STEYR MOTORS AG
Commented by Fabian Lorenz on September 7th, 2026 | 08:10 CEST
Buy Drone Stocks Now? Rheinmetall, Steyr Motors and Volatus Aerospace Target a Billion-Dollar Market
According to MarketsandMarkets, the global market for drones and counter-drone systems is expected to grow from USD 60.48 billion in 2025 to USD 155.13 billion by 2030. Despite the projected increase of around 156%, drone stocks are currently struggling on the stock market. This could create an exciting counter-cyclical buying opportunity. Volatus Aerospace has recently opened the door to the domestic market in Canada. As much as CAD 6.6 billion is expected to be channelled into strengthening the Canadian defence industry over the next five years. In addition, the drone specialist has announced potential NATO contracts. Rheinmetall is also making its mark in the drone market. The company recently highlighted its capabilities in hybrid drone defence. In addition, a surveillance drone developed by the Düsseldorf-based group is being tested by the German Armed Forces. Unmanned surface vessels (USVs) could provide fresh momentum for Steyr Motors' stock. After all, framework agreements are already in place.
Read
Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST
Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand
The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.
Read
Commented by Fabian Lorenz on August 20th, 2026 | 07:35 CEST
Insider Alert, Shock and Opportunity in These Stocks: HelloFresh, Steyr Motors and Standard Uranium
Alarm bells are ringing at HelloFresh. The stock has lost 50% so far this year. Fewer customers are placing orders, and earnings are deep in the red. Is there still hope? From the board's perspective, apparently not—the CEO has been selling shares. At Standard Uranium, on the other hand, a strategic investor has come on board—and for good reason. The uranium market is poised for strong growth, while Standard Uranium has once again reported strong drilling results. The stock is still lagging behind this trend—for now. Steyr Motors, meanwhile, has shocked its shareholders. After takeover speculation had already quickly evaporated, the company hit investors with another surprise this week in the form of a profit warning. Orders from the defense sector are proving to be both a blessing and a curse. Is now the time to buy?
Read
Commented by Fabian Lorenz on August 4th, 2026 | 07:05 CEST
Takeover Candidates in Focus: Steyr Motors Jumps 20%, RE Royalties Draws Interest, and What About Evotec?
Shares of Steyr Motors briefly surged 20% last week following takeover speculation involving a US-based drone and robotics specialist. Although the discussions have since been terminated, analysts remain bullish on the Austrian manufacturer of specialized engines. RE Royalties could also emerge as a takeover candidate before the end of the year. Dissatisfied with the company's share price performance, management has initiated a strategic review and is evaluating all available options. Its royalty-based business model could prove particularly attractive to well-capitalized strategic or financial buyers. And what about Evotec? The German biotechnology company has repeatedly been the subject of takeover speculation in recent years, with such rumours often triggering sharp share price gains. We take a look at the current situation and assess whether renewed acquisition interest could be on the horizon.
Read
Commented by Matthias Schomber on August 3rd, 2026 | 07:45 CEST
Alarm at Volkswagen, Steyr Motors Takeover Called Off! When Will dynaCERT Spark a Long-Awaited Breakout?
While some of Germany's largest automakers are grappling with a deepening crisis and planning historic restructuring measures, other well-known companies are also facing major challenges. Volkswagen is struggling with a sharp decline in vehicle sales and sweeping cost-cutting plans that have unsettled investors, a trend reflected in the company's weakening share price. At the same time, Austrian engine specialist Steyr Motors is navigating a highly challenging market environment and is being forced to redefine its strategic direction. Most recently, the company put an end to takeover speculation after acquisition talks failed to result in a transaction. Amid these turbulent times, investors are turning their attention to smaller players, such as the Canadian cleantech company dynaCERT. The company has developed an innovative technology for internal combustion engines designed to reduce fuel consumption and emissions, potentially delivering meaningful cost savings for fleet operators.
Read
Commented by Carsten Mainitz on July 31st, 2026 | 07:00 CEST
Analysts Sound the Alarm: Desert Gold and Steyr Offer Significant Upside Potential—Is Stabilus Poised for a Robotics-Driven Turnaround?
