to EUR 1.5 billion by 2029 and achieve an adjusted EBIT margin of 9.5%. In 2024, GFT had generated revenue of EUR 871 million and a margin of 8.9%.

Growth targets clearly defined

Despite worse-than-expected figures for the first quarter, the Executive Board expects revenue to increase by 7% to EUR 930 million in 205. However, adjusted EBIT is expected to fall by 4% to around 75 million euros.

However, the positive response from clients to the AI product GFT AI Impact was pleasing in the figures for the first quarter. With 440 new licenses sold in Q1, the figure of 315 licenses in Q4 2024 was clearly exceeded.

After a brief dip in earnings development in the current financial year, significantly better news can be expected from 2026 onwards. After earnings of EUR 1.56 per share in 2025, more than EUR 2 should already be realized in 2026. EPS should rise to 2.63 euros by 2028. Focus Money recommends buying with a target price of 33 euros (35% potential).

https://aktienmagazin.de/blog/analystenempfehlungen/gft-technologies-it-dienstleister-will-mit-ki-losungen-bis-2029-den-um-143270.html