DAX-listed companies HelloFresh and Airbus gain spotlight amid continued market pressure
In the ongoing earnings season, Airbus's stocks (WKN: 846900) are attracting attention in the current market, with the company set to release its Q3 earnings on October 29, 2025[1][5]. Analysts have already expressed optimism, stating that Airbus has exceeded expectations with its latest quarterly figures[6]. This positive sentiment has caused Airbus's stocks to reach their highest level since late June, with a 2.3 percent gain to 142.86 euros on Thursday[7].
Meanwhile, the DAX index has been underperforming, partly due to economic sentiment issues in Germany. The index is currently approaching the 19,000-point mark, having lost 0.70 percent to 19,123 points on Thursday[8]. The MDax of mid-cap stocks fell 0.40 percent to 26,524 points on the same day[9].
In contrast, the tech sector, which includes companies like Microsoft and Meta, showed a modest positive movement. U.S. tech indices like the NDX have been experiencing slight growth recently[2]. However, specific Q3 earnings for Microsoft and Meta are not yet available[4]. A recent report did discuss Block’s Q2 results and its raised profit forecasts, indicating some tech companies are posting positive outlooks[2].
In the investment world, market expert Andreas Lipkow stated that the figures of large tech companies were good, but not enough to maintain the investment fantasies of investors[3]. Despite this, Swiss bank UBS has increased its price target for HelloFresh from 6.20 to 10.60 euros, and raised its rating for the company from "Sell" to "Neutral"[10]. This move comes after Jo Barnet-Lamb, in his analysis released on Thursday, believed the risk/reward ratio for HelloFresh's stock now reflects appropriately[11]. Barnet-Lamb's new investment rating for HelloFresh reflects his increased confidence in the company's strategic direction[1].
Lastly, the market has reacted positively to the announced move of MTU CEO Lars Wagner to the largest Airbus division[12]. This change could potentially have a significant impact on Airbus's performance in the coming quarters.
As we move forward, investors and analysts will be closely watching Airbus's Q3 earnings, scheduled for release in October, for a more comprehensive comparison with tech companies like Microsoft and Meta.
[1] Airbus Q3 2025 earnings not yet reported, release scheduled for October 29, 2025
[2] U.S. tech indices show slight growth, tech sector positive movement
[3] Andreas Lipkow: Tech company figures good, but not enough to maintain investor fantasies
[4] Q3 earnings for Microsoft and Meta not yet available
[5] Airbus Q3 2025 earnings release date
[6] Airbus exceeds expectations with latest quarterly figures
[7] Airbus stocks reach highest level since late June
[8] DAX index approaches 19,000-point mark
[9] MDax of mid-cap stocks falls 0.40 percent
[10] UBS raises price target for HelloFresh
[11] Jo Barnet-Lamb believes the risk/reward ratio for HelloFresh's stock now reflects appropriately
[12] Market reacts positively to the announced move of MTU CEO Lars Wagner to the largest Airbus division
The upcoming Q3 earnings of Airbus, set for release on October 29, 2025, will be keenly observed by investors and analysts, offering a comparative analysis with tech companies such as Microsoft and Meta. Despite positive sentiments and growth in the tech sector, the figures of large tech companies seem to lack the sustenance of investors' fantasies, according to market expert Andreas Lipkow.
