Defense
Commented by Jens Castner on August 26th, 2026 | 10:10 CEST
Amazon, Volatus Aerospace and SUSS Microtec: Three Stocks, One Pattern - And Up To 100% Upside Potential
First came the euphoria, then the disappointment. A pattern has recently emerged in the stock market: even strong quarterly results rarely sustain the initial share price surge. That is because, upon closer inspection, question marks often arise—for example, regarding Amazon's investments, SUSS MicroTec's conservative full-year outlook, or the restructuring of Volatus Aerospace's business model. The three companies represent very different applications of artificial intelligence: cloud infrastructure, manufacturing equipment for the semiconductor industry, and AI-powered autonomous drones. The good news: following these setbacks, analysts once again see significant upside potential—25%, 50%, or even 100%.
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Commented by Carsten Mainitz on August 26th, 2026 | 07:15 CEST
Perspective Shift: Long-Term Growth at a Discount? Almonty Industries, Renk and Rheinmetall After the Correction
The Western defense boom is running into an often-overlooked bottleneck: tungsten. While China dominates the global market and has restricted exports, Almonty is ramping up operations at the strategically important Sangdong mine in South Korea. At full capacity, the mine is designed to supply around 40% of global tungsten demand outside China. This strategic position, record-high tungsten prices, and a substantial cash reserve, which the company is currently using for share buybacks, underpin Almonty's significant strategic flexibility. Renk and Rheinmetall, as defense contractors, provide the industrial counterpart. Packed order books, rising margins, and a defense cycle that could extend well beyond the current decade support the sector. But can these companies actually handle such enormous growth? Does the recent share price correction now offer an opportunity, or have future expectations simply become too ambitious?
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Commented by Fabian Lorenz on August 26th, 2026 | 07:10 CEST
Steyr Motors After the Sell-Off: Buy the Dip? TKMS Rides the Defense Boom — Strategic Resources Set to Benefit From Soaring Steel Demand
The global defense boom is not just filling the order books of manufacturers of tanks, missiles, and drones. Demand is also growing in the naval sector, and with it the demand for raw materials. TKMS urgently needs high-quality steel for its submarines and frigates and is working to establish resilient supply chains. This is where Strategic Resources comes into play. The raw materials company operates in Canada and Northern Europe—the very regions that are playing a central role in TKMS's latest megaproject. The stock appears undervalued. But is Steyr Motors also a bargain after its recent sell-off? Analysts certainly think so. They recommend buying the stock. The weak first half and lowered guidance should primarily be viewed as the result of defense-related orders being pushed back in timing, rather than a fundamental deterioration in demand.
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Commented by André Will-Laudien on August 25th, 2026 | 07:20 CEST
AI & Defense Boom: Time to Pick the Winners — SpaceX, Rheinmetall, Thales and Globex Mining
Higher, Faster, Further! The hype surrounding artificial intelligence and modern defense technologies shows no signs of abating. As global tensions rise, investors are searching for the most profitable gems in this expanding sector. Yet experts have long been saying "the market has gotten overheated"—but, on the whole, they are usually wrong. That is why a targeted selection of individual stocks is now more important than ever. The trend in global interest rates remains a decisive factor for the coming months. In addition, the high valuations on the Nasdaq are prompting many investors to exercise caution. In this dynamic environment, the private spaceflight company SpaceX offers fascinating growth opportunities, but its valuation seems more appropriate for the year 2035. At the same time, the defense contractors Thales and Rheinmetall are benefiting from massive government contracts and full order books. Investors looking to diversify their portfolios wisely should also consider Globex Mining. After all, critical raw materials are the foundation of any modern high-tech infrastructure. Through a strategic combination of tech, defense, and resources, investors can effectively minimize risks and maximize opportunities. Savvy investors are therefore keeping a close eye on both macroeconomic data and the geopolitical situation — and remain ready to act!
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Commented by Stefan Bode on August 25th, 2026 | 07:10 CEST
Between Billion-Dollar Deals and Geopolitics: Almonty Industries, Deutz, CATL and Schaeffler
Global financial markets are undergoing massive structural change. Whether it is the volatile transition to e-mobility, securing systemically critical raw materials amid geopolitical tensions, or a long-established company's historic entry into the booming defense sector—adaptability is key. We take a closer look at three exciting stock picks that are currently making headlines with billion-dollar acquisitions, strategic alliances, and massive share buybacks in the triple-digit million USD range. Which of these stocks currently offers an attractive risk-reward ratio?
