TKMS AG & CO KGAA
Commented by Fabian Lorenz on July 8th, 2026 | 07:50 CEST
Bombshell and Buy Rating! TKMS, SFC Energy, dynaCERT! Are Analyst Estimates Too Low?
Bombshell at TKMS. The company has landed a multi-billion-dollar order from Canada. The stock keeps climbing, while defense stocks are weakening overall. Will analysts soon raise their estimates? At dynaCERT, analysts are expecting the commercial breakthrough. If it comes, the stock has multi-bagger potential. In his latest interview, the new German CEO sounds confident. In emerging markets, dynaCERT is aiming to achieve its commercial breakthrough, and the market opportunity is substantial. While dynaCERT remains a higher-risk investment with the potential for a technical breakout, the rally in SFC Energy is already well underway. So far this year, the share has gained more than 70%. Analysts have welcomed the company's recent acquisition and continue to see additional upside potential for the shares.
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Commented by Fabian Lorenz on July 6th, 2026 | 07:15 CEST
TKMS Ahead of Billion-Euro Deal! AI Fantasy at OHB and Schwarz Digits! Buying Opportunity at Drone Specialist Volatus Aerospace!
TKMS is seen as the big winner of Rheinmetall's debacle around the F126 frigate programme. After the German government pulled the plug, the new frigate deal could now move very quickly. According to "hartpunkt.de", the Bundestag is set to decide on the order of four new frigates from TKMS before the summer recess. Like the entire defence sector, drone stocks are not among investors' favourites this year either. But given the future prospects in the military and civilian arenas, it can really only be a matter of time before the rally starts again. A hot buy candidate is Volatus Aerospace. The Canadians are benefiting from NATO contracts, have just opened a new site and have a full pipeline. OHB's shares recently crashed. The German space company had previously benefited from the SpaceX hype. Then a capital increase triggered a sell-off. Can the AI partnership with Schwarz Digits generate fresh price fantasy?
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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 André Will-Laudien on June 29th, 2026 | 07:10 CEST
Gold, Defense, Aerospace: Sector Rotation in Full Swing – SpaceX, OHB, Desert Gold, Rheinmetall, and TKMS
Stock markets remain surprisingly resilient as the end of June approaches, but the glossy surface is starting to fade in certain segments. The bull market in aerospace is losing steam, and in the defense sector, after many months of gains, profit-taking is now becoming noticeable. As a result, valuations are gradually re-aligning with fundamentals. For rational investors, market hype is difficult to reconcile with, but one thing remains clear: stocks that become excessively overvalued tend to correct sharply when expectations are pushed to extreme levels without sufficient justification. Just as with Elon Musk's inflated initial valuation, the exit bell has likely rung quite loudly for Rheinmetall as well. In the fall, analysts had been outbidding each other with price targets around EUR 2,200; now they are painfully backtracking. Price declines of 20% in just a few trading hours for the defence sector star, and a 30% drop from its peak for SpaceX. But there are other hot candidates worth a closer look. OHB is drawing attention following a significant capital increase, while TKMS has secured a major naval contract. These developments are actively reshaping market dynamics—we break down what it means in detail.
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Commented by Fabian Lorenz on June 25th, 2026 | 07:15 CEST
Shockwaves in the German defence sector! TKMS Surges! Will drone specialist Volatus Aerospace and Heidelberger Druckmaschinen be next?
The German government has sent shockwaves through the German defence sector. While Rheinmetall's stock briefly plummeted by more than 16% on Wednesday, TKMS's stock rose by over 10%. The trigger was a "Spiegel" report confirmed by the Ministry of Defence. According to the report, the German government is ending the severely delayed and significantly more expensive F126 frigate program. This puts Rheinmetall's medium-term plans at risk. At the same time, TKMS could benefit. Volatus Aerospace is capitalizing on the drone boom. With a new location, the company aims to grow in the civilian and military drone market. If it succeeds in monetizing its 500 million dollar pipeline more effectively, the stock should take off again. Heidelberger Druckmaschinen is in the midst of transforming itself from a printing press manufacturer into an industrial and technology company. In the future, it also plans to get involved in drone defence. While there is still a rocky road ahead, analysts recommend buying the stock.
