Drones
Commented by Jens Castner on August 14th, 2026 | 09:30 CEST
Apple, Volatus Aerospace and innoscripta: One Giant and Two Rising Stars with Multiplier Potential
Is a company valued on the stock market for what it produces—or for what investors want to see in it? At Apple, the high-margin services business is fueling heated debates over whether the core of its success story actually lies more in software or hardware. Volatus Aerospace, originally a Canadian drone service provider, is on the verge of exactly this leap: moving away from low-margin flight operations toward a software and AI platform for drone countermeasures and defence technology. And innoscripta demonstrates the growth rates possible in the software industry. A look at three very different companies and the question of where the biggest valuation gap between business model and share price lies.
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Commented by André Will-Laudien on August 14th, 2026 | 08:20 CEST
Drones, Energy Crisis and NASDAQ! DroneShield, HPQ Silicon, Siemens Energy and Nordex in Focus
All quiet on the western front! Whether it is war, bankruptcies, or new tariffs, the party goes on! The drone sector, booming thanks to increased defence spending, stands in stark contrast to the simmering EU energy crisis, which continues to pose major challenges for Brussels. Counter-drone specialist DroneShield is experiencing a massive surge in demand and orders in the field of electronic warfare, yet its share price is falling significantly. Canadian company HPQ Silicon is also benefiting from the West's need to independently establish critical supply chains for high-purity silicon and innovative battery materials. Siemens Energy also sits at the epicentre of the infrastructure transition, with its historically full order books serving as an unshakable engine of growth amid the energy crunch. This sustained rebound is flanked by Hamburg-based wind power pioneer Nordex, which is reporting double-digit margin improvements. This compelling combination of high-tech defence, clean energy generation, and raw material sovereignty is attracting substantial capital directly into investors' coffers. We take a closer look at four future-oriented sector favourites.
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Commented by Fabian Lorenz on August 13th, 2026 | 07:55 CEST
Plug Power Shows Light and Shadow! Siemens Energy Back Above EUR 200? Drone Potential at HPQ Silicon!
The US is under increasing pressure when it comes to military drones. China and Iran are ruthlessly exposing the US's need to catch up. Washington is pushing to build its own supply chains. HPQ Silicon could benefit from this. Several potential customers in the drone and defence sectors are already testing the company's advanced battery technology. The stock hasn't yet drawn much attention. Siemens Energy is a long-term performer in the AI boom. The company once again delivered strong results last quarter. Analysts believe the stock could break through the EUR 200 mark. There are also positive signs in Plug Power's quarterly report. But the big question remains: how will liquidity be secured until the company turns a profit?
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Commented by Tarik Dede on August 13th, 2026 | 07:15 CEST
Aviation Stocks in Focus: Airbus, Volatus Aerospace and Lufthansa
High jet fuel prices, airspace closures due to war or wildfires, and geopolitical factors are making life difficult for companies across the entire aviation sector. Despite these circumstances, however, the markets for drones and civil aviation continue to grow. On the one hand, people want to continue traveling and flying. On the other hand, markets are opening up for both new and established companies with the emergence of redefined flying objects. That is why we are taking a look today at the stocks of Airbus, Volatus Aerospace, and Lufthansa.
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Commented by Matthias Schomber on August 12th, 2026 | 07:25 CEST
Dividend Yield or Growth Potential? The Opportunities Offered by Bayer, BASF, and Volatus Aerospace
The war in Ukraine remains a source of uncertainty that continues to weigh on global markets. Russia and Ukraine are continuing their attacks on infrastructure and industrial facilities, while diplomatic solutions are still nowhere in sight. For investors, this means that energy prices, commodity markets, and security-related sectors remain vulnerable to sudden news developments. In particular, defence and aerospace stocks, as well as companies focused on autonomous and security-related technologies, including drones, stand to benefit from rising defence budgets and the growing need for technological independence. Investors entering the market at this time should therefore consider this underlying geopolitical tension as a permanent factor in their risk assessment. Against this backdrop, we take a closer look at Bayer, BASF, and Volatus today.
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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 Stefan Bode on August 10th, 2026 | 07:35 CEST
Beneficiaries of the New Security Landscape: Can Three Technology and Defense Stocks Continue to Soar? BAE Systems, RTX, and Volatus Aerospace
Rising global defence budgets and growing civil aviation are fueling international stock markets. Billion-dollar defence contracts and investments in security infrastructure are driving record profits across the sector. From autonomous drone systems to state-of-the-art military technology, three companies are currently demonstrating their enormous earning power with strong order books, robust margins, and new all-time highs. Read on to discover which developments are supporting this upward trend.
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Commented by Matthias Schomber on August 10th, 2026 | 07:00 CEST
Turnaround, Billion-Dollar Deals, AI and Drone Potential: What Is Driving Siemens Energy, TKMS, and First Hydrogen?
Global markets are constantly evolving, and recently the major stock indices, including the Dow, Nasdaq, and DAX, have generally been trending higher. Today, we take a closer look at three companies that share an interesting characteristic: all three may be approaching a key milestone or threshold that could prove decisive for their performance over the coming weeks and months. We begin with Europe's energy giants and defence contractors. We examine the return to profitability, as well as failed takeover attempts and new strategic alliances. Finally, we turn our attention to a North American player that aims to combine green energy with artificial intelligence and robotics in an entirely new way. Join us as we explore Siemens Energy, TKMS, and First Hydrogen. These three stocks could provide plenty of talking points in the weeks and months ahead. Read on to discover the key developments and opportunities.
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Commented by Lars Winter on August 7th, 2026 | 09:40 CEST
Is HPQ Silicon on the Verge of a Breakthrough? Evonik and Rheinmetall Are Already Delivering: Three Exciting Stocks Under the Microscope
New batteries are expected to keep drones in the air longer, innovative production processes are set to revolutionize the specialty chemicals industry, and defence contracts worth billions are expected to fully utilize the industry's capacity. The companies HPQ Silicon, Evonik, and Rheinmetall are developing innovative technologies and high-tech products, targeting different segments of these growth markets. The opportunities for investors are significant, though the risks are distributed very unevenly. We take a closer look at this trio in our stock review.
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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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