Thinking locally opens up new possibilities: SAP, Meta Platforms, naoo

Strong network – naoo makes social media a better place

Surveys show that more than 40% of people want more authenticity, less advertising, and stronger communities from social networks. With around 5 billion people now organized in social networks worldwide, there is a huge market. naoo AG is addressing this market and rethinking social networks. The goal: to be safer, more relevant, and closer to people than the competition. While established platforms such as Facebook are globally oriented, naoo focuses on local networking, gamification, and a unique reward system for both users and businesses. Users receive naoo points for posts and interactions, which they can redeem for real benefits. At the same time, local businesses can use the platform to offer potential customers in their vicinity targeted offers and vouchers and attract them to local stores with bonus points. According to analysts, the strong integration with local retailers is a key competitive advantage. The Company is thus solving a problem that many small retail stores face. Customers think globally when shopping and order online. naoo's personal social network makes local offers visible and human, creating digital connections that extend into shopping streets and pedestrian zones.**

The analysts at GBC have been closely monitoring naoo's shares since July 2025 and recently initiated coverage with a "Buy" recommendation and a price target of EUR 28.48. GBC describes naoo as "a next-generation platform in AI-based social media technology" and emphasizes its unique selling points: a strong focus on gamification and loyalty combined with its strong local orientation. According to the analysts, naoo's strategy of organic growth plus acquisitions offers significant revenue and earnings potential. Their forecasts are correspondingly optimistic: Annual revenue of just CHF 0.4 million in 2024 is projected to jump to around CHF 48 million by 2027, and more than double that to over CHF 100 million by 2028. The goals seem ambitious, but naoo's concept strikes a chord with users – the network is growing.

Facebook thinks regionally – AI trend overshadows social media business

The success of Facebook groups also demonstrates that social network users think locally. Every month, 1.8 billion people use Facebook groups. Many of these have a local connection. Since 2017, Facebook's credo has been "Give people the power to build community and bring the world closer together." Currently, however, Meta is all about AI and the business models that go with it. The social networking business is no longer the top priority for the Company, which has gone from being an investor's nightmare last year to an investor's darling today.

SAP: New business through regional focus

The Walldorf-based software group SAP proves that regionality and big tech can go hand in hand despite far-reaching AI visions. While SAP primarily serves large enterprises, it has increasingly opened its platform to small and medium-sized businesses and focuses, among other things, on connecting companies and enabling secure data exchange. SAP is also active in intelligent networking solutions in the public sector and is part of smart city initiatives, such as in Dresden. In addition, SAP operates innovation centers worldwide and collaborates with universities and startups in various regions, strengthening local tech ecosystems and fostering the creation of highly skilled jobs. SAP itself employs 110,000 people in over 100 countries worldwide – recruiting young talent regionally at universities and colleges makes sense.

Social media revolutionary naoo has the greatest leverage

The business models of SAP, Meta Platforms, and naoo demonstrate that a regional perspective can unlock real value. While issues conceived from a global perspective often seem abstract, local issues are more tangible. This is true, for example, when recruiting skilled workers in regional centers of expertise or targeting potential customers with regional ties. The latter is something that naoo's social network is getting better and better at. While billion-dollar companies SAP and Meta Platforms have long been driven by the megatrend of AI, naoo, as a classic social network with a clear commitment to regionality, could score higher. For investors who believe that social networks should become more personal and accessible, naoo shares are a suitable investment. Based on the latest analyst estimates, the market capitalization of around EUR 33 million offers significant upside potential.