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September 4th, 2025 | 07:10 CEST

Rheinmetall shares above EUR 2,200? SELL SMA Solar? dynaCERT with SALES SUCCESS!

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Defense
  • Solar
Photo credits: Rheinmetall

Could Rheinmetall shares surpass EUR 2,200 following a potential acquisition? Analysts consider this possible after taking a closer look at the Company's opportunities in the marine sector. There is even talk of a potential takeover battle with another German company. Meanwhile, sales are picking up at dynaCERT. An initial large order is expected to strengthen its distribution partnership in the Americas. If the success stories continue, higher share prices are on the cards for the cleantech company. The situation is quite different at SMA Solar. After a significant profit warning and millions in write-downs, the Company is sliding deep into the red. Analysts are lowering their price targets and see no buying opportunity even after the recent price slump.

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: SMA SOLAR TECHNOL.AG | DE000A0DJ6J9 , DYNACERT INC. | CA26780A1084 , RHEINMETALL AG | DE0007030009

Table of contents:


    dynaCERT: First sales success, then a share price rally?

    dynaCERT is starting to deliver, laying the foundation for a turnaround in its share price in the coming months. We have repeatedly emphasized that the cleantech company must now deliver sales success in the first half of the year following its marketing offensive with new German management.

    And sales finally seem to be gaining momentum. After the recent success in France a few weeks ago, the Company now appears to be making progress in the American market as well. Hydrofuel Technologies, based in the US state of Texas, has placed an order with dynaCERT for various products – a total of 100 units – featuring HydraGEN technology. A down payment has already been made, and the first 25 units are being delivered by dynaCERT.

    In addition, both companies have agreed on a distribution partnership. Hydrofuel Technologies will offer dynaCERT products in both Texas and Mexico. Hydrofuel CEO Francisco Bricio sees great potential: "Mexico ranks seventh globally in terms of the number of trucks in operation and ninth in terms of diesel truck production. It therefore makes perfect sense to introduce a much-needed technology like dynaCERT's HydraGEN™ to this market."

    This suggests that dynaCERT's products are a perfect fit for the region: The core product, HydraGEN™, is a hydrogen-based on-demand retrofit system. It improves diesel combustion, reduces fuel consumption, and lowers emissions. In addition, users of the technology receive emission certificates, which can generate additional revenue streams.

    If further announcements of this kind follow, the stock could be in for a hot fall.

    In an interview with Lyndsay Malchuk, dynaCERT's COO, Kevin Unrath, expressed confidence. Click here to the interview.

    Rheinmetall: Analysts take a closer look at naval activities

    In their latest update on Rheinmetall shares, analysts at mwb took a closer look at the prospects in the naval sector. The research firm reaffirms its "Buy" recommendation for the shares of Germany's largest defense contractor and sees the fair value at EUR 2,280. The study focuses on the possible acquisition of Naval Vessels Lürssen (NVL). The naval shipbuilder generates annual revenue of around EUR 1 billion and is one of Germany's leading shipyards alongside TKMS, which is about to go public. With NVL, Rheinmetall could become a full-service provider of naval platforms. This step would make strategic sense in order to benefit from the German naval plan. This plan envisages ordering numerous new frigates, corvettes, submarines, and unmanned systems through 2035.

    With NVL, Rheinmetall could benefit from decades of experience with more than 1,000 ships delivered to 50 countries. Financially, mwb expects a certain dilution of margins, but at the same time sees more stable and better plannable revenues: shipbuilding programs run for more than ten years, maintenance and service often for several decades. This would allow Rheinmetall to diversify its growth and reduce its cyclical dependence. However, there may be a takeover battle for NVL. This is because competitor TKMS is also said to be interested in buying NVL in the run-up to the planned IPO. From the perspective of mwb analysts, the transaction would be a strategically important milestone for Rheinmetall, supporting its long-term investment story.

    SMA Solar after profit warning: Analysts see no buying opportunity

    The investment story at SMA Solar suffered a significant setback on Monday evening. The inverter specialist announced that the expected revenue development for 2025 and subsequent years in the Home & Business Solutions division has deteriorated significantly. Among other things, this will lead to special write-downs and necessitate restructuring measures. The forecast one-time expenses amount to up to EUR 220 million. SMA will therefore slip into the red in the current fiscal year and achieve EBITDA of between EUR -80 million and EUR -30 million (previous EBITDA guidance: EUR 70 million to EUR 80 million). Shareholders reacted on Tuesday, sending the share price plummeting by over 20%.

    Analysts have since responded to the announcement. Unsurprisingly, there is no praise from the experts. Jefferies has reaffirmed its "Underperform" rating and considers the current price of around EUR 16 to be appropriate. In view of the announcement, the consensus estimates are too high, so price targets are likely to be reduced in the coming days. DZ Bank sees even further price declines. Analysts have reduced their price target for SMA Solar shares from EUR 14 to EUR 13 and recommend selling.


    dynaCERT is making noticeable progress in sales. If this continues, the stock could be in for a hot fall. SMA Solar has run out of steam for now. Even at the lower price level, a buy is not an obvious choice. Rheinmetall is simply a core investment in the defense sector.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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