Defense
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 6th, 2026 | 07:20 CEST
RENK Group, Volatus Aerospace, and TKMS: Defence Boom – Three Ways to Capitalize on the Land, Air, and Sea Opportunity
The West is in the midst of a fundamental overhaul of its security architecture. After years of relying on a relatively stable geopolitical environment, governments are now significantly increasing defence budgets to strengthen military readiness and resilience. As a result, companies supporting this structural transformation of the defence industry are benefiting from long-term demand. Modern defence capabilities are no longer defined solely by the number of platforms deployed, but increasingly by the integration of mobility, intelligence, surveillance, and maritime capabilities. Against this backdrop, RENK Group, Volatus Aerospace, and TKMS each offer distinct ways to gain exposure to the ongoing defence investment cycle. Together, they represent differentiated opportunities across the land, air, and maritime domains of modern defence.
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Commented by André Will-Laudien on August 5th, 2026 | 09:05 CEST
Drone Economy 2.0: Wars, Fires, and Delivery! SpaceX, DroneShield, Volatus Aerospace, and Lufthansa in Focus
The next phase of growth in the skies is just taking off! The global drone economy is completely reshaping itself into a multi-billion-dollar megatrend and revolutionizing traditional industries through the convergence of AI, logistics, and defence. While the space company SpaceX, with its Starlink network, provides the indispensable, crisis-proof communications infrastructure for global drone operations, the defence specialist DroneShield is benefiting directly from the rapidly rising military demand for sophisticated counter-UAS systems against asymmetric threats. Canadian company Volatus Aerospace is also making a quantum leap from traditional small drones to highly profitable, government-funded aerial wildfire suppression in North America through a new strategic partnership for the autonomous heavy-lift large aircraft FlyOx 1. Then there were poor earnings figures from Lufthansa yesterday. Despite the negative headlines, compelling buying opportunities may be emerging for investors.
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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 Lars Winter on August 4th, 2026 | 07:40 CEST
Volatus Aerospace, Alzchem, and Siltronic: Potential Stock Doublers Fueled by the Drone Boom, Defence Demand, and a Chip Recovery
Three companies from three different industries, each driven by a powerful growth catalyst. Volatus Aerospace is targeting the rapidly expanding multi-billion-dollar drone market, Alzchem continues to impress with rising margins, and Siltronic appears poised for an operational recovery. We take a closer look at all three stocks, highlight where the greatest opportunities may lie, examine what analysts are recommending, and discuss which type of investor each company may be best suited for.
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Commented by Carsten Mainitz on August 3rd, 2026 | 07:40 CEST
Drones, Data, Industrial Intelligence: How These Promising Trends Are Paying Off for Volatus Aerospace, Palantir, and Schaeffler
AI is revolutionizing numerous industries. Robotics and automation are accelerating, and the resulting trends reinforce one another. At the same time, massive geopolitical shifts are resulting not only in rising defence spending but also in a shift in priorities toward (technological) sovereignty, resilient supply chains, and securing (digital) infrastructure. Palantir provides the technical foundation for many of these areas. Schaeffler is synonymous with expertise in industrial manufacturing. Volatus Aerospace, on the other hand, combines multifaceted expertise into a high-growth ecosystem. As an integrated provider of autonomous aviation systems, reconnaissance, software, training, and defence technologies, the Canadian company is benefiting significantly from a surge in orders from the NATO community. Proprietary platforms are driving growth and making it more scalable while margins rise.
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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 Matthias Schomber on July 31st, 2026 | 09:00 CEST
Chip Tech Dominance, the eBay Battle, and Drone Fantasies: Opportunities at Micron Technologies, Microsoft, GameStop, and Volatus Aerospace
Another interesting week on the stock market, one that was hard to beat in terms of excitement and contrasts, is drawing to a close. While tech giant Microsoft once again won over Wall Street with stellar results and sparked pure enthusiasm among investors, an old acquaintance elicited reactions ranging from disbelief to excitement. GameStop, once the darling of rebellious retail investors, is planning a "crazy coup" and setting its sights on the e-commerce dinosaur eBay. It feels like a David-versus-Goliath showdown that is keeping the markets and the stocks of both companies on edge and sparking heated debates. Away from all this commotion, a Canadian underdog is quietly and secretly preparing for its big moment. Volatus Aerospace is weaving a web of strategic partnerships and innovative drone technologies. All of this could soon snap the share price out of its slumber. We show you where the opportunities for future gains might lie!
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Commented by Jens Castner on July 31st, 2026 | 07:05 CEST
New to the Index, Then Hit Hard: Hochtief, Almonty Industries, AT&S, and Marvell Technology Put to the Test
Inclusion in a major stock index is often considered a mark of distinction. But at the end of June, it turned into a trap for four stock market stars. Anyone who bet on DAX newcomer Hochtief, the promising tungsten stock Almonty Industries, or the AI-linked high-flyers AT&S and Marvell Technology suffered double-digit share price losses within just a few weeks. This is no coincidence, but rather the result of a market mechanism that investors should be aware of—and one that may now be creating attractive buying opportunities. We take a closer look at all four stocks and compare their current share prices with analysts' price targets.
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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?
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