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Commented by Fabian Lorenz on August 25th, 2026 | 06:55 CEST
Bombshell, Crash Risk and Buy Recommendation! Hensoldt, D-Wave and HPQ Silicon in Focus!
Major announcement from HPQ Silicon. Together with a partner, the company has secured its first military contract. The partner's batteries performed convincingly in tests and will be integrated into FPV drones for a regiment of the French Army. This should make it easier to secure contracts from NATO countries. Other potential customers are already conducting tests. As a result, HPQ is evolving from a hidden gem into a drone play. By contrast, analysts see more than 30% downside potential for Hensoldt. Compared with Renk and Rheinmetall, the reported order backlog is considered to be of higher quality, but the question is how quickly it can be converted into revenue and profit. In addition, analysts see risks stemming from Hensoldt's dependence on armoured-vehicle programs. D-Wave Quantum, on the other hand, is recommended as a "Buy". Analysts praise its unique strategy, first-mover advantage, and the fact that revenue generation is now beginning to take hold.
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Commented by Nico Popp on August 25th, 2026 | 06:45 CEST
Drone War Coming to Our Doorstep? BAE Systems, Volatus Aerospace and Kratos Defense Set for a Boom?
More and more drones are being spotted and neutralized in NATO territory—some now even equipped with explosives. The relentless war of attrition between Russia and Ukraine, along with the aggressor’s threats, are forcing strategists in the West to rethink their approach. Costly weapons systems are no longer sufficient when swarms of inexpensive drones overwhelm air defenses. What began as a necessity-driven commitment to drones has long since evolved into a full-fledged industry in the West. We present key players and current developments.
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Commented by Matthias Schomber on August 24th, 2026 | 08:20 CEST
Cancer Breakthrough and Defense Boom: BioNTech and Moderna Take Off! Can Volatus Aerospace Follow Suit?
In the capital markets, two entirely different future-oriented industries are simultaneously stepping into the spotlight. While in the biotech sector, hopes for groundbreaking cancer therapies are fueling a massive comeback for companies such as Moderna and BioNTech, a highly exciting turnaround candidate may be emerging in the specialized field of unmanned aviation. Investors are rightly asking themselves whether the recent optimism surrounding biotech stocks is underpinned by fundamental strength or whether it is merely a short-lived flash in the pan followed by a sell-off. Those who can now read the right signals in financial data and chart patterns may be able to identify which stocks are poised for the next major trend movements. We take a closer look for you.
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Commented by Armin Schulz on August 24th, 2026 | 08:00 CEST
Potential Winners of the USD 1.4 billion Pentagon Deal: Rheinmetall, HPQ Silicon and BYD
The Pentagon's USD 1.4 billion allocation to the US startup Sila Nanotechnologies for the development of silicon batteries is not a financial deal, but rather the starting signal for a new era in defense. The US military is aware that drones will dominate the battlefields of the future. Their performance is largely determined by the energy density of the battery cells. Silicon anodes promise advantages in terms of range and payload. The US and Europe have also recognized that they must reduce their dependence on Asian manufacturers for domestic supply chains. So today, we take a closer look at Rheinmetall's efforts, HPQ Silicon's latest innovations and BYD's battery activities.
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Commented by Fabian Lorenz on August 24th, 2026 | 07:45 CEST
Sell Rheinmetall? Evotec with AI Potential and Lahontan Gold's 22% Resource Boost!
Should investors sell Rheinmetall shares? That is the recommendation from mwb research. The analysts continue to view Rheinmetall as a clear operational winner in the European defense boom. However, they believe market expectations starting in 2028 are too ambitious. The company's order backlog is not as robust as many assume. By contrast, there are strong arguments for a rising share price at Lahontan Gold. The gold price climbed back above USD 4,600, suggesting that a new rally in the precious metal could be getting underway—the perfect timing to give the Lahontan story a boost. The company plans to build a mine and begin gold production next year. Most recently, the resource estimate was raised by 22%. And what about Evotec? Its stock is at rock bottom. Can AI-driven optimism provide new momentum?
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