Germany's Top Teams and Promising Shares: Forecasts for 2025's DAX Market
2025: A Year of Uncertainty Yet Opportunity
The approaching 2025 is shrouded in uncertainty, with political turmoil, geopolitical tensions, and a faltering economy at its core. As investors navigate this challenging landscape, it's crucial to identify companies that can thrive amidst the turmoil and predict potential pitfalls.
As we step into January, DAX companies like Sartorius and SAP have started unveiling their financial reports for the fiscal year 2024. But the real intrigue lies in the forecasts for 2025. BÖRSE ONLINE has dug into these predictions, tapped into analysts' estimations, and made its own projections about how these companies might fare in the next twelve months.
Adidas: Set for a Profit Boost
The sports equipment manufacturer Adidas has shown remarkable resilience in the first nine months of 2024, especially during the European Championship hosted in their home country and the Paris Olympics. After surpassing intermediate targets by the end of September, Adidas has raised the stakes again for the full year. The upward trend is expected to continue in 2025.
The third quarter results indicate that Adidas continues to captivate customers in China, significantly reducing its inventories. This positive trend extends to Asia, Europe, Latin America, and emerging markets. Adidas' success is no longer limited to footballs and jerseys – iconic sneakers like Gazelle, Samba, and Campus are flying off the shelves. The one potential setback is the US market, but CEO Bjorn Gulden anticipates that the current weakness of Nike in 2025 could work in Adidas' favor.
SAP: Setting New Heights
Software titan SAP has traditionally been the top earner and a DAX heavyweight. As technology trends like cloud computing and artificial intelligence gather momentum, SAP stands to reap the rewards. In the third quarter of 2024, SAP surpassed expectations and revised its 2024 forecast. The cloud segment, in particular, has been performing robustly, suggesting that SAP may even surpass its current forecast in the ongoing fiscal year.
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[1] Trade volume data as of May 2025, source: Frankfurt Stock Exchange[2] Financial data for Q1 2025, source: Marley Spoon Group SE financial reports
- In the uncertain year of 2025, companies like Adidas in the finance and investing sector could thrive, as Adidas continues to captivate customers globally and anticipates taking advantage of the current weakness of Nike in the US market.
- As technology trends like cloud computing and artificial intelligence continue to gather momentum, software titan SAP, another DAX heavyweight, is set to reap the rewards and may even surpass its current forecast for the year 2025.