Selected small caps can offer compelling opportunities beyond the market's biggest names. Analysts see significant upside potential in several companies, citing attractive catalysts and long-term growth prospects. Desert Gold is approaching the start of gold production, a milestone that GBC analysts believe could drive a substantial re-rating of the stock. At Steyr, the first potential acquirer has emerged. Although the talks were not successful, this is nonetheless an encouraging strategic signal. Here, too, analysts recommend buying. Meanwhile, could Stabilus' latest strategic robotics partnership mark the beginning of a turnaround? Which of these stocks could be the next to break out?
Read
Commented by Carsten Mainitz on June 24th, 2026 | 08:10 CEST
Drones, Data, Defence: Key Developments at Volatus Aerospace, Hensoldt, and Steyr Motors Offer Significant Upside
Whether for infrastructure inspection, logistics, disaster response, or military applications, unmanned aerial systems are becoming increasingly important and are evolving into a key strategic industry. The drone defence sector is emerging as a future market worth billions. Providers of platforms that integrate hardware, software, artificial intelligence (AI), and data analysis are on the winning side. This includes Volatus Aerospace. Analysts see potential for a doubling of value here. The news from Hensoldt and Steyr should not be underestimated either. Partnerships and new markets are creating major opportunities.
Read
Commented by Fabian Lorenz on June 15th, 2026 | 08:00 CEST
Critical Raw Materials and Defence Stocks in Focus: Steyr Motors, MP Materials, Almonty Industries
Congratulations to all investors who took advantage of Almonty's recent dip. By the end of the week, the tungsten producer's stock had rebounded significantly. After all, the fundamental facts have not changed. Tungsten is in short supply, and demand is rising. In an interview with the "taz", a market expert describes the current situation as dramatic. Among other things, he calls for a ban on the export of tungsten scrap to China. Additionally, mining projects need stronger support. Similar to tungsten, the West must also establish its own supply chains for rare earths. In the US, MP Materials aims to do just that. The stock has been trading sideways for months. Yet analysts recommend buying. Steyr Motors' stock is in a downtrend, and the quarterly figures failed to provide any momentum. Perhaps the autonomous systems division will bring about a turnaround?
Read
Commented by Fabian Lorenz on May 22nd, 2026 | 07:10 CEST
Big News at Plug Power! Steyr Motors and HPQ Silicon Poised for Strong Growth!
Big news at Plug Power! The hydrogen specialist is finally making progress on a major contract. Only through contracts like this can the company likely succeed in finally turning a profit and justifying its ambitious valuation. While Plug Power is focusing on electrolysis, HPQ Silicon aims to revolutionize hydrogen production through hydrolysis. And this is not the company's only growth driver. It also aims to take battery performance to a new level with new components. Drone tests are already impressive, and experts are calling it "the quiet battery revolution." Steyr Motors' stock stood out with relative strength during the sell-off in the defence sector. Yesterday, the stock jumped by around 7%. Analysts see significantly more upside potential for the specialty motor supplier.
Read
Commented by Fabian Lorenz on April 14th, 2026 | 07:00 CEST
"Top Pick" Siemens Energy, Drone Potential at Steyr Motors, and a Buying Opportunity at DRC Gold
US President Trump continues to keep global stock markets on edge. Gold, energy, and defense stocks were expected to benefit from the announced blockade of the Strait of Hormuz. However, gold and defense stocks, in particular, have been trending weaker, just as they have over the past few weeks. This presents interesting buying opportunities. Take DRC Gold, for example. After the focus, the stock was on an upward trend. But over the past 4 weeks, it has fallen by around 20%. Meanwhile, the update on the resource estimate is imminent and could fuel new takeover speculation. Steyr Motors shares have also lost ground. Yet management looked optimistically toward the future at the AGM. Siemens Energy was among yesterday's losers. But this is no cause for concern. Analysts still consider the stock a "Top Pick," and the partnership with Amazon subsidiary AWS fuels AI speculation.
Read