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9 Aktien · sortiert nach Upside · letztes Update siehe Spalte „Snapshot".
📰News25 News · 14× hoch▶
- PLTR01.05.2026●●○Palantir Heads into May 4 Earnings 20% Down YTD — Bulls and Bears at Maximum Disagreement
Palantir enters Q1 2026 earnings (May 4 after close) with the stock down 20% YTD at $139.11. Analysts expect EPS $0.22 and revenue $1.54B. Options market pricing ~10.5% move either direction. The valuation debate is extreme: analyst targets range from $75 (bears) to $350 (bulls). Golden Dome and AIP commercial acceleration are the bull catalysts; 109x forward PE compression is the bear risk.
ForeignPolicyJournal - NEL.OL01.05.2026●●●Nel ASA: Final investment decision to industrialize Next-Generation Pressurized Alkaline platform
Nel has taken the final investment decision to industrialize its next-generation pressurized alkaline electrolyser platform, claiming 40-60% capex reduction. Commercial launch scheduled May 6, 2026 with delivery at scale in 2027.
PR Newswire / Nel Hydrogen - NEL.OL01.05.2026●●○Nel ASA receives USD 7 million purchase order for containerized PEM equipment
Nel Hydrogen US received a $7M PEM electrolyser order from Synqo Energies/Mesure Process for a European project, demonstrating continued PEM demand despite broader sector weakness.
Nel Hydrogen - NEL.OL01.05.2026●●●Nel ASA Q4/Full-Year 2025: Revenue 963M NOK, down 31% YoY, losses widen to 1.27B NOK
Full-year 2025 results confirm continued deterioration: revenue -31% to 963M NOK, net loss 1.27B NOK (+418% worse than 2024). EPS Q1 2026 beat revenue expectations at 360M NOK vs 268M expected.
Stockanalysis / OSE Filing - NEL.OL01.05.2026●●○Nel ASA: Technology provider for GreenH hydrogen projects in Norway
Nel named as technology provider for GreenH hydrogen projects in Kristiansund and Slagentangen, Norway, adding to domestic order pipeline.
Yahoo Finance / Nel - NEL.OL01.05.2026●●○22 analysts average target 2.09 NOK — below current price of 2.96 NOK
Consensus analyst target of 2.09 NOK implies -29% downside from current market price of 2.96 NOK, reflecting deep skepticism about near-term profitability path.
Stockinvest.us - EGR.AX01.05.2026●●●EcoGraf April 2026 Quarterly Activities Report — KfW Mandate und Offtake-Progress
Quarterly Report April 2026 bestätigt Fortschritte beim Epanko Debt Financing (KfW IPEX-Bank Mandat USD 105M) und binding Offtake-Agreements für 40,000 tpa.
ecograf.com.au - EGR.AX01.05.2026●●●EcoGraf New Feasibility Study Confirms Graphite Project Value of USD 516 Million — Offtake for 40,000 Tonnes
Aktualisierte Bankable Feasibility Study für Epanko: NPV10 pre-tax USD 516M, IRR 31.1%, EBITDA USD 85.7M/Jahr, Capex USD 199.3M. Deutlich besser als vorherige Studie.
goldinvest.de - EGR.AX01.05.2026●●●EcoGraf Signs EIB Cooperation Agreement for HFfree Battery Anode Business
EIB (European Investment Bank) unterzeichnete am 11. Februar 2026 Cooperation Agreement für Technical Assistance — stärkt EcoGrafs Position im EU Critical Raw Materials Sektor.
ecograf.com.au - EGR.AX01.05.2026●●○EcoGraf Advances Battery Anode Material Production with PQF Operational Success
Product Qualification Facility (PQF) in Betrieb genommen — ermöglicht Lieferung von Qualifizierungsproben an Batteriehersteller inkl. Mitsubishi Chemical.
ecograf.com.au - EGR.AX01.05.2026●●○EcoGraf Secures Mitsubishi Chemical und Taiwan Long Time Technology Partnerships
Neue Kooperationsvereinbarungen mit Mitsubishi Chemical (Japan) und Long Time Technology (Taiwan) für Battery Anode Materials — erweitern potenziellen Kundenstamm für HFfree-Produkte.
theglobeandmail.com - OSCR01.05.2026●●●Oscar Health Stock Soars on Reports of Two-Year ACA Subsidy Extension
OSCR-Aktie stieg um 13.7% nach Berichten über eine Verlängerung der ACA-Subsidies durch das Weiße Haus, was das größte Risiko für Oscars Mitgliederbasis reduziert. Inzwischen hat das House eine 3-Jahres-Extension verabschiedet, was den Stock auf +52% im Monat katapultiert hat.
StockTwits / Finance.Yahoo.com - OSCR01.05.2026●●●Oscar Health Is Up 5.2% After ACA Subsidy Extension Supports Core Exchange Business Model
ACA Premium Subsidy Extension durch House verabschiedet sichert Oscars Individual Exchange-Mitglieder (3.4M) für weitere 3 Jahre ab. 93% der Prämien kommen via CMS-Advanced-Premium-Tax-Credits.
Simply Wall St - OSCR01.05.2026●●○Oscar Health Reaffirms 2026 Outlook and Surging Membership
Management bestätigte FY2026-Guidance ($18.7-19.0B Revenue, $250-450M Earnings from Operations). Membership bei 3.4M, über internen Erwartungen. Neue $475M revolving credit facility angekündigt.
Simply Wall St - OSCR01.05.2026●●○Oscar Health Outlines Growth, Policy Risks and Capital Model Confidence
Management schätzt potenzielle ACA-Markt-Schrumpfung ohne Subsidies auf ~20% — deutlich besser als Bären-Szenarien. Reinsurance-Partner decken 55% des Kapitalbedarfs. Expansion in 20 Staaten für 2026.
