Nemetschek

Julian Geiger moved from Google to Nemetschek as chief AI officer to lead the software group for the construction industry into the AI era. His goal is to use AI to reduce material use, lower risks in projects and better coordinate stakeholders, for example by offering automatic alternative suggestions during planning. Geiger and his team plan to combine extensive construction data and develop adaptive systems that optimize real-world building processes. » Mere på capital.de

Analysts raise their estimates for Nemetschek; Oddo BHF reiterated "Outperform" and set the price target at €98, Berenberg names €115, Jefferies €72. In the first half of 2026, revenue rose by almost 12% to €640.7m, EBIT by over 19% to €158.2m (EBIT margin 24.7%) and net income by around 30% to €128.1m. Analysts see further potential from demand for efficient construction and planning software solutions, but warn that the stock already contains high expectations for the future and is expensively valued. » Mere på finanzen.net

Nemetschek plans to integrate AI features into all of its construction software solutions by the end of the year to prevent planning errors, schedule delays and material waste. AI will automatically convert drawings, schedules and site photos into daily work plans, detect risks and overlaps, and forecast material needs. With the acquisition of HCSS, Nemetschek strengthens its presence in North America and gains industry-specific data that are critical for developing powerful AI applications. » Mere på handelsblatt.com

Nemetschek delivered solid Q2 numbers (currency-adjusted revenue +14.5%, group result up more than 25% to €66 million), but the stock bounced off the resistance area of €66/67. After breaking the downtrend, the paper is technically poised, with a pullback finding support around €60/61. A sustained uptrend would first require crossing the 200-day moving average at about €70 and the resistance at €71/72. The price development also remains vulnerable to the volatile sentiment in the software sector, currently weighed down by profit-taking at SAP. » Mere på finanzen.net

Supervisory board member Christine Schöneweis acquired 1,600 Nemetschek SE shares on 19 August 2026 at €62.31 each. Earlier, supervisory board member Kurt Dobitsch bought 1,500 shares on 30 July 2026 at €61.10 each. The stock was largely unchanged on the day of publication but temporarily rose to €65.25; market capitalization is around €7.21 billion. » Mere på finanzen.net