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Commented by Fabian Lorenz on June 18th, 2026 | 08:00 CEST
Defence Upside and Multi-Bagger Potential! TKMS, Heidelberger Druckmaschinen, and Antimony Resources
Created and Published on Behalf of Antimony Resources Corp.
Analysts at mwb research view TKMS as an undervalued defense stock. The chances of securing a billion-euro contract are considered strong. By early July, it should become clear whether the German defence contractor will be awarded the contract. Even if not, analysts still consider the stock a "Buy". Analysts see upside potential in Antimony Resources' stock, and the company's latest drilling results underscore this view. The project in Canada appears to be a home run. Heidelberger Druckmaschinen has recently developed into a disappointment. The stock has lost around 25% of its value this year. The latest profit warning was far from signalling a trend reversal. Nevertheless, analysts still recommend the stock as a buy, arguing that defence-related upside has not yet been priced in.
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Commented by Fabian Lorenz on June 8th, 2026 | 08:40 CEST
Buy These Stocks Now? TKMS, D-Wave, and Zefiro Methane
A market capitalization of USD 50 million, annual revenue of USD 40 million, and attractive margins hardly sound expensive. As the market leader in a billion-dollar niche with high barriers to entry, Zefiro Methane is targeting significant growth in the years ahead. While it remains largely under the radar for many investors, the stock may be worth a closer look. Analysts also see potential in D-Wave, although the company trades at a far richer valuation. Following a 13% decline during last Friday's market sell-off, investors may be asking whether the recent weakness presents a buying opportunity. TKMS shares have held up comparatively well relative to their peer group. Meanwhile, positive news from Canada has raised an intriguing question: could this represent an important step toward securing a billion-dollar contract?
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Commented by Armin Schulz on May 28th, 2026 | 07:20 CEST
TKMS, Strategic Resources, and Lockheed Martin: The Largest Post-War Rearmament Program Is Stalling!
For the first time since the Cold War, NATO is pouring record sums into defence—EUR 108 billion for Germany alone. But modern frigates, battle tanks, and jets consume critical metals such as vanadium, germanium, and rare earth elements. Without these raw materials, even high-tech weapons become useless. China dominates the supply chains, creating a dangerous bottleneck. Yet although the outlook for companies in this sector could hardly be better, few stocks are trading at their all-time highs. Today, with TKMS, Strategic Resources, and Lockheed Martin, we have three interesting companies that have the potential to reach new highs.
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Commented by Carsten Mainitz on May 14th, 2026 | 08:00 CEST
Analysts see significant upside for Antimony Resources, Rheinmetall, and TKMS!
The correction in defence and related sector stocks has recently intensified. A perceived imminent end to the war in Ukraine and more subdued expectations for medium-term growth are weighing on the market. However, according to many analysts, good buying opportunities are now emerging again for Rheinmetall & Co. Structural drivers such as rising defence budgets, geopolitical tensions, and full order books remain intact. One special stock is Antimony Resources. The Canadian company holds the highest-grade deposit of this critical raw material in North America. Antimony is a key raw material for ammunition, electronics, and defence equipment. Its importance is growing enormously against the backdrop of scarce global availability and fragile supply chains. In a recent report, GBC analysts assigned the stock a price target of CAD 3. Following the recent pullback, investors can pick up the stock at its current price of around CAD 0.61!
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Commented by Nico Popp on May 11th, 2026 | 06:35 CEST
The Defence Revolution: Why Volatus Aerospace Could Become a Partner for AeroVironment and TKMS
The global security architecture is currently undergoing a transformation whose significance is comparable to the introduction of gunpowder. The war in Ukraine and the escalations in the Middle East have shaken a fundamental dogma of warfare: the assumption that technological superiority is secured through costly individual systems. We are entering an era in which the "logic of terror" must be reimagined. While a Tomahawk cruise missile costs up to USD 2.5 million, drones perform the same tasks at a fraction of the cost—often with greater flexibility and less risk to human personnel. This development marks the transition from cumbersome hardware such as tanks and cruise missiles to smart drones and software-defined defence solutions. We introduce industry representatives and place a special focus on the defence platform provider Volatus Aerospace.
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