270% surprise! Rheinmetall, Zalando, Walmart partner MiMedia – Time to buy shares?

MiMedia: What to do after 270%?

As we have described several times, it was only a matter of time before MiMedia's share price broke out of its sideways movement and headed upwards. We last pointed this out when the share price was at EUR 0.33. Yesterday, the share traded at EUR 0.58 in Germany. Technically, the path to the upside is clear.

The stock's 270% performance this year has been accompanied by strong news flow from the provider of cloud-based storage solutions for personal media data such as photos, videos, music, documents, and text messages. Through apps and desktop clients, the platform enables a cross-platform user experience with a focus on private and secure data backup.

The announcement in March was a real bombshell: MiMedia entered into a partnership with Walmart Latin America. Under the agreement, the MiMedia app will be integrated into over 18 million smartphones of the "Bait" mobile phone brand in Mexico. It will be pre-installed on new devices, and an OTA update will be carried out on existing Android phones. This makes MiMedia part of Walmart's digital ecosystem, which also includes popular services like "Cashi" (digital wallet) and "Salud" (health platform), reaching more than 46 million users.

At the end of the first half of the year, the Company announced another significant partnership with a Chinese smartphone manufacturer. The MiMedia cloud platform will also be pre-installed on Coolpad devices in the future. The partnership gives MiMedia access to a rapidly growing user base. Coolpad is expanding rapidly, particularly in emerging markets such as India, Southeast Asia, and Africa. This could see MiMedia reach up to 5 million smartphones and tablets in the next two years.

With these two partnerships, MiMedia has created a strong foundation for global reach. This is the basis for recurring revenue from paid storage subscriptions and additional services within the app. News about the start of monetization is expected in the second half of the year. This should further boost the stock.

Rheinmetall: Expanding in Europe

Rheinmetall's share price has received a strong boost in recent years. With the war in Ukraine and geopolitical changes, there is now talk of a supercycle in the defense industry. The German industry leader should benefit significantly from this. The share price has already anticipated some of this: In the current year, the share price has risen by around 185% and by over 2,000% since the beginning of 2022.

However, revenue and profits are expected to rise sharply in the future. Germany alone plans to double its defense spending in the coming years. The Company also wants to carve out a large slice of the billion-dollar pie in other European countries.

For example, Rheinmetall recently announced the establishment of a local production network in Romania. The provision of advanced turnkey solutions for the production of armored personnel carriers, ammunition, and powder, as well as state-of-the-art training services, are intended to strengthen the Romanian defense industry in the long term. Rheinmetall intends to work with key Romanian companies to promote local procurement and assembly processes. Initially, the focus will be on the production of the Lynx infantry fighting vehicle and medium-caliber ammunition for infantry fighting vehicles and air defense.

Zalando: Positive analyst comments

While MiMedia and Rheinmetall shares performed strongly in 2025, Zalando has seen a steady sell-off since reaching the EUR 40 mark in February. The share price is now just under EUR 27, not far from its low for the year.

However, positive analyst comments have been piling up recently. For example, RBC has confirmed its "Buy" recommendation for the e-commerce specialist. Analysts see the fair value at EUR 45. The experts believe that the shift from brick-and-mortar retail to online retail will continue. Zalando should also benefit from its highly automated logistics. Warburg Research even believes that Zalando shares could rise to EUR 47. Their "Buy" recommendation was confirmed after convincing Q2 figures. Analysts expect revenues to rise if margins remain stable.

MiMedia shares have broken out to the upside. Further positive news flow is expected in the coming months, making the stock appear attractive for continued investment. Rheinmetall is a core investment in the defense sector. However, the stock has already priced in much of the positive operational development. Zalando could rebound after the sharp correction, but that depends on an improvement in consumer sentiment.