RHEINMETALL AG
Commented by Lars Winter on August 7th, 2026 | 09:40 CEST
Is HPQ Silicon on the Verge of a Breakthrough? Evonik and Rheinmetall Are Already Delivering: Three Exciting Stocks Under the Microscope
New batteries are expected to keep drones in the air longer, innovative production processes are set to revolutionize the specialty chemicals industry, and defence contracts worth billions are expected to fully utilize the industry's capacity. The companies HPQ Silicon, Evonik, and Rheinmetall are developing innovative technologies and high-tech products, targeting different segments of these growth markets. The opportunities for investors are significant, though the risks are distributed very unevenly. We take a closer look at this trio in our stock review.
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Commented by Fabian Lorenz on August 7th, 2026 | 07:15 CEST
Rheinmetall Challenges TKMS! Renk Shares Jump 20%, While Volatus Aerospace Unveils New Drone Application
Renk shares have gained about 20% in value in just a few days. Yesterday, the company released its half-year results, which delivered a mixed picture. The key question now is whether the recent rally still has room to run. Meanwhile, DroneShield shares have surged by nearly 30% in recent trading. Even so, Volatus Aerospace has outperformed so far in 2026, and the drone specialist's shares may still offer additional upside potential. The latest announcement shows that the Canadian company's growth opportunities are strong not only in the military sector but also in the civilian sector. In the future, Volatus plans to deploy autonomous heavy-lift aircraft for wildfire suppression, disaster response, and a range of other government applications across Canada, further strengthening its position in the rapidly expanding market for commercial and public-sector drone services.
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Commented by Armin Schulz on August 5th, 2026 | 07:05 CEST
How Almonty Industries, Rheinmetall, and RTX Are Driving the New Defense Supercycle—and Why the Correction Could Be an Opportunity
The New York Post recently reported that, according to experts, the US does not have enough missiles to protect its troops in the Middle East in the event of a protracted war with Iran. This means that the West has largely depleted its ammunition stockpiles. A defense supercycle is on the horizon, forcing nations to become self-sufficient. This rapid depletion is revealing a critical bottleneck. The dwindling availability of tungsten, whose price has skyrocketed, threatens to jeopardize resupply efforts. We take a look at tungsten supplier Almonty Industries, then examine the European defense giant Rheinmetall, and conclude with the technological leader of the US missile industry, RTX.
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Commented by Fabian Lorenz on August 3rd, 2026 | 07:00 CEST
Over 200% Upside Potential? Buy Rheinmetall and Zefiro Methane, Sell Hensoldt?
Is Rheinmetall heading back toward EUR 1,900? Analysts have reaffirmed this price target following the quarterly results. The stock was one of the stars of the past trading week, with its price surging by around 10%, supported by a strong order backlog that provides solid earnings visibility. Analysts have also initiated coverage on Zefiro Methane, highlighting the company as an under-the-radar opportunity. Experts anticipate strong growth over the coming years and argue that the stock's forward P/E ratio of 8.5 for the next fiscal year is too low to reflect its prospects. Based on their valuation, Zefiro Methane offers more than 200% upside potential. The outlook for Hensoldt is more cautious. While analysts described the latest quarterly results as solid, they questioned whether the company's exceptionally strong order intake can be sustained over the next several years. Therefore, they believe the valuation is too high and rate the stock a "Sell." Hensoldt shares fell around 5% on Friday.
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Commented by Fabian Lorenz on July 29th, 2026 | 07:30 CEST
Helsing IPO in 2027? Hensoldt Expands Drone Partnership as First Hydrogen Eyes Robotics Re-Rating
Could Helsing go public as early as next year? The defence technology company is currently valued at a whopping USD 18 billion. To justify that valuation, Helsing is developing, among other things, the CA-1 Europa autonomous combat aircraft. Hensoldt is supporting this effort, and the partnership was recently expanded. Meanwhile, First Hydrogen is broadening its business model. CEO Balraj Mann increasingly views autonomous systems as a key technology in light of changes in the defence, security, and disaster response sectors. By building in-house AI expertise, the company aims to further develop its UGV program for autonomous navigation, situational awareness, and counter-drone capabilities, while simultaneously expanding its strategy at the intersection of clean energy, mobility, and robotics. If successful, these initiatives could provide the catalyst for a re-rating of the company's shares.
