November 25th, 2025 | 07:45 CET
Buy recommendation and major order: Evotec, Nordex, Desert Gold
Are more than 100% share price gains in Nordex still not enough? Apparently not, according to analysts. In addition, the wind turbine manufacturer has secured a major order. Will the rally continue? Analysts believe that Desert Gold shares have the potential to rise by well over 100%. In their view, Desert Gold may be on the verge of one of the most significant gold discoveries in West Africa in recent years, none of which is reflected in the current share price. And what is Evotec doing? The share is trading at its lowest level since 2016. The milestone payments in the current year do not appear to be enough for investors. What do analysts say?
time to read: 3 minutes
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Author:
Fabian Lorenz
ISIN:
EVOTEC SE INH O.N. | DE0005664809 , NORDEX SE O.N. | DE000A0D6554 , DESERT GOLD VENTURES | CA25039N4084
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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Desert Gold Ventures: Analysts highlight significant upside potential
Analysts at GBC Research currently see significant upside potential for Desert Gold shares. In their latest study, they set a fair value of EUR 0.20 for the gold explorer's shares. The security is currently trading at EUR 0.045.
From the analysts' perspective, Desert Gold could be on the verge of one of the most significant gold discoveries in West Africa in recent years. The Tiegba Gold project in southern Côte d'Ivoire has the potential for several million ounces. It is an exceptionally large gold deposit that has never been tested by drilling. An extensive gold anomaly measuring approximately 4 x 2 km has already been identified. Soil values show strong geochemical signatures ranging from 100 ppb to over 900 ppb.
Desert Gold has opted for a cost-effective air core drilling program to quickly determine whether this is an economically viable deposit. The exploration history of the region and the investment-friendly environment of Côte d'Ivoire support the likelihood of attracting strategic investors.
A look at the peer group highlights the potential and undervaluation of Desert Gold's shares. Based on historical transactions, a discovery in the range of 1-2 million ounces could justify a market capitalization in the mid-three-digit million range, provided the grades are convincing. A larger discovery of 3-5 million ounces could put the Company on par with companies like Papillon or Cardinal, whose valuations exceeded USD 300 million.
With a current valuation of around USD 20 million, no gold discovery has been priced into Desert Gold. Any significant exploration success could substantially change the valuation.
https://youtu.be/AQKxVIqmfwQ?si=GiHQAgpnt6w4ISGf
Nordex: 100% not enough?
Nordex shares are likely one of the positive surprises of 2025 on the German stock market. Since the beginning of the year, the wind turbine manufacturer's shares have more than doubled in value. Perhaps 100% is not enough. Another major order has recently been announced.
Nordex has received a new order from Ireland. The German company is to supply twelve N133/4.8 turbines for the Drumnahough wind farm in Donegal and provide long-term service. Drumnahough is being developed by SSE Renewables and FuturEnergy Ireland and will have an installed capacity of almost 60 MW. Nordex intends to deliver and install the turbines in 2027.
"We are delighted to have received the order to supply and install the turbines for the Drumnahough wind farm – another important milestone on Ireland's path to renewable energy," says Jason Welch, Managing Director UK & Ireland at the Nordex Group. "The N133 is suitable for locations with high wind speeds. With our long-term service agreement, we at Nordex are proving that we are a reliable partner in the Irish onshore sector."
Jefferies recently recommended Nordex shares as a "Buy" with a target price of EUR 31.
Evotec: Share disappoints
While Evotec is one of the surprises, there is no reason for Evotec shareholders to celebrate in 2025. After the German biotech share had already halved in 2024, it fell by almost 40% again in the current year. The share price is currently hovering at just over EUR 5, its lowest level since 2016.
Evotec has already received milestone payments of EUR 105 million from its partner Bristol Myers Squibb in the current year. The two companies have been collaborating in the field of protein degradation since 2018. Most recently, USD 5 million was received because an IND application was approved by the US FDA. Specifically, this concerns the Cereblon E3 ligase modulator. The Phase 1 clinical trial is expected to begin in 2026.
According to marketscreener.com, 4 out of 6 analysts recommend buying Evotec shares. The highest price target is EUR 12. Deutsche Bank analysts are the Evotec bears with a price target of EUR 6. RBC recently reduced its price target from EUR 11.20 to EUR 10. The rating remained at "Outperform."
Things are currently going well for Nordex, both in terms of its share price and its operational performance. However, the past has often shown that the wind can change quickly in this industry. Desert Gold is currently likely one of the most exciting explorers. If the upcoming drilling is even remotely convincing, the share price should jump sharply. On the other hand, there is no urgent need to buy Evotec shares at present.
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