Stock Movers Schneider Electric Gains, Delivery Hero Dips, Exosens Up
Dec 11, 2025
Schneider Electric plans a massive €3.5 billion share buyback to enhance profitability through AI and electrification. Meanwhile, Delivery Hero faces pressure with a rare sell rating from analysts due to mounting competition in the MENA region. In an intriguing turn, Exosens has secured a significant €500 million night-vision contract, boosting their stock and signaling strong potential in defense spending despite earlier selloffs.
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Buybacks And AI Drive Schneider Outlook
- Schneider Electric plans a €3.5 billion buyback and aims to boost profitability through AI and electrification over five years.
- The company expects continued AI-driven data center demand for cooling, racks, and electrical gear to lift sales.
Competition Weighs On Delivery Hero
- Citi downgraded Delivery Hero to sell, citing rising competition in the Middle East and North Africa from Meituan.
- Delivery Hero's shares fell after the downgrade despite prior gains from investor pressure and strategic-review talk.
Strategic Review Sparked Then Sapped Momentum
- Delivery Hero had rallied after saying it was considering strategic options under investor pressure, including possible sales of parts or the whole company.
- That optimism faded quickly when analysts highlighted structural competition and margin risks for next year.