$EVO

Evotec SE

$EVO

Evotec SE

Past 12mo:1mentions1voices

All voices1 mention since Feb 2026calls only

Loading price chart…

Recent mentions

1 mention

@ayusovalueFeb 5, 2026 · 7:07 PM

A few portfolio moves I feel obliged to disclose, as I have discussed these names quite extensively. Earlier this week, I sold $TDW to add even more $GMS.L. Same sector, but with a much more attractive valuation and a larger backlog. I may be wrong, but I think there is a meaningful risk of disappointment in the upcoming results if no share buybacks were executed during the last quarter. Separately, early this afternoon I exited my position in $GLXZ. The realized loss was fairly small, but the opportunity cost was significant. Despite insiders continuing to buy shares on an individual basis, the latest news regarding a tightening stance by the Nevada Gaming Commission on unregulated markets (which directly affects $EVO) introduces an additional risk factor. Moreover, $EVO ’s responses during today’s call were not particularly convincing. This is a source of mental drag I prefer to avoid, especially given the current market opportunities.

Open on X

Frequently asked

Who mentions $EVO most on Surfaced?

@ayusovalue (Ayuso) mentions $EVO most — 1 mention in the past 12 months.

When was $EVO first mentioned on Surfaced?

The earliest tracked mention of $EVO in the Surfaced archive was on Feb 5, 2026.

How many voices track $EVO?

1 FinTwit voice has mentioned $EVO 1 times in the past 12 months.

What kind of voices mention $EVO most?

$EVO is mentioned most by Long Research voices on Surfaced.