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Commented by Jens Castner on July 29th, 2026 | 07:15 CEST
Oversold? Kostolany Buy Signals Emerge for Rheinmetall, Lahontan Gold and Coinbase
Hopes for a lasting ceasefire between the US and Iran are driving stock prices higher. Oil prices are falling, and inflation concerns are easing. Even in such a supportive environment, however, investors should avoid buying indiscriminately. Legendary investor André Kostolany coined the rule: when prices ignore bad news, panic selling has ended. In other words, those who wanted to sell have already done so. This pattern now appears to be emerging in three very different stocks. The German defence contractor Rheinmetall, the Canadian exploration company Lahontan Gold, and the US crypto platform Coinbase have all retreated significantly from their respective highs. Yet, each has recently absorbed negative news without suffering further meaningful declines—potentially signalling that sentiment has begun to stabilize.
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Commented by Nico Popp on July 27th, 2026 | 07:35 CEST
China's Export Restrictions: German Industry Must Invest in Raw Materials. How VW and Rheinmetall Respond & Why Aspermont Could Benefit
For decades, raw materials were commodities in the truest sense of the word—interchangeable goods purchased at the lowest possible price. But in recent years, security of supply has evolved from a procurement issue into a decisive factor for the survival of Western industry. Depending on the sector, shortages can threaten entire business models. To reduce the risks posed by geopolitical tensions, volatile commodity prices and increasingly stringent sustainability requirements, industrial companies are taking a much closer look at their raw material supply chains. Some are investing directly in mining projects, while others are forming strategic partnerships. In either case, access to reliable information on mining projects and the conditions across the value chain is essential for assessing supply risks. Aspermont, a specialist provider of mining and commodities intelligence, could be well positioned to benefit from this shift.
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Commented by Fabian Lorenz on July 23rd, 2026 | 08:05 CEST
Another Setback for Rheinmetall? DroneShield Sounds the Alarm as Volatus Aerospace Pushes Ahead
Is the next German-French defence project headed for failure? In an interview with Welt am Sonntag, Rheinmetall CEO Armin Papperger warns of a possible French withdrawal from the MGCS ground combat system planned with Germany. This would mark the second major strategic setback for Rheinmetall. Drone specialist Volatus Aerospace is currently beating the drum hard to keep its order pipeline full. In the UK, the company is currently showcasing its expertise in aviation, autonomous systems, aerial reconnaissance, training, and mission support. Previously, Volatus had demonstrated its solutions in Canada, where the Arctic and maritime regions place special demands on robust, networked security solutions. The threat posed by drones is growing, yet many airports and operators of critical infrastructure appear to be inadequately prepared. A new study by DroneShield reveals significant gaps in detection, defence, and legal authority.
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Commented by Nico Popp on July 22nd, 2026 | 08:00 CEST
The Race for the Arctic Region: Rheinmetall Needs Steel, Champion Iron Expands into Europe, Strategic Resources with Two Promising Projects
The green transformation of heavy industry is already challenging and is hitting industrial companies hard in times of crisis. Now geopolitics is adding to the mix—resilient supply chains are especially critical in the defence sector. Anyone who wants to reliably produce tanks, heavy military vehicles, or artillery, even in the midst of an absolute crisis, must rely on politically stable regions for the necessary raw materials and intermediate goods. The traditional distinction between civilian raw material extraction and military value creation is increasingly blurring in the current complex landscape. Civilian industry also benefits when political decision-makers expedite processes for national security reasons. We highlight three companies in the defence and steel sectors and point out opportunities for investors.
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Commented by André Will-Laudien on July 21st, 2026 | 07:00 CEST
Ukraine – Iran – NATO: The Battle in the Skies Gives Wings to RTX and Lockheed; Rheinmetall and Volatus Aerospace on the Rise!
As long as geopolitical conflicts continue, defence stocks have it easy. That is because they automatically come into focus when new government programs are launched to boost defence capabilities. In July, it was the NATO conference in Ankara. Government officials in attendance surrounded Donald Trump, as the US is the leader in air defence—and this is precisely where both NATO and Ukraine are falling short. When it comes to drones, however, the former Soviet state has made great strides. An entire drone industry was built from the ground up in no time at all. And for several weeks now, they have been piercing through Russia's defensive perimeter and penetrating deep into its energy processing facilities. Ukraine has already taken a quarter of Russia's oil refining capacity out of commission. The West views this progress as a welcome easing of tensions, but is stepping up its investments even further. Chancellor Merz, for example, is ordering the highly sought-after Tomahawk missiles from the US and is even participating in the latest French nuclear exercise. Just as politicians are, investors should also be in the starting blocks to ride the new wave of investment.
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