“The Week”: AI boom

• 

  François Bloch
  Experte

Switzerland

For Logitech (stock exchange symbol: LOGN SW), the signs are finally green: with a share price increase of 16.38%, this is likely to be just the beginning of a promising development. The operating result (EBIT) could increase from CHF 699.3 million to CHF 976 million between 2024 and 2029. At the same time, the dividend per share could rise from CHF 1.28 to CHF 1.909. If dividends are consistently reinvested over the entire period, the total shareholder return could also increase significantly.
Trading strategy: Reloading

The watch group Swatch (stock exchange symbol: UHRN SW) is able to inspire: since the turn of the year, the shares have already risen by 28.50%. The operating result (EBIT) of the company, which is valued at CHF 11.17 billion, could rise from CHF 304 million to CHF 640 million between 2024 and 2028. This would make the strong stock market performance of the past six months much more understandable. If dividends are consistently reinvested over the entire period, the total shareholder return could also increase significantly.
Trading strategy: Reloading

The shares of the technology stock Comet (stock exchange symbol: COTN SW) are gaining momentum. This is in line with the company’s improved financial position. This means that the operating result (EBIT) could increase from CHF 24.98 million to CHF 156.6 million between 2023 and 2028. This would be a clear indication that the company may have achieved a turnaround after several years.
Trading strategy: Reloading

Galderma (stock market symbol: GALD SW) is increasingly strong: since the beginning of 2026, it has recorded an increase of 2.75%. The operating result (EBIT) could increase from USD 738 million to USD 2.387 billion between 2024 and 2028. Assuming that the dividend per share also increases from USD 0.1696 to USD 1.713 over the same period, these distributions could be consistently reinvested in additional shares each year.
Trading strategy: Reloading

The Ypsomed Holding (stock exchange symbol: YPSN SW) seems to be doing everything right at the moment:The operating result (EBIT) could increase from CHF 86.22 million to a remarkable CHF 278.6 million in the period between 2023 and 2028. If dividends are consistently reinvested over the entire period, the total return for shareholders could also increase significantly.
Trading strategy: reload

Sandoz (ticker symbol: SNDZ SW) is currently in strong shape and points to further potential on the stock market. According to my model estimates, cash flow per share could rise from USD 0.8395 to USD 5.147 between 2023 and 2028, which means that there could still be room for shareholders to grow in the USD 36.312 billion group.
Trading strategy: Reload

The SFS Group (stock exchange symbol: SFSN SW) has been in convincing shape for some time now: since the turn of the year, its performance has amounted to +17.50%. The operating result (EBIT) could increase from CHF 358.6 million to CHF 431.8 million between 2023 and 2028. At the same time, the dividend per share could increase from CHF 2.50 to CHF 3.18 over the same period. If dividends are consistently reinvested over the entire period, the total shareholder return could increase further.
Trading strategy: Reloading

Europe

A closer look at the share price performance of Luxembourg-based ArcelorMittal (stock exchange symbol: MT NA) shows a clear dynamic: despite a 51.75% increase since the beginning of the year, this share should remain interesting. Cash flow per share could potentially rise from EUR 9.047 to EUR 11.06 between 2023 and 2028.
Trading strategy: Reload

Also strongly positioned is Hochtief (stock market symbol: HOT GY): The book value per share is expected to improve significantly from EUR 16.43 to EUR 48.46 between 2023 and 2028. The expected EBIT margin could be 4.63% in 2028. It may be a good idea to reinvest the dividend in new shares, as this strategy has proven to be very successful in the past.
Trading strategy: Reloading

Attractively presented BE Semiconductor Industries (stock exchange symbol: BESI NA):The book value per share would increase from EUR 5.09 to EUR 12.01 between 2023 and 2028. With an expected EBIT margin of 46.85% in 2028, the overall picture would be very solid. Although the dividend payout would not yet be at a top level, this aspect would increasingly fade into the background with a correspondingly strong share price performance in 2026.
Trading strategy: Reloading

For the shares of Bouygues (stock exchange symbol: EN FP) are likely to be a source of joy in the future.A significant increase in the operating result (EBIT) from EUR 2.308 billion to EUR 3.006 billion is expected for the period from 2023 to 2028. This would mean a record EBIT margin of 5.06% in 2028 with potential sales of EUR 19.45 billion, supplemented by a potential dividend yield of 4.4%.
Trading strategy: Reloading

For BNP Paribas (stock market symbol: BNP FP) is on a steady upward trajectory: the approximately EUR 156 billion stock is likely to continue heading for new record highs on the stock market.Earnings per share could increase significantly from EUR 8.58 to EUR 14.04 between 2023 and 2028. At the same time, the EBIT margin could reach a new historic high of 42.81% in 2028.
Trading strategy: Reloading

US/CAN

Future-oriented investors are increasingly focusing on Micron Technology (stock market symbol: MU US): The semiconductor specialist’s operating result (EBIT) could improve significantly from USD -4.819 billion to USD 137.28 billion between 2023 and 2028. In 2028, the EBIT margin could reach a new company-wide record of 79.81%, underlining the strong operating performance in the forecast period.
Trading strategy: Reloading

Iam positive about Astera Labs (stock symbol: ALAB US), which is currently performing very strongly on the stock market. The operating result (EBIT) is expected to increase significantly from USD 119.6 million to USD 1.101 billion between 2024 and 2028. Such an increase would be exceptionally dynamic.
Trading strategy: Reloading

May I introduce the company CrowdStrike (stock symbol: CRWD US)?The operating result (EBIT) is expected to increase from USD 660.3 million to USD 2.449 billion in the period from 2023 to 2028. The EBIT margin could reach a record 28.05% by 2028, underlining the strong operational development in the area of cyber defense.
Trading strategy: Reloading

In my opinion, the shares of Palo Alto Networks (stock market symbol: PANW US) are a pearl: The operating result (EBIT) is expected to increase from USD 1.667 billion to USD 4.711 billion between 2023 and 2028 – with an enterprise value of around USD 79.9 billion. With an expected EBIT margin of 30.66% in 2028, the overall operating picture would be very strong, which would continue to make the share a robust player in the cybersecurity sector over the forecast period.
Trading strategy: Reloading

Yours sincerely,
François Bloch

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