Price explosion and price alert! Gerresheimer, Nordex, and AI profiteer American Atomics!

American Atomics joins the AI boom

The AI boom is no longer limited to the US. Investments are being made worldwide in technology that is set to change the world. A current example is India. At the recently concluded India AI Impact Summit in New Delhi, India's IT Minister Ashwini Vaishnaw emphasized that infrastructure investment commitments of more than USD 250 billion had been collected. The summit was described as a meeting place for politicians and tech leaders, with a strong presence of leading US corporations. Virtually all of the major US AI players were in attendance, led by OpenAI, Alphabet, Microsoft, and NVIDIA.

And in the age of AI, one factor is coming to the fore: electricity. Data centers need reliable, large amounts of energy around the clock, which is why nuclear energy is once again receiving more attention internationally as a stable, low-carbon base load. India is also banking on it: the government has reaffirmed its goal of expanding nuclear power capacity to 100 GW by 2047. It has allocated funds for a "Nuclear Energy Mission" in its budget. Currently, capacity in the most populous country is less than 10 GW.

When new nuclear power plants come online in a few years, American Atomics intends to profit massively from this. The Canadians are currently working flat out to have a uranium deposit, including their own processing facility, in production in time. The core of the business model is located in the historic Lisbon Valley district in the US state of Utah. Around 78 million pounds of triuranium dioxide (U₃O₈) have already been mined on its western side in the past. American Atomics' Big Indian project is located on the eastern side of the district. This section has hardly been explored so far, but the chances of substantial discoveries are high. Given the future prospects, the current market capitalization of around CAD 13 million seems anything but expensive.

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Nordex shares go through the roof

Things are going well for Nordex! The wind turbine manufacturer's shares were one of the positive surprises of 2025. After a performance of well over 100% within 12 months, expectations for the Q4 figures were high. And Nordex even exceeded them.

Revenue rose by around 16% to EUR 2.5 billion in the fourth quarter of 2025. However, the real highlight was the earnings performance. Nordex's EBITDA rose by 187.6% to EUR 307.4 million. Accordingly, the EBITDA margin rose from 4.9% to 12.1%. Nordex's net profit in the last quarter of the year climbed from EUR 17.5 million to EUR 183.8 million.

Nordex CFO Dr. Ilya Hartmann commented: "We are satisfied with our financial performance last year. We achieved revenue of EUR 7.6 billion and an EBITDA margin of 8.4%, and significantly increased net income compared to the previous year to EUR 274.3 million. With record cash reserves and a strongly positive free cash flow, we have a solid foundation for further profitable growth."

Nordex is optimistic about the current year. Consolidated revenue is expected to increase from EUR 7.6 billion to between EUR 8.2 billion and EUR 9.0 billion. An EBITDA margin of between 8.0% and 11.0% is expected. In the medium term, the company is even confident of achieving an EBITDA margin of 10.0% to 12.0%.

The basis for this growth is the order backlog. In the fourth quarter of 2025 alone, Nordex booked orders with a volume of EUR 3.2 billion. This was a new company record. As of December 31, 2025, the order backlog amounted to EUR 16.1 billion. At the end of 2024, it was only EUR 12.8 billion.

The share price reacted to the figures with an explosion, rising by a good 17%. At a price of EUR 41.12, Nordex is now valued at EUR 9.8 billion.

Gerresheimer: No end in sight to the slump

While American Atomics and Nordex are delivering strong performances, the negative news surrounding Gerresheimer simply continues.

The German Federal Financial Supervisory Authority (BaFin) is set to expand its audit of Gerresheimer's financial statements. Firstly, the ad hoc audit of the 2023/2024 consolidated financial statements initiated in September 2025 will be broadened. This means that the book values of lease liabilities amounting to EUR 65.5 million and assets within the Advanced Technologies segment amounting to EUR 196.5 million may not have been correctly presented.

And that is not all. The 2024/2025 half-year financial statements are now also being audited. Certain risks associated with the financing of the acquisition of Bormioli Pharma may not have been correctly presented. In addition, sales revenues and cost of sales in connection with bill-and-hold agreements are said to have been recorded incorrectly. These are contracts in which a seller invoices the buyer for products but physically retains them in its own warehouse until the customer calls them off at a later date.

Gerresheimer shares reacted to the horror news with a price slide of over 12%. The current price level of EUR 16.40 is the lowest the share has seen since 2009. Until March 2024, it was still trading above EUR 100.

The day before the BaFin announcement, UBS had already dampened sentiment among Gerresheimer shareholders. Analysts downgraded the stock from "Neutral" to "Sell" and slashed the price target from EUR 29 to EUR 12.90.

American Atomics is anything but expensive and has a significant opportunity to move into production at precisely the right time. The company not only aims to mine uranium but also to process it. The current environment could hardly be more favorable for accelerating the implementation of these plans. Things are also running smoothly for Nordex at present. However, a great deal of optimism already appears to be priced into the share price. There is no room for major mistakes. In the case of Gerresheimer, one is almost at a loss for words. The company may well recover from its current difficulties, but at this stage, the stock does not present a compelling buying opportunity.