European equities are drawing bullish calls from published research this week, with multiple analyst camps pointing to further upside on the back of strong earnings and improving macro conditions.
The most detailed case in recent research highlights that Europe delivered 23% overall earnings growth — 13% excluding energy — with profitability gains broadening across banks, selective technology names, and industrials. The recommendation from that camp is to stay invested, favoring sectors with genuine earnings resilience and clear cash flow visibility.
A separate strand of analysis flags a constructive setup for Germany's DAX, citing easing worries about further Fed hikes, softer US jobs data, falling bond yields, a weaker dollar, and a solid earnings season. That view cautions, however, that near-term gains are likely to be modest rather than explosive.
On single names, one technical read points to TeamViewer as a potential opportunity: a confirmed daily close above €6.77 would, per that analysis, signal bullish continuation — a call explicitly conditional on the breakout confirming.