Circus Group SE

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Circus Group SE

Circus Group SE

@CircusGroupSE

Circus Defence SE / Circus SE — XETRA: https://t.co/IekzTnzCyO | OTC (ADR): CCUSY

Munich Katılım Ocak 2026
31 Takip Edilen13 Takipçiler
Circus Group SE retweetledi
Elena Coles
Elena Coles@ElenaColes2·
24h in Frankfurt last week: Deutsche Börse, Börsentag, Frauen Finanz Forum. IR isn’t hiding behind reports. It’s getting into direct exchange between the companies and investors. Some call that brave. In my view, it’s simply what modern IR requires. @CircusGroupSE
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Circus Group SE
Circus Group SE@CircusGroupSE·
New coverage: @WTR_Research initiates on Circus (CA1). Thanks James Kisner and the WTR team. If you want a crisp view on our autonomous kitchen systems across commercial + defense, the full report is here.
Water Tower Research LLC@WTR_Research

WTR is initiating coverage on Circus Group (CA1)—a German embodied AI robotics company building the world's first fully autonomous kitchen systems for commercial and defense markets. 🔹 The flagship CA-1 is a compact seven-square-meter autonomous kitchen producing 80–100 meals/hour with near-zero labor—powered by CircusOS, a proprietary LLM-agnostic AI platform with agentic capabilities 🔹 The militarized CA-M variant has secured both NATO and US Department of Defense approval, setting up in minutes versus hours for traditional field kitchens 🔹 A 500+ unit order book and razor-blade business model (€250k hardware + ~€100k annual recurring software) supports more recurring revenue potential—yet Circus trades at just ~1.3x EV/2027E sales versus a peer average of ~4.5x Read James Kisner, CFA's full Initiation of Coverage for more on Circus' robotic revolution in foodservice, marquee partnerships with Meta and REWE, defense contracts, and the valuation opportunity. watertowerresearch.com/doc?docID=IOC_… #CircusSE #EmbodiedAI #Robotics #FoodTech #Automation #DefenseTech #NATO #AIInnovation #Revenue #SmallCap #EquityResearch #TechStocks #GrowthStocks #WaterTowerResearch #CA1 #FoodService #EnterpriseAI @CircusGroup

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Circus Group SE
Circus Group SE@CircusGroupSE·
Strategic autonomy is not only what protects forces. It’s what sustains them. Food supply is operational infrastructure. We’re building embodied AI systems to strengthen resilience. See you at #MSC2026. #FuelingHumanity
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Circus Group SE
Circus Group SE@CircusGroupSE·
Full house when @F_BeckerCA1 presented yesterday. Embodied AI is becoming infrastructure. The lever right now is real-world operational data. No more debates about “possible.” Measure performance. Iterate fast. Scale hard. That’s how industries get rebuilt.
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Circus Group SE retweetledi
Water Tower Research LLC
Water Tower Research LLC@WTR_Research·
On the latest Small-Cap Spotlight episode, Niko Bullwinkel, Founder & CEO of @CircusGroup (Frankfurt: CA1) sits down with WTR's Tim Gerdeman and James Kisner, to discuss how AI-powered robotics are reshaping the global foodservice industry. • Circus’s CA-1 autonomous robot replaces full canteen operations, producing up to 100 meals per hour • Integrated AI, sensors, and Circus OS support a razor-blade model with ~€100k in annual recurring revenue per robot Listen to the full episode on all major platforms or at our website! Podcast Platforms: pod.link/1693448305 Website: watertowerresearch.com/media-detail/3… #CA1 #SmallCapSpotlight #AI #Robotics #FoodTech #Automation #DefenseTech #RecurringRevenue #EuropeanStocks
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Circus Group SE retweetledi
Elena Coles
Elena Coles@ElenaColes2·
Ostdeutscher Börsentag heute mit @Aktienlust: starker Austausch mit Aktionären & Multiplikatoren. Am Stand: Robotik zum Anfassen, plus VR-Brille als Reminder, dass “Zukunft” längst im Einsatz ist. Nächster Börsentag: Frankfurt, 21.2. – Vortrag in der Blogger-Lounge + Frauen Finanz Forum. Freue mich aufs Connecten. @CircusGroupSE
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Circus Group SE
Circus Group SE@CircusGroupSE·
Virtual demo today with @WTR_Research. Our Director of AI dialed in live from an active @Meta customer site, showing what the AI future actually looks like: AI running daily operations. This is where robotics starts to compound.
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Circus Group SE
Circus Group SE@CircusGroupSE·
CA-1 is our first flagship product, already serving thousands of fresh meals every week. And it’s only the beginning. Nikolas Bullwinkel, CEO & Founder, in an interview with @mickknauff @aktienlusttv this week in Frankfurt. Full interview here: youtu.be/0-DKpPDaVEY?si…
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Circus Group SE retweetledi
Elena Coles
Elena Coles@ElenaColes2·
FONDS professionell Kongress Went to listen to how capital is thinking. Main shift I heard: from “AI hype” → AI that delivers productivity in operations. Notes: • DJE/Jens Ehrhardt: macro more resilient than headlines suggest; innovation as tailwind • AI Leaders/Christian Hintz: tools → systems (agents in workflows) • Martin Lück / @roberthabeck : execution capability + clear priorities will increasingly steer capital flows • Diversification is back; concentration risk front of mind As IR at Circus, that “ops-first AI” lens is exactly our world: autonomous robotics in foodservice & hospitality. #FondsProfessionell #InvestorRelations #AI #Robotics
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