Simply Wall St - OSCR01.05.2026●●●Q1 2026 Earnings Release am 6. Mai 2026 — Kritischer MLR-Test
Oscar Health veröffentlicht Q1 2026 Ergebnisse am 6. Mai 2026. Erwarteter EPS $1.21 (+31.5% YoY). Der MLR-Trend in Q1 wird der entscheidende Indikator für die Profitabilitäts-Normalisierung in 2026 sein.
Nasdaq - NVO01.05.2026●●●Novo Nordisk 2026 guidance: Sales to decline 5-13% at constant exchange rates
NVO's 2026 guidance projects first revenue decline in GLP-1 era, driven by MFN pricing framework, Medicaid coverage cuts, and planned 50% list price reduction for Wegovy/Ozempic from January 2027. Stock fell 18% on the announcement.
Pharmaceutical Technology - NVO01.05.2026●●●CagriSema fails non-inferiority vs tirzepatide in REDEFINE 4 Phase 3 trial
CagriSema achieved 23% weight loss at 84 weeks but missed primary endpoint of non-inferiority vs Eli Lilly's tirzepatide. NVO fell 16%+ on February 23, removing the clearest pipeline catalyst for post-cliff revenue defense.
Capital.com / Novo Nordisk - NVO01.05.2026●●●Novo Nordisk launches Wegovy HD (semaglutide 7.2mg) in US at $399/month for cash patients
Wegovy HD launched April 7, 2026 at $399/month cash or $25/month with commercial coverage following March 2026 FDA approval. Higher dose targeting deeper weight loss to compete with tirzepatide.
Capital.com - NVO01.05.2026●●●Novo Nordisk submits oral semaglutide 25mg for FDA review in obesity
FDA submission for oral semaglutide 25mg in obesity indication filed, with decision expected H2 2026. Oral formulation could expand addressable patient population significantly by removing injection barrier.
Novo Nordisk IR - NVO01.05.2026●●○Q1 2026 earnings scheduled May 6, 2026 — analyst consensus EPS ~$0.85-0.90
Q1 2026 results to be released May 6, 2026. Analysts watching for early signs of Wegovy HD adoption, US pricing impact, and any update to full-year guidance range.
MarketBeat - HOOD01.05.2026●●●Robinhood Q1 2026: Revenue USD 1.07B misst Erwartungen, EPS USD 0.38 vs Est. 0.44
Q1 2026 Earnings Miss: Revenue 9% unter Konsens, EPS 14% unter Schätzungen. Aktie fiel nach Earnings 9%+. Crypto-Revenue -47% YoY, Event Contracts +320% YoY als Gegenpol.
investing.com - HOOD01.05.2026●●●Robinhood Crypto Revenue Crashes 47% YoY in Q1 2026, Event Contracts Surge 320%
Crypto-Revenue kollabierte auf USD 134M (-47% YoY) durch schwache Handelsvolumen. Event Contracts/Prediction Markets USD 147M (+320%) wurde zum zweitgrößten Revenue-Treiber nach NII.
qz.com - HOOD01.05.2026●●○Robinhood Gold 4.3M Subscribers (+36% YoY), Platform Assets $307B
Recurring Revenue-Streams stark: Gold Subscribers auf Rekord 4.3M. Platform Assets $307B (+39% YoY), Net Deposits annualisiert 22% Wachstum — zeigt Account-Aggregation funktioniert.
stocktitan.net - HOOD01.05.2026●●○Gurufocus: HOOD 66.6% Overvalued nach Q1 Miss
Gurufocus intrinsic Value Analyse sieht HOOD 66.6% überbewertet. GF Score 78/100 (anständig fundamentally, aber Bewertung problematisch). Konsens mit SELL/Underperform-Tendenz.
gurufocus.com
| Ticker | Sektor | Kategorie | Preis | Fair Value | Upside | Verdict | Conf. | Snapshot |
|---|---|---|---|---|---|---|---|---|
INDI⚡ -18.2% indie Semiconductor, Inc. | Auto Semis / ADAS | Watchlist | $3.75 | $4.50 | +20.0% | ACCUMULATE | 0.42 | 01.05.2026 (heute) |
CSG Systems International, Inc. | Software - Telecom Billing / Customer Engagement | Watchlist | $80.41 | $87.50 | +9.5% | HOLD | 0.65 | 01.05.2026 (heute) |
Take-Two Interactive Software, Inc. | Interactive Entertainment / Video Games | Watchlist | $213.76 | $232.00 | +8.5% | ACCUMULATE | 0.55 | 01.05.2026 (heute) |
McDonald's Corporation | Restaurants - Quick Service | Watchlist | $293.59 | $315.00 | +7.3% | HOLD | 0.72 | 01.05.2026 (heute) |
LBRT⚡ +33.0% Liberty Energy Inc. | Oilfield Services - Hydraulic Fracturing | Watchlist | $33.09 | $35.00 | +5.8% | HOLD | 0.55 | 01.05.2026 (heute) |
Mobileye Global Inc. | Automotive - ADAS / Autonomous Driving | Watchlist | $8.69 | $9.00 | +3.6% | HOLD | 0.48 | 01.05.2026 (heute) |
Modine Manufacturing Company | Industrial - Thermal Management / Datacenter Cooling | Watchlist | $254.63 | $235.00 | -7.7% | HOLD | 0.62 | 01.05.2026 (heute) |
Red Cat Holdings, Inc. | Defense - Drones | Watchlist | $11.72 | $10.00 | -14.7% | TRIM | 0.42 | 01.05.2026 (heute) |
IonQ, Inc. | Quantum Computing | Watchlist | $45.12 | $28.00 | -37.0% | SELL | 0.30 | 01.05.2026 (heute) |