Growth in the fast lane: Why RENK, 123fahrschule, and D-Wave Quantum are performing strongly

RENK – Why the stock is electrifying investors

The RENK Group has made a name for itself as a leading specialist for high-performance drive systems in demanding markets. With a diversified portfolio that includes solutions for defense and civil applications, the Company appeals to customers worldwide. Its recent operational performance is impressive: a record order backlog of EUR 5.5 billion ensures long-term planning reliability and highlights robust demand. This fundamental success forms a solid foundation for the current investor enthusiasm.

The Company is demonstrating impressive growth. Revenue and earnings are showing dynamic increases, driven by strong performance in the core business of mobility solutions. The improvement in profitability is particularly noteworthy. Strategic initiatives are aimed at further increasing margins, especially in the critical North American market. This combination of revenue growth and focus on operational efficiency is a key driver of the positive market assessment.

RENK is making targeted use of current market trends. Rising defense budgets, particularly in NATO, are generating sustained demand, from which the Company is benefiting as a technology leader. At the same time, the group is pushing ahead with its international expansion, for example, through targeted acquisitions in the US, thereby strengthening its presence in key markets. Continuous innovation and strategic partnerships, for instance, in the field of electrical machines, underline the Company's long-term growth ambitions. This clear strategy and the favorable industry environment make RENK a high flyer.

123fahrschule – Digital turbo in the driving school market

Germany's driving school market is on the cusp of a new era, and 123fahrschule SE is driving the change. With over 60 locations, the Company is already a leader in the digital segment and plans to expand to 200 branches. The secret to its success? A consistent digitalization strategy that goes far beyond simple video courses. Virtual live classrooms with real driving instructors and cloud-based driving simulators are revolutionizing training. This means the Company is already well-equipped for the future of the driving school market. This pioneering role makes the Company a respected high-flyer, as it solves two core problems in industry. Firstly, it counteracts rising training costs, and secondly, it solves the acute shortage of driving instructors through technical efficiency.

The latest figures underscore the momentum. In the first quarter, revenue rose by 18% to EUR 6.6 million. The operational development is even more impressive. EBITDA rose from a loss of EUR 50,000 in the same quarter of the previous year to a profit of EUR 650,000. This jump is the result of economies of scale and growing brand acceptance. It is worth noting that the major order for driving simulators will not be reflected in the figures until the second quarter. The 41% increase in driving school registrations is particularly significant, which confirms market share gains. The combination of organic growth and rising profitability demonstrates the maturity of the business model.

Regulatory tailwinds will fuel future growth. Starting in 2026, a reform will enable fully digital theory courses and the use of simulators. The Company is already technologically well-positioned to take full advantage of this shift. The acquisition of a simulator manufacturer also opens up additional revenue opportunities through sales, as was recently the case in January. With its digital infrastructure, scalable processes, and ability to take advantage of regulatory changes early on, 123fahrschule is ideally positioned to benefit from the consolidation of this billion-dollar market. The share is currently trading at EUR 4.40, while mwb research's price target is set at EUR 6.20.

D-Wave Quantum – Technological edge drives growth

D-Wave Quantum is consolidating its pioneering role in quantum computing with the introduction of the Advantage2 system. The latest generation of the processor specialized in quantum annealing not only offers 4,400 qubits and significantly improved connectivity, but also 40% more energy efficiency. Practical applications prove the benefits. For example, an automotive supplier optimized its production processes in record time, and research institutions solved complex material simulations that were beyond the capabilities of conventional computers. These successes highlight the Company's technological edge.

The first quarter of 2025 marks a financial turning point. Revenue shot up by over 500% to USD 15 million, driven by the sale of the first Advantage system and growing cloud services. At the same time, the net loss was significantly reduced from USD 17.3 million to USD 5.4 million year-on-year. With a cash reserve of USD 304 million, the Company is well-positioned to achieve its profitability targets.

Strategic partnerships with leading research institutions such as the Jülich Supercomputing Centre and inclusion in US defense programs are opening up lucrative markets. Over 130 customers, including Global 2000 companies, already use D-Wave's solutions for optimization tasks in logistics, pharmaceuticals, and telecommunications. This unique combination of technological leadership, explosive revenue growth, and access to multi-billion-dollar markets makes the Company a sought-after high-flyer in the tech sector. The share price is trading at USD 17.34, close to its all-time high of USD 19.77.

The outstanding performance of RENK, 123fahrschule and D-Wave Quantum proves that targeted innovation in niches with megatrend anchoring generates exceptional growth. RENK has an impressive record order backlog of EUR 5.5 billion and is benefiting greatly from rising defense budgets and strategic expansion. 123fahrschule is demonstrating an impressive leap in profitability thanks to disruptive digitalization and scalable processes that effectively address the shortage of driving instructors. D-Wave Quantum impresses with exploding revenue and rapid reduction in losses, supported by technological leadership in quantum computing and access to markets worth billions. These hidden champions offer dynamic growth potential beyond the mainstream.