HENSOLDT AG INH O.N.
Commented by Nico Popp on August 11th, 2026 | 07:25 CEST
Germany in the Crosshairs: Regulations Slow Down Hensoldt and DroneShield – Is Volatus Aerospace Heading for a Boom in Orders?
A threat is increasingly looming over industrial facilities in Germany, keeping European security authorities on edge: drones. While unmanned aerial vehicles could still be dismissed as harmless toys just a few years ago, the targeted surveillance of critical infrastructure using professional drones paints a completely different picture today. In 2023 alone, authorities recorded at least 446 drone sightings over German military sites, while the number of incidents involving critical infrastructure rose to well over 1,000 by the end of 2025, according to the Federal Criminal Police Office. When unmanned systems spy on Bundeswehr facilities unnoticed or collect precise data on gas pipelines, caution is warranted—and this was true even before the incident involving a drone loaded with explosives at Leipzig Airport. We explore potential solutions and highlight exciting companies.
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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 Carsten Mainitz on July 20th, 2026 | 08:30 CEST
Critical Infrastructure and Beyond: The Overlooked Growth Drivers for Volatus Aerospace, Hensoldt, and Nordex
Geopolitical tensions and armed conflicts have fundamentally reshaped the global landscape. As a result, defence capabilities, sovereignty, resilience, digitalization, and the protection of critical infrastructure have become top priorities. Billions are being invested in these areas around the globe. Recent developments have shown just how crucial it is to protect critical infrastructure against sabotage, cyberattacks, and military threats. One company benefiting from these trends is Canadian defence technology specialist Volatus Aerospace. According to analysts, the stock remains significantly undervalued.
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Commented by André Will-Laudien on July 16th, 2026 | 07:30 CEST
Defence or Artificial Intelligence? On the Hunt for Blockbusters with Rheinmetall, Hensoldt, Strategic Resources, and TKMS
The market is becoming increasingly concentrated. Despite fresh record highs in July, the number of true winners can almost be counted on one hand. The strongest performers continue to be a select group of high-tech and AI stocks, while semiconductor shares are already beginning to lose momentum. Meanwhile, oil and gas stocks are picking up speed again, while the long upswing in the defence sector that began in 2022 appears to be running out of steam. As a result, many defence companies ranked among the worst-performing stocks during the first half of the year. Now the summer slowdown has arrived, and even a potential interest cut by Fed Chair Kevin Warsh is unlikely to lift sentiment. The reason is straightforward: inflation remains stubbornly high, hovering around the 4% mark in the US for an unusually long time. President Donald Trump had hoped that replacing Jerome Powell would pave the way for lower interest rates, but those expectations now appear increasingly unrealistic. Then there is the tariff setback, which is costing US taxpayers another USD 100 billion. In short, the warning signs of a broader market correction are becoming increasingly difficult to ignore. For active investors, the only real question is when, not if. Against this backdrop, we take a closer look at the battered defence sector in search of the next potential blockbuster investment.
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Commented by André Will-Laudien on July 10th, 2026 | 07:10 CEST
Swinging Up and Down – Will 2026 Bring More Record Highs? Rheinmetall, TKMS, Kobo Resources, and Hensoldt
The conflict in the Middle East has intensified once again. Efforts to reach a lasting agreement have so far failed, and a ceasefire based on a Memorandum of Understanding (MoU) proved short-lived. Just days after it was announced, reports of renewed attacks on ships in the Strait of Hormuz and on critical energy infrastructure in the Gulf region have once again heightened geopolitical tensions. For oil prices, this is a bullish factor; for the stock market, it means yet another period of heightened volatility with sharp initial losses followed by recovery rallies. Yesterday, Germany's DAX 40 index climbed back above the key 25,000 mark, while defence stocks that had previously come under pressure moved back into the spotlight. At the same time, gold and silver prices weakened, possibly reflecting renewed liquidity pressures in global financial markets. The evolving market dynamics warrant a closer look.
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Commented by André Will-Laudien on July 7th, 2026 | 07:30 CEST
DAX at 30,000—Unrealistic? Keep an Eye on DroneShield, Volatus Aerospace, Airbus, and Hensoldt
It has been a long time since global equity markets experienced such a powerful and broad-based bull run. Investors have once again been reminded that geopolitical conflicts do not necessarily trigger prolonged market declines. Instead, they often reinforce expectations of higher defence spending, accelerated technological innovation, and additional government investment. At the same time, public debt continues to climb. Rather than being meaningfully reduced, maturing obligations are typically refinanced by issuing new debt. In the view of many market participants, this ongoing expansion of public borrowing continues to provide liquidity support for financial markets. This trend has persisted since the global financial crisis of 2008. Meanwhile, the influence of major technology entrepreneurs and capital allocators on politics and industry has become increasingly apparent. Figures such as Elon Musk play a far greater role in shaping industrial policy and technological development than would have seemed conceivable only a decade ago. Valuation, however, remains a growing concern. The cyclically adjusted Shiller P/E ratio for the S&P 500 has averaged roughly 17.4 over the long term. At around 39.5, it currently stands approximately 127% above that historical average. That places the market among the most richly valued periods in modern history, exceeded only by the peak of the dot-com bubble in 1999. Whether traditional valuation metrics remain fully applicable in today's AI-driven and highly liquid market environment has therefore become an increasingly debated question among investors.
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Commented by Nico Popp on July 6th, 2026 | 07:10 CEST
Why the Antimony Bottleneck Threatens Hensoldt and BASF, and How Antimony Resources Benefits
Created and published on behalf of Antimony Resources Corp.
The world order is different from before 2022. China is tightening the reins on critical metals. The situation with semiconductor and alloy raw materials in particular calls for action. The strategic semimetal antimony is increasingly becoming a critical bottleneck for Western industry. China's export restrictions - the country controls around 36% of global mine production and around 70% of global antimony refining capacity - have triggered deep uncertainty among European groups in the chemical and defence sectors. The solution is new supply chains and mines in secure jurisdictions. We examine the current situation and present a possible beneficiary.
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Commented by André Will-Laudien on July 3rd, 2026 | 11:00 CEST
Rebound and Straight Back Up: Rheinmetall, Renk, Antimony Resources, TKMS, and Hensoldt
Created and published on behalf of Antimony Resources Corp.
The stock-market carousel keeps turning. While defense stocks were still on the hit list over the past 5 months, an impressive rebound is now underway. Rheinmetall experienced an outright sellout after a large frigate order was awarded to TKMS. Across the sector, the stocks had to absorb discounts of up to 50% after having risen to hype status in the years 2024 to 2025. Another stock caused a stir yesterday: Antimony Resources! After a 90-day consolidation of nearly 70%, new drill results came in. And lo and behold: not only does antimony lie dormant in the ground, but also plenty of gold. Good for anyone who bought in here over the past few weeks. All four stocks on our list still have some catch-up potential in the tank; we analyze why.
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Commented by Lars Winter on July 1st, 2026 | 07:20 CEST
Almonty, Rheinmetall, and Hensoldt: Good Buying Opportunities Among These Three Investor Favourites
The stock market loves big stories. Even better are stories where multiple trends converge at the same time. That is exactly what is happening right now with critical raw materials, defence, and high tech. The West wants to become less dependent on China; Europe is ramping up its military capabilities; and modern defence systems require ever-increasing amounts of specialty materials. Three stocks represent different aspects of this same trend: Almonty Industries, Rheinmetall, and Hensoldt. All three are very popular with investors but have recently had to weather price setbacks. A great opportunity for new